HELP FILE

How to associate an agent to a group?

Account managers can define groups in the system, such as Support or Sales. They can then associate an agent with one or more groups.

  1. In the Bold360 ai Console, go to Admin Center > Users.
  2. Select the users from the list that you want to add to a group.
  3. From the toolbar on the top, select Groups and click the name of the group to which you want to add the user.The selected users are immediately become members of the group.