Adding Workflows to a Team

If you have established one or more Teams, you’ll need to assign workflows so that members of the Team(s) can use them.1 Access the appropriate Team from the Teams page and click Add Workflow, then choose the workflow(s) that should be accessible by this Team.

Adding workflows to a team

All assigned workflows can be viewed from this page as well:

Manage workflows


Tickets generated with a “screen pop” URL initiated by an ACD platform will deliver the ticket even if the agent is not on a Team with access to the workflow.