Crews and Agents
Introduction and Interface
Statuses and Filters
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)
Using the WordPress Plugin
Chat Widget Installation for WiX
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.