Create new team(s)
If you are managing several websites or businesses, creating a new team(s) can be a helpful option. Creating a new team will help you organize your business according to your needs and you will receive all conversations separately for each team.
This is the main difference between group(s) and teams; whereas all messages sent to different groups will arrive at the same inbox (dashboard), multiple teams will allow you to completely separate your interactions (incoming messages) from different widgets and websites.
Teams vs. Groups Example
For example, if you have three clients (a hairdresser, a baker and a travel agency), you can create three groups (group H, group B and group T), invite different agents to those groups, connect these groups to chat channels (channel H, channel B and channel T) and generate a widget for each of those groups (widget H, widget B and widget T).
Agents will be able to see and respond to messages sent to their respective groups, while you as the account owner will be able to see all messages in one dashboard.
If you create different teams, all the messages will be completely separate and sent to different dashboards, and you will be able to switch teams in order to view and manage them.
How to create a new team(s)?
Go to Administration > Company Accounts > Accounts
In the top right corner, click on the + (plus) sign to create a new team.
Fill in the required information:
Team Name – the name of your team. Visible to you and your agents.
Team public name – the public name of your team. Visible to your customers.
Website address- the url of your website.
Industry – select an option
Size – number of employees in your company
Chat Purpose – Choose between sales and support
Click on Submit underneath it to confirm your choice when you are finished.
How to switch between teams?
You can easily switch between teams.
Go to your profile name and picture at the upper right corner of the app.
Click on the name of your team and you will have option “ Switch teams”
Choose the team you want to log into.
Log into your team.