Teams

Add agents, group them, and assign them permissions and roles to access the account and handle diverse queries efficiently.

Search and Filter Option

The Teams page shows all the agents and managers handling the account. You can use the search and filter option to find and view specific teams or members based on their status or role.

Steps

1. On the Teams page, click on the Filters drop-down menu on the top right corner of the screen.

insert

1. You will see two filter options: Status and Role. You can select one or both of them to apply the filters.

insert

1. The Status filter lets you choose between Active and Inactive teams or members.

• Active teams or members are those who are currently online or have recently interacted with the WhatsApp API.

• Inactive teams or members are those who are offline or have not interacted with the WhatsApp API for a long time.

insert

1. The Role filter lets you choose between Manager and Agent.

• Managers are those who have the authority to create, edit, and delete teams and members.

• Agents are those who can only send and receive messages from the API.

1. After selecting the filters, click on the Apply button to see the filtered results on the Teams page.

insert

1. You can also use the Search box on the top left corner of the screen to find a specific team or member by typing their name or ID. The search results will also reflect the filters that you have applied.

insert

1. You can also clear the filters by clicking on the Reset Filter button.

insert

Add Team Members

You can add team members and assign them their roles and permissions to access the account.

How To Add Team Members?

1. Navigate to Settings and click on Team.

1. Now click on 'Add team' to add team members.

1. Select the role Manager or Agent that you want to assign to the member being added.

There are two types of roles in Chatman: Manager and Agent.

1. Fill in all the details in the respective fields and upload their image or profile picture to add a friendly face, making a conversation with the customers personal and trustworthy.

1. Click on permission and choose the number you want to assign to that particular Agent/Manager. Allow permissions which you want to give to the Agent/Manager being added.

1. Click the Create button to Add Agent or Manager.

The only difference when adding an agent or manager is setting their permissions; everything else stays the same.