Create Your Teams

To create your “teams,” that is, the departments that will interact with customers, follow these simple steps:

Step 1: Go to your Nexloo account settings.

Step 2: Click the “Teams” button.

Step 3: Select “Create New Team.”

Step 4: Enter the department name, such as Finance, Marketing, Legal, etc.

Step 5: Write a brief description about that area of the company.

Step 6: Create a routing message, which will be sent to the customer right after they select the desired department.

Step 7: Click “Create Team.”

Step 8: Select the collaborators responsible for the department, click “Add Agents,” then “Continue” — and that’s it!