Team List
A Team List is a list of created teams that allow users to view and edit the configuration of those Teams.
On the Side menu bar in the bottom left corner of the screen, select Operation CDP → Select Company Account
Select Optimization → Online & Social → Chat Routing on the side-menu bar → the screen displays the Team List
Each Team will be allowed to perform a specific kind of work. Mobio divides work into 3 types as follows:
- Inbox
- Comment
- Inbox and Comment
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- Target Audience Block
- Workflow Blocks
- Operation Blocks
- Team
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- Message Blocks
- Set up RFM model
- Account, Role Settings & Policy settings
- Notification settings
- Integration
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- Remove child task
- Set up Sale KPI targets for the team
- Activate, edit, copy, pause, end a journey
- View Journey report
- Advertising object
- Pause Journey
- Profiles
- Product Library
- Chat & Respond to customers
- Add and edit UTM templates
- Product category
- Manufacturer
- Task
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- Voucher Report
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- Establishing KPI Goals
- Filter child tasks by parent task
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- Dynamic Events
- Data Deduplication
- Ticket
- Filter and Export tickets
- Ticket display cards
- Transfer owner / Change the status/ Edit/ Delete a Ticket
- Oppty Routing
- Sales Pipeline
- Rule of assignment within the Team
- Rules of assignment among Teams
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- Configure tagging on posts