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This document describes version 5 of Unblu. If you’re using the latest major version of Unblu, go to the documentation of the latest version.

The support period for version 5 ended on 22 November 2021. We no longer provide support or updates for this version. You should upgrade to the latest version of Unblu.

Creating Agent Teams

Use the drop-downs below to create teams and child teams.

Creating the Team

  1. From the side menu select Teams. The Teams page displays.

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  2. Click on the New team button. The New team modal page displays.

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  3. Add a name and a description for the team in the fields.

  4. If you want to add the new team (as a child) to an already-created parent team then select the parent from the Parent Team drop-down list. Otherwise, leave the Parent Team drop-down list empty.

    You can add, edit and delete users and/or teams, move users between teams, and you can change parent/child relationships between teams at any time.
  5. When you are done defining the team click Save and then click (creating users 6 x icon) to close the modal page. The Teams page displays with your new team added.

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Creating a Child Team

  1. Click on the New team button. When the modal page slides in, fill-in the fields as you like but make sure to assign this new team as a child of the previously defined A-team.

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  2. Select the parent team (in this example; A-team) from the Parent Team drop-down list then click Save. The new team displays immediately in the Teams list.

    creating teams 4 43

Note that the new team (Customer help) now displays and you can see that its parent team is listed as A-team. Therefore, A-Team is at the top of the hierarchy with Customer help as the child of A-Team. This means that the Customer help team will inherit the (relevant) settings of its parent A-Team.

Now we have set up some users and teams and need to assign those users to their teams: Assigning Users to Teams.