Teams in Replypad allow you to manage groups of users and organize conversations effectively. This step-by-step guide will give you a high-level understanding of using teams in Replypad. You will learn about team membership levels, how Replypad determines the Team for incoming conversations, how to identify the conversation’s Team, and how to review the team’s performance.
Understanding teams in Replypad includes the following topics:
- Step 1: What are Teams?
- Step 2: Team membership levels.
- Step 3: The Conversation’s Team.
- Step 4: Teams and mailboxes.
- Step 5: Accessing the conversation’s Team.
- Step 6: View conversations and reports by Team.
Step 1: What are Teams
Teams in Replypad represent groups of users working together on conversations. Teams can be company departments, ad-hoc project teams, or other defined groups.
Examples of teams representing departments may include: Support, Sales, Marketing, HR, and Finance.
Other examples may include: Managers or Team Leads.
Examples of ad-hoc project teams: Deployment at Client X and Conference Prep Team.
Step 2: Team membership levels
Replypad offers three membership levels: Member, Colleague, and External.
- Members are responsible for actively handling the Team’s tasks and have full access to the Team’s conversations and resources.
- Colleagues can collaborate and view the Team’s conversations but are not official team members.
- External users have minimal or no involvement in the Team’s affairs. They do not have access to team conversations unless explicitly added to a conversation.
Teams and user memberships are defined and configured by administrators.
Step 3: The Conversation’s Team
Replypad automatically determines the Team of an incoming conversation based on automated rules defined by the workspace administrator or according to default team settings in the mailbox and workspace level. The Team can also be manually set or changed by users.
Replypad uses the following order of precedence when associating a conversation with a Team:
- Automated trigger rule: If the automated rule applies to the conversation, it will set the conversation’s team.
- Mailbox default team: If no trigger rule applies, Replypad will use the Mailbox Default Team.
- Workspace default team: If no trigger rule applies and no Default Mailbox Team exists, it will use the Workspace Default Team.
Step 4: Teams and mailboxes
In Replypad, a team is not limited to a specific mailbox, and this is how it works:
- Mailbox Default Team: A Mailbox may have a default designated team which automatically associates incoming conversations to this team.
- Automated Trigger Rules: Rules may override the Default Mailbox Team, for a more granular and flexible decision-making, as demonstrated in the use-cases below.
Using both a default team and automated rules allow for flexibility and accommodates different scenarios you may require in your business.
- Associate incoming support emails with the “Support Team”: Configure the “Default Mailbox Team” of the email@example.com mailbox to the “Support Team”.
- Associate urgent email message with the “Priority Support” team: Define an automated rule that identifies urgent email messages (e.g., those containing the word “Urgent”) and set them to a dedicated “Priority Support” team. Automated rules override any default settings for the mailbox.
- Associate all incoming emails to the “Tier-1 Support” Team: Configure the “Default Mailbox Team” of all of these mailboxes to the “Tier-1 Support” team.
Step 5: Accessing the conversation’s team
You can view and update the conversation’s Team from the list and the conversation’s details page.
Accessing the Team from the conversation list:
- Viewing the Teams:
- Display the conversation list (either from My Inbox, Team Inbox or any other view).
- The conversation’s team is displayed in the column on the right, below the conversation’s Assigned User (or the Unassigned label).
Updating multiple conversations at once:
- Select the conversations you want to update from the list.
- Select the desired team from the “Change Team” menu in the top toolbar or press the “y” key as a keyboard shortcut.
- The newly selected Team should appear for all conversations chosen in the list.
Accessing the Team from the conversation details page:
- Viewing the conversation’s team:
- Open the conversation details page.
- The conversation’s team is displayed next to the icon on the sidebar, below the Assigned User.
Changing the conversation’s team:
- Open the conversation details page.
- Select the desired team from the top toolbar’s “Change Team” menu or press the ‘y’ key as a keyboard shortcut.
- The selected team will now be displayed in the sidebar next to the icon.
Step 6: Viewing conversations and reports by team
Viewing conversations by Team allows you to get a quick overview of the current status of the Team.
To view conversations by team:
- Click the More menu in the toolbar.
- Select By team or press ‘s’ followed by ‘y’ as a keyboard shortcut.
- Choose the team you want to view.
- Only conversations of the Team you selected will display.
- To return to the regular view, switch to any other view, e.g., My Inbox.
To view conversation reports by team:
Reports allow you to view the real-time status of conversations and analyze key metrics over time. Viewing the conversation reports by Team provides a clear picture of the activity, such as the number of conversations opened by the Team, how many were closed by the Team, and more.
- Click the Reports icon on the top toolbar.
- View reports by Team, for instance: Open conversations by team.