ReplyCX Documentation
Login
  • ⛩️Welcome to ReplyCX Knowledge Base! 📚
    • ReplyCX Basics
  • ▶️GETTING STARTED
    • Building a Chatbot
    • Testing a Chatbot
    • Channel Configurations
    • Deploying a Chatbot
    • Utility Tools
  • 🧩ACTION BLOCKS
    • Overview
    • Trigger
    • Send Message
    • Collect Input
    • Buttons
    • Carousel
    • Calendar
    • Send an Email
    • Condition
    • Image Carousel
    • Human Handover
    • Slider
    • Collect File
    • Delay
    • Form
    • Flow
    • Code-block
    • Options
    • Jump
    • List
    • Reply Button
    • AI Model
    • SET AI
    • Answer AI
    • AI AGENT
    • Webhook
    • Javascript
    • Send Status
    • Http Request
    • Dynamic data
    • Whatsapp flow
  • 🦾AI Studio
    • Building a GPT Chatbot
    • Knowledge Base
    • Training on historical live chat to generate response
    • Retrain frequency for URL data source
    • Custom Answers
    • Function Call
    • Prompts
    • Tokens
    • Setting up retrain
    • Advanced Crawling Criteria
  • ⛓️Integrations
    • Types of Integrations
    • Service Call
    • Google Sheets
      • Support for “Update Record” in Google Sheets
    • Codeblock
    • Google Calendar
    • Calendly
    • Zoho CRM
    • Hubspot
    • Dialog Flow
    • Events
    • Google Analytics
    • Freshdesk
    • Salesforce
    • Zapier
    • Airtable
    • Public API's
  • 🟢WhatsApp Business API
    • Prerequisites
    • WhatsApp Business API - Meta
    • Using a test WhatsApp Business API account
    • Product catalog on WhatsApp
    • Sync WhatsApp Template
    • Support for Carousel template message
  • Instagram
    • Using the Instagram Channel
  • 💬Live Chat
    • Overview
    • Saved Replies
    • Manage Saved Replies
    • Message status on live chat
    • Generating Response Using AI.
    • Rewriting existing response with AI
    • Labels
    • Managing Labels
    • Qualification details covered during a conversation
    • Settings
    • Filter conversations
    • Conversation History
    • Close a conversation
    • Related / Past Conversations
    • Elements on conversation card
    • Kind of Conversation Status
    • Copy Chat Transcript of a Conversation
    • Customize Live Chat Screen
    • Restart Conversation
    • Blocking Contacts
    • Agent status on live chat
  • ⚙️Troubleshooting
    • Variable Manager
    • Fallback Variables
    • Human Handover Configuration
    • Clone a bot
    • Preffered Image Dimensions
    • Working of Link Tracking
    • Setting up variables using trigger block
    • Availability of agents in Human Handover
    • Creating loop in the conversational flow
    • Requesting Edit Access
    • Cookies
  • 📢Outbound Bots
    • Outbound Action Blocks
      • Delay
      • Send WhatsApp
      • Send SMS
      • Send Email
    • Building a One-Off Campaign
    • Building a Ongoing Campaign
    • Creating WhatsApp Templates
  • 📱Chat Widget Customization
    • Embedding Chat Widgets
    • Customize Chat Widget UI using CSS
    • Display Chat Widget in iFrame
    • Change Appearance
    • Chat widget 3.0
  • 🏦Account Management
    • Manage Teams
    • Manage Teammates
    • Manage Roles
      • Channel configuration Permission
    • Opt Out Management
  • 📊Reporting
    • Custom Reports
    • Contacts Feature Recap
    • Scheduling Contact Report
    • Weekly Reports and Interactions
    • Export a contact list
    • Tracking link clicks on chatbot messages
    • Agent Report
    • AI Agent Report
    • Outbound Report
  • 🧑‍💻 Support
    • Forget Password
Powered by GitBook
On this page
  • Importance of having a team:
  • Creating a team:
  • Managing a team:
  • Editing the existing team:
  • Deleting a team:

Was this helpful?

  1. Account Management

Manage Teams

PreviousChat widget 3.0NextManage Teammates

Last updated 1 month ago

Was this helpful?

ReplyCX helps teams meet their goals by streamlining communication and organization with the ability to group users based on departments.

We offer the unique ability to unite a team of users who can provide dedicated after-sales support or product and service insights that help empower visitors in making purchase decisions.

Importance of having a team:

The benefits of having different teams is that it helps users with Human Handover by automatically assigning conversation to the right team member from the right team in-order to address the problem a customer is facing.

Creating a team:

  1. Go to ‘Settings → Account → Teams’ to access the team’s screen.

  2. Click on ‘Create Team’ on the top right corner.

  3. Upload the image of your choice.

  4. You can give a name to team by specifying in space provided under ‘Team Name’.

  5. You can add teammates from the available option in the space provided under ‘Teammates’.

Managing a team:

You have the ability to manage the existing teams i.e., you can either add or remove the members from the team or delete the team as per their preference.

Editing the existing team:

In-order to edit the existing team i.e., to add or remove the members from the team, you can follow the steps given below:

  1. Go to ‘Settings → Account → Teams’ and click on ‘Edit’ options against the team which you would like to edit.

  2. Make the required changes:

    You can make following changes in a team:

    • Change the icon

    • Update in the name of the team

    • Add or Remove Teammates

  3. Click on ‘Save’ to confirm the changes.

Deleting a team:

  1. Go to ‘Settings → Account → Teams’ and click on the ‘Remove’ option against the team you would like to delete.

  2. Click on ‘Remove’ again to confirm the action.

If clicked again, the team will be deleted permanently and user will have to create a new team

🏦