How to Create/Manage Kixie Teams & Review Team Reporting How to Create/Manage Kixie Teams & Review Team Reporting

How to Create/Manage Kixie Teams & Review Team Reporting

Jasper Jasper

What are teams used for?

Teams can be used for 3 different purposes:

  1. Reporting: Assign your agents to one or any number of teams to easily create team-specific reporting. For example, if your sales team and your CS team are both using Kixie, you can create two Teams in Kixie and see reports on just your sales team or just your CS team.
  2. Queues: In order to create a Queue, managers must first create a Team and then assign the Team to the Queue. Agents in the Team will receive calls that come to the Queue.
  3. Cadences: Cadences are built on top of Queues, so in order to set up a Cadence you must first create a Team, put the team in a Queue, and assign the Queue to the Cadence.
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Kixie Team Setup 

Creating a Team

Kixie Manager and Admin accounts can easily add a team by doing the following:

1. Log into the Kixie.com dashboard. > Manage > Teams

2. Press + Add and enter a Team Name 

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3. Select as many agents as you would like from the Team Member dropdown and select “Add”

4. If you are happy with your Team simply select “Save” to save your new Team

 

Adding Users to an Existing Team

 1. Log into the Kixie.com dashboard. > Manage > Teams

2. Press the Add icon under the action column

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3. Select as many agents as you would like from the Team Member dropdown and select “Add”

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Team Call Reporting 

1. In Kixie.com dashboard > Call Reporting

2. Select the Team dropdown and select the Team to review call reporting statistics.

3. Add users to the team by entering as many emails as you would like.

 

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For questions about Kixie Teams, please email support@kixie.com and/or reach out to your Account Manager.