Crews and Agents
Introduction and Interface
Filters and Statuses
Search and Titles
Voice, Video, and Screen Share
Adding Agents and Contacts
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Adding and Using Experiences Tags
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Chat Widget Installation
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Chat Widget Installation for WiX
SuperAdmin Company Account Setup
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Updated by Anya
In the Advanced Settings section when adding or editing a Crew, you can choose between a Default or a Round Robin Conversation Assignment. These options determine whether an "Agent Needed" request is sent to all Agents in that Crew (Default), or whether it is automatically assigned to an available Agent who was least recently assigned to a Conversation (Round Robin). Learn more about each of these options below.
With the default Conversation Assignment, every Agent in the Crew will receive a notification when an "Agent Needed" Crew request comes in. At which point, any Agent can view and answer the "Agent Needed" request by joining the Conversation. Once an Agent joins, the request will be fulfilled.
With the Round Robin Conversation Assignment, the "Agent Needed" Crew request will cause the Conversation to be automatically assigned to one available Agent. This Agent is chosen by the system based on who has least recently been added to a Conversation in this way.
Agents in Crews with Round Robin Conversation Assignments must have the Available toggle turned on in their Settings in order to be considered for the assignment. Simply click the Settings icon in the lower left corner and turn the Available toggle on.
If no Agents are currently available, then the system will fall back to the Default Conversation Assignment.
As soon as the Agent is assigned the Conversation, they will receive a notification if enabled. If they don't enter the Conversation, they will receive reminder notifications 1 minute, 5 minutes, 10 minutes, and 30 minutes after the initial assignment.