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Updated on February 17, 2023

Docy Child

Invite Users & Setup Teams

Estimated reading: 3 minutes

Overview

WhatsApp can be a helpful tool for businesses in a number of ways. 

Users: 

  • Users of WhatCX can communicate with a business through the app, making it easier for them to get in touch with the company and ask questions or get support. This can help to improve customer satisfaction and loyalty. 
  • Users can use WhatCX to send updates and important information to their customers, such as new product releases or special promotions. This can help to keep customers informed and engaged with the business. 

Teams: 

  • WhatCX can be used by teams within a business to collaborate and communicate with one another. This can help to improve productivity and efficiency by allowing team members to stay in touch and share information and updates quickly and easily. 
  • WhatCX can be used to create group chats or broadcast lists, which can be useful for sending updates or announcements to multiple people at once. This can be particularly helpful for businesses with large teams or for teams that are spread out geographically. 

How to Create Agents/Users

To create Users/Agents follow the below steps –
1. Login to WhatCX and click on Admin in the left panel
2. Under Manage Users, you will find the option Users

3. Click on Add User

4. Enter the details and click on Add User, a new user will be created.

How to Create Teams

To create Teams, follow the below steps –  

1. Login to WhatCX and click on Admin in the left panel
2. Under Manage Users, you will find the option Teams 
3. Click on Add Teams

  • Team Name – Here you can give your team a name 

  • Members – You can choose the members you want to have in a particular team
  • Team Manager – This is the person who basically manages the entire team
     
  • Template available for team – You can create pre written templates that you want to send on the team behalf here
  • Team Feedback Message – You can also set a team’s Feedback message to capture the Feedbacks
  • Team Welcome Message – You can also draft a Team’s welcome message which will be sent automatically when the team gets connect with the customer
     
  • Team No One Available Message – You can set No one available message as well in case no one from the team is online

4. You can also set Quick Replies

5. You can also Auto assign tags as well

Once you are done with it Click on Add Team and you’ll be able to see it in your Teams list. 

Overall, WhatCX can be a useful tool for businesses looking to improve communication and collaboration with both their customers and their teams. 
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