An operator is a user responsible for processing the dialogue. Before they can process the dialogues, they must be registered and assigned to teams.

General information

To manage the operators and the teams, use the [Teams] section.

There are the following possibilities in this section:

• Create a new team. To do it, click the [+New] button.
• Change the settings of an existing team. To do it, select the necessary entry from the registry.

To create a new team, fill in the following information:

1. Fill in the general information.
2. Add the necessary operators.
3. Add the team leads. This step is optional.
4. Add the response templates. This step is optional.

• Name: fill in the name of the team.

• Organizational role: you can optionally choose an organizational role that relates to this team.

  <aside> 💡 Note: When a user is added to an organizational role that belongs to a team, the operator is also added to this team. If the operator for this user does not already exist, it is pre-created.

  When a user is removed from an organizational role that belongs to a team, the user-related operator is removed from this team as well.

  The operator does not change their team if they get a new role from another team.

  </aside>

Operators

Include the operators who are part of this team.

To add an operator to a team, go to the [Dialogue operator] detail and simply select the operator from the list of dialogue operators and add them to the team.

<aside> 📢 Attention: remember that each operator can only belong to one team.

</aside>

<aside> 💡 Note: you can add an unlimited number of operators to one team.

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