Departments
Who it is for: whoever manages the account
What it is for
Departments organize your team by area (Sales, Support, Collections, etc.) and send conversations to the right group. They are managed in Settings > Departments.
Create a department
The form has several tabs:
General
- Name (required) and description.
- Color: to identify it in the inbox and the dashboard.
- Default: the department where conversations without an assigned department land.
- Active: enables or pauses the department.
Business hours
- Start and end time, and days of the week.
- Time zone (detected from the browser).
- Out-of-hours message: automatic reply when a message arrives outside the schedule.
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Tip:Use the out-of-hours message to say "Our hours are 9 to 6, we will reply as soon as possible".
Agents
Choose which users belong to the department. A user can be in several.
Channels
Assign WhatsApp numbers or accounts to the department.
How it is used
- When an AI agent transfers, it can send the conversation to a department: it waits in its queue for a person to take it.
- Surveys that escalate to a person also go to the configured department.
- On the dashboard, each department shows its active and queued conversations.
For waiting times and alerts, see SLA and alerts.
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Note:Some system departments are protected and cannot be deleted.