Reekolect.ai Help Docs
  • 🏠Introduction
  • πŸ“’Reekolect Resource Center
    • πŸƒβ€β™‚οΈHow Reekolect works?
      • πŸ“–Starting with Reekolect
      • πŸ“–Bot Management
        • πŸ“–Create new Bot
          • πŸ“–Website, Live chat or Landing Page Bots
          • πŸ“–WhatsApp Bot Creation with Manual Onboarding
            • βœ…Prerequisites for WhatsApp Bots
            • πŸ”€Create a Meta App
            • βœ”οΈRegister & Verify your WhatsApp Number
            • πŸ”—Subscribe WA webhook with Reekolect
            • πŸ’³Update WA account Payment Method
            • πŸ¦Έβ€β™€οΈAssign System User to WhatsApp Account
            • πŸ“ƒGetting all the necessary details from Meta Developer Dashboard
          • πŸ“–Instagram Bot Creation
          • πŸ“–Facebook Bot Creation
          • πŸ“–Make Your Telegram Chatbot
          • πŸ“–Microsoft Teams Bot
        • πŸ“–Edit Your Chat Flow
          • πŸ“–Creating Multiple Flows
          • πŸ“–Components In Chatflow
            • πŸ“–Request Information
            • πŸ“–Send Information
            • πŸ“–Trigger Actions
        • πŸ“–Pre-Built Chatbot Templates
        • πŸ“–Train Your AI Chatbot
          • πŸ“–Train your AI chatbot using websites
          • πŸ“–Train your AI chatbot by uploading files.
          • πŸ“–Train your AI chatbot using Google Sheets.
          • πŸ“–Train your AI chatbot using frequently asked questions (FAQs).
          • πŸ“–Train your bot using the conversation history.
          • πŸ“–Train your AI chatbot using other sources.
        • πŸ“–Bot Settings
          • πŸ“–Website Bot settings
            • πŸ“–Design
            • πŸ“–General
            • πŸ“–Alerts
            • πŸ“–Triggers
            • πŸ“–User Access
            • πŸ“–Chat Window
            • πŸ“–AI Settings
            • πŸ“–Transfer Chat to WhatsApp Fucntionality
          • πŸ“–WhatsApp chatbot Settings
            • πŸ“–General
            • πŸ“–Alerts
            • πŸ“–WhatsApp Profile
            • πŸ“–AI Settings
          • πŸ“–Telegram Bot Settings
            • πŸ“–General
            • πŸ“–AI Settings
          • πŸ“–Instagram Bot Settings
          • πŸ“–Facebook Bot Settings
            • πŸ“–General
            • πŸ“–AI Settings
        • πŸ“–Marketing Automation
          • πŸ“–WhatsApp Template Setup
          • πŸ“–WhatsApp Catalog Setup
          • πŸ“–Broadcasts on WhatsApp, Telegram & Facebook
          • πŸ“–Drip Campaigns on WhatsApp, Telegram & Facebook
        • πŸ“–Install your Website Chatbot
        • πŸ“–Widget
        • πŸ“–Email Validation
        • πŸ“–Customizing your Landing Page Bot
        • πŸ“–Customize Chat Window
        • πŸ“–AI Settings
        • πŸ“–3rd Party Apps Integrations
          • Agile CRM integration with Reekolect
          • Apptivo CRM integration with Reekolect
          • Autopilot CRM integration with Reekolect
          • Bitrix24 CRM Integration with Reekolect
          • CalendarHero integration with Reekolect
          • Capsule CRM integration with Reekolect
          • Chakra CRM integration with Reekolect
          • Close CRM integration with Reekolect
          • Copper CRM integration with Reekolect
          • Drip CRM integration with Reekolect
          • EngageBay CRM integration with Reekolect
          • Drip CRM integration with Reekolect
          • ExtraaEdge integration with Reekolect
          • FirstPromoter integration with Reekolect
          • Flowlu integration with Reekolect
          • Freshworks CRM integration with Reekolect
          • Freshdesk CRM integration with Reekolect
          • Frontapp integration with Reekolect
          • GetResponse integration with Reekolect
          • Go High Level Integration with Reekolect
          • Google Analytics integration with Reekolect
          • Google Calendar Integration with Reekolect
          • Google Contacts Integration with Reekolect
          • Google Tasks integration with Reekolect
          • Groove CRM integration with Reekolect
          • Google Sheets integration with Reekolect
          • Helpcrunch CRM integration with Reekolect
          • HelpShift integration with Reekolect
          • Hubspot CRM integration with Reekolect
          • Infobip CRM integration with Reekolect
          • Jira CRM integration with Reekolect
          • Insightly CRM integration with Reekolect
          • MoEngage CRM integration with Reekolect
          • NetHunt integration with Reekolect
          • Nimble CRM integration with Reekolect
          • Nutshell CRM integration with Reekolect
          • Onpipeline integration with Reekolect
          • Nocrm integration with Reekolect
          • Pipedrive CRM integration with Reekolect
          • Salesflare CRM integration with Reekolect
          • SendInBlue integration with Reekolect
          • Shipway Integration with Reekolect
          • Wealthbox CRM integration with Reekolect
          • SupportBee CRM integration with Reekolect
          • Zendesk CRM integration with Reekolect
          • Zoho CRM integration with Reekolect
          • Zoho Desk integration with Reekolect
          • Zoho Projects integration with Reekolect
      • πŸ“–Inbox
        • πŸ“–Managing Contacts, Chats & Conversation
        • πŸ“–Chat Windows
        • πŸ“–Orders
        • πŸ“–Contracts
        • πŸ“–Real-time Interactions
        • πŸ“–Creating Groups
      • πŸ“–Analytics
      • πŸ“–Teams
        • πŸ“–Departments
        • πŸ“–Business Hours
        • πŸ“–Team
        • πŸ“–Using Teams in Chatflows
      • πŸ“–Subscriptions
      • πŸ“–My Account
        • πŸ“–Configure Custom Attribute
        • πŸ“–Configure Tags
        • πŸ“–Configure Chat Status
      • πŸ“–Notifications
    • ❓Frequently asked questions (FAQs)
      • Onboarding FAQs
      • Bot Installation FAQs
      • Inbox FAQs
      • Profile, Team & Notifications FAQs
      • Analytics FAQs
      • Chat Flow FAQs
      • Bot Settings FAQs
      • WhatsApp FAQs
      • Subscription FAQs
      • ChatGPT FAQs
    • πŸ› οΈCommon Errors & Troubleshooting
  • πŸ“–Product Guides & Training
    • πŸ‘©β€πŸ’»WhatsApp Cloud API by Meta
      • βš™οΈSetting Up Your Facebook Business Manager
      • πŸ’°Meta Conversation Pricing for WhatsApp Cloud API
      • πŸ‘§Update WhatsApp Bot Profile
      • βœ…Getting a green tick on WhatsApp
    • βš™οΈWhatsApp Bot Creation with Automated onboarding
    • πŸ’‘Must know-how of Reekolect
      • πŸ”€Manage & Use Custom Attributes
      • πŸ–₯️Call external APIs in your chat flows
      • πŸ‘¨β€πŸ’ΌManging team roles & Users
      • πŸ“¨Send WhatsApp notifications using the Reekolect APIs
  • πŸ› οΈAPI References
    • πŸ“„Contacts & Chats APIs
      • Get All Contacts
      • Getting Groups/Segments
      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
    • πŸ“„WhatsApp Cloud API
      • GET Templates List
      • POST WhatsApp Template Message
      • POST Send Message API
Powered by GitBook
On this page
Export as PDF
  1. Reekolect Resource Center
  2. How Reekolect works?
  3. Teams

Using Teams in Chatflows

Here is the information for using the settings done inside teams in your bot to assign chat

Setting Up Assign Chat Logic:

Follow these steps to configure how incoming chats are assigned to team members or departments.

Steps to Configure Assign Chat Logic:

  1. Select a bot from the dashboard.

  2. Click on "Edit your Chat Flow" to make changes.

  3. Inside the canvas, search for "Assign Chat" and select it for customization.

  4. Choose an assignment method:

    • Based on Department

    • Based on Team Members

  5. Select the appropriate department from the dropdown list.

  6. Choose an Assignment Logic:

  7. Apply additional assignment rules by selecting checkboxes:

    • Do not assign to offline agents

    • Assign only during business hours

  8. Click "Go to next message" to complete the setup.

Your chat assignment logic is now configured.

PreviousTeamNextSubscriptions

Last updated 3 months ago

πŸ“’
πŸƒβ€β™‚οΈ
πŸ“–
πŸ“–