Managing Groups in OctopusCX Agent
- Mack Baczynski
Analytics
Start by navigating to Groups by:
Selecting Agent from the application switcher
Navigate to Groups on the navigation panel to the left
You should see a page similar to the one below:
To create a group. Click the + button located at the top right of the screen.
Next, give the group a name and click Create.
The group should now be created and listed in the list of groups.
Adding Contact To A Group
To add a contact to a group, click the More Options button and click Add contacts.
Next, search for the contact(s) you wish to add, select the contact(s) and then click add. The contact(s) should then be added to the group.
Sending Messages to the Group
To send messages to the group, click the More Options button and click Message group. To message a group, you want to ensure that the contacts have opted-in to receive this message
You should see a window appear similar to the one below.
To choose a template, click on Choose template and select a template you wish to use.
Otherwise, you can type in the message content manually.
Next, click the confirmation box confirming that your contacts have opted-in to receive the message. Then click Send.
Viewing a group's detail
To view group, click the More Options button and click View group.
A window should appear displaying a list of contacts in the group and the messages Sent/Pending/Failed/Total.
Renaming a group
To rename a group, click the More Options button and click Rename group.
Type in a new name for the group and click Save.
Deleting a group
To delete a group, click the More Options button and click Delete group.
Click Confirm to delete the group.