Teams

Give the gift of BotPenguin, make your team smarter. Manage them here.

The Team section in the BotPenguin platform allows you to add other team members to your account so they can handle live chats, resolve user queries, and perform other assigned functionalities. This section is structured into four subsections:

  1. Teams

  2. Business Hours

  3. Members

  4. Roles

Below is a step-by-step guide on how to effectively use the entire Team section.

1. Teams

The first step is to create teams based on your organization's structure. For example, if your organization has four departments—HR, Product Team, Marketing Team, and Sales Team—you can create these teams in the Teams subsection.

Please refer to the page for createing the team.

Team

2. Business Hours

Once the teams are created, you need to define their Business Hours. These indicate the specific times when each team is available. If different teams have different schedules, you can set unique business hours for each team.

Please refer to the page for createing the Business hours.

Business hours

3. Roles

Next, assign roles to ensure team members have the appropriate permissions for their responsibilities. For example:

  • Live Agent: Handles live chats.

  • Admin: Manages the platform and configurations.

  • Billing Agent: Handles billing-related queries.

  • Sales Agent: Manages sales inquiries.

Create roles with specific permissions that align with your team members' tasks.

Please refer to the page for creating the Roles

Role

4. Members

Finally, add team members to the respective teams, assign them the created roles, and align their availability with the defined business hours.

Please refer to the page for adding the Members

Members

By following this hierarchical process, you can efficiently manage your organization's teams, ensuring seamless operations and optimized workflows on the BotPenguin platform.

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