Tag
#Team
15 guides tagged Team.
Unified Inbox & MessagingClaim, assign & transfer conversationsMake it clear who owns a conversation by assigning it to a teammate, claiming it for yourself, or handing it…Unified Inbox & MessagingTemplates & quick repliesReusable canned messages your team can drop into any…Unified Inbox & MessagingReusable media libraryA per-business library of saved images, short video, and PDFs you upload once and re-attach to any text or email — no…SMS / TextTwo-way business textingSend and receive SMS/MMS from your business number, with the whole team on one shared thread per…SMS / TextSMS relay to an agent's own phoneForward a customer's text to a staff member's personal phone; they reply from it, and we relay it back — the customer…Channels — Webchat, Facebook, Instagram, Email, Lead FormsEmail relay to an agent's own mailboxThe email equivalent of SMS relay — a customer email is forwarded to a staff member's mailbox; they reply from it; we…Phone, Voice & SoftphonePhone system (PBX) — extensions, ring groups, routingAn office phone system: extensions per person/desk, ring groups per team, and rules for how each inbound number is…Phone, Voice & SoftphonePer-user office hours / telephony scheduleEach team member sets their own weekly hours governing when their extension rings, goes to voicemail, or…FaxFax-to-emailReceive faxes as email — inbound faxes are stored and emailed to your…Analytics & ReportingTeam leaderboard & SLARank the team on responsiveness and…Team, Staff Directory & Roles/RBACUsers & roles (RBAC)Invite teammates and control what each can do with a four-tier role…Team, Staff Directory & Roles/RBACStaff directoryA team roster that unifies each user with their phone extension, mobile, and…Team, Staff Directory & Roles/RBACMessage staff as a segmentBroadcast an internal SMS to your team's mobiles — all staff, by role, or by…Notifications & Internal MessagingInternal (interoffice) messages + notification centerTeam-to-team direct messages and broadcasts, plus a unified notification bell covering every…Multi-location / OrganizationsOrganization → location modelA business (organization) can have multiple locations, with contacts shared across locations while each location keeps…
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