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CHAT & INBOX

Configure teams and routing

Create departments, teams, skills, and ordered rules for incoming work.

About 7 min to read

How to do it

  1. 01

    Invite staff in Team members first. In Contact center, create the departments and teams they will serve.

  2. 02

    Choose an assignment strategy and add eligible teammates. Set capacity and skills where your routing needs them.

  3. 03

    Create routing rules in priority order. Match page context or visitor language, then choose the destination team, skill, and priority.

  4. 04

    Send a test message from each relevant website page and language. Confirm the destination in Team inbox and review Supervisor for workload.