Add an agent to an agent group

Learn two ways to add an agent (team member) to an agent group (group of team members) to define your team structure: from the Agents page and from the Agent groups page in Creovai.

Required:You must be a Creovai admin to perform this task.

Add an agent to an agent group from the Agents page:

First, we'll show you how to add an agent to an agent group from the Agents page.

If you're not already viewing the Agents page, select the Settings option in your user menu and then choose Agents in the Admin menu on the left.
Select the name of the agent you want to add to a group in the list of Agents. On the individual Agent profile page, select the Add agent to group button.
A pop-up will display allowing you to easily search and select from your existing agent groups. You can also edit the start and end date and time of when this agent became a part of the group.
Begin typing the agent group's name to see choices appear in the drop-down menu. Then select the agent group from the list.

Once you've selected your preferred group from the search list, choose Save to add your agent to the chosen agent group.

A pop-up will appear to confirm you are authorized to do this task. Enter your sign-in information and then click the Authorize button.

You can also add an agent (team member) to a group of agents (or team members) from the Agent groups page.

If you're not already viewing the Agent groups page, select the Settings option in your user menu and then choose Agent groups in the Admin menu on the left.
Click on the agent group in the list of Agent groups.
Click the Add agent button in the upper right-hand corner.
A pop-up may appear to confirm you are authorized to do this task. Enter your sign-in information and then click the Authorize button.
Begin typing the agent's name to see choices appear in the drop down menu. Then select the agent from the list.
Click the Add button.
A pop-up will appear to confirm you are authorized to do this task. Enter your sign in information and then click the Authorize button.

What's next?

Was this article helpful?