Table of Contents
How Subteams Can Help You Advance Towards Centralized & Connected Support
Recommended Team Structure:
How to Create a Subteam
Advisors have the options to choose the communication team of the ticket. Confirmation prompts appear when teams have their own phone numbers, helping prevent accidental changes. Please see section on how to change the communication team.
Updating the Default Communication Team
How Subteams Work
Inbound Customer Message → Ticket Reassigned to a Subteam
New Ticket Created by Advisor via Web Dashboard
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