How to add Groups

Path: Settings / Virtual Phone System / Groups
Quick Link: Groups

In Voizee, organizing your representatives into groups is a crucial step for efficient call management and enhanced customer service. By categorizing your team into specific groups, such as Sales, Support, or Billing, you ensure that calls are directed to the appropriate personnel, streamlining your communication processes.

How to Add a Group

Follow these steps to add a group in the Voizee Virtual Phone System:

1. Log in to Your Voizee Account:

   • Access your Voizee account using your credentials.

2. Navigate to Settings:

   • On the left menu bar, click on Settings.

3. Access the Virtual Phone System:

   • Click on Virtual Phone System and then select the Groups menu.

4. Add Groups:

   • Click the Add Group button.
   • Select the Project: Choose the project under which you want to create the group.
   • Create a Group Name: Enter a descriptive name for the group (e.g., Customer Service, Sales, Billing) and click the Save button.

5. Add Representatives to the Group:

   • Click the Edit button (pencil icon) next to the newly created group.
   • Click on the Add Representative to the Group button to assign representatives to this group.

By following these steps, you can efficiently organize your team into groups within the Voizee Virtual Phone System. This ensures that your callers are directed to the right department, improving response times and overall customer satisfaction. If you have any questions or need further assistance, please reach out to our support team.

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