Add an agent group

Overview:

Add an agent group for organizing agents into teams.

Required:You must be a Creovai admin to perform this task.

Add an agent group:

If you're not already viewing the Agent groups page, do the following:

a) Click the Settings option in your user menu.
b) Click the Agent groups option in the Admin menu on the left.
Click the Add group button in the upper right hand corner.
In the pop-up, do the following:

a) Add a new Group name.
b) For the Group type field, select a type in the drop down list.

Tip: If you need to create a new group type, select the Create new group type option in the list and then enter the new group name in the Group type field.
Tip: Agent groups of the same Group type are grouped together. If a hierarchy is implemented then the grouping starts at the highest level of the hierarchy. For example: you can have "Supervisors", "Managers", "Departments" as Group types; if there is a hierarchy then it may start with "Departments" (or per your preference).
Click the Save button.
A pop-up will appear to confirm you are authorized to do this task. Enter your sign in information and then click the Authorize button.

What's next?

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