How do I set up a team?

A team groups agents or mailboxes together, so you can see their stats in one place.

For example, you create Team 1 with Agent 1, Agent 10 and Agent 20. When you filter a report by Team 1, you see data for just those three agents. Depending on the report, it shows them combined, one by one, or both.

Teams aren’t linked to a group mailbox. A team includes all the email data of the agents and mailboxes in it.

Create a team

1. Click Entities in the bottom-left corner and go to Teams.
2. Click Create a team.
3. Enter a Team Name and click Next.
4. Under Enter Team Member Email, search for each agent or mailbox and click it to add it.

Note

You don’t need to add a shared mailbox address or aliases to a team.

Compare agents side by side

To see specific agents on the same graph:

1. Create a team with the agents you want to compare (see above).
2. Click Comparative in the left-hand menu.
3. Under Show report for, choose the team.

The report shows each agent’s performance on the same graph.

Need help or have feedback?

Email us at [email protected]. We’re happy to help.