How to set up a team of Assistants

Modified on Thu, 6 Mar at 11:55 AM

This guide offers a straightforward approach to creating an effective team of assistants tailored to your specific needs. It outlines essential steps, from naming your team to configuring call transfer settings, ensuring seamless communication and delegation.

By following this guide, you can enhance your operational efficiency, allowing each assistant to focus on their designated tasks while improving customer service.
https://scribehow.com/shared/Create_a_Team_of_Assistants__3slU8OY1QBKFu9UayWkVbA

Guide

1. Click "Teams"

2. Click "Create" 


3. Click "Assistant Team" 


4. Give your Team of Assistants a Name, for this example I'm going to do "AutoDrive"

5. Now scroll and select your Lead Assistant, this is going to be the one that can route the calls to different Team Members.

Note, your Lead Assistant can only be use exclusively in this team.

6. Select your Assistant.

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