Getting Started
Crews and Agents
Conversations
Introduction and Interface
Starting Conversations
Joining Conversations
Statuses and Filters
Search and Titles
Chat Features
Voice, Video, and Screen Share
Adding Agents and Contacts
Message Templates
Conversation Attributes
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
Identity Verification
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Experience Buttons
Using the WordPress Plugin
Chat Widget Installation for WiX
Payments
Notifications
Integrations
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
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
Experiences
Introduction: Experiences
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
Contacts
Outbounds
Reporting
Release Notes
- All Categories
- TABLE Tutorials
- Adding Crews and Inviting Agents
- Introduction: Crews and Agents
Introduction: Crews and Agents
Updated
by Anya
This tutorial is for Admins and SuperAdmins with the goal of teaching them how to add new Crews and then invite Agents to them.
Crews are specialized teams that are made up of one or more Agents to provide a specific service for your Contacts. Segmenting your Agents into Crews allows your customers to access the right team based on their needs.
After setting up Crews, you will want to invite your Agents to them. Whether you're inviting someone to join your company's TABLE account for the first time, or adding an existing Agent to an additional Crew, you will use the same invite method.
We will cover:
Each section in this tutorial contains a how-to video and any relevant additional resources.