Adjust Team Assignments

Adjust Team Assignments

Company administrators can add or remove agents from teams in the Satisfi Labs Dashboard using the following instructions:

  1. Log in to the Satisfi Labs Dashboard.

  2. Click the Bridge tab, then Teams.

  3. Select the team you'd like to adjust in the top left dropdown (if applicable). You can filter to show a team's current agent assignment by clicking on ‘Show Team Members Only’.

  4. Select/ deselect team members you wish to add/ remove from the selected team.

  5. Click on Apply Changes.

  6. Close the window.

FAQs

Can I create my own team in the Live Agent Engine?

Yes! However, at this time, we require account administrators to create a request ticket to add or remove an agent team. To submit a ticket, hover over the Click Here For More Support button in the top right corner of this page.

How can I add/remove agents to our dashboard?

For more information on how to add/remove users, please visit this page: Add/Remove a User

Why can't I find a user on the agent list?

If you want to add an agent to a team whose name does not appear on the list, ensure their account has the Live Agent Engine enabled. To learn how to enable it, click the page link here: Adjust User Type & Access

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