Skill Groups

Understand how skill groups work and modify a skill group by editing its name or description, adding or deleting users.

Skill groups are categories of agents with specific competencies that allow them to receive similar calls.

One agent can belong to multiple skill groups, e.g., based on their language or professional experience.

❗️

IMPORTANT

Managers should belong to the same skill group as their agents to see them on the realtime page.

To modify a skill group:

  1. Go to the Users > Users Management.

  2. Switch to the Skill Groups tab. The table on the tab displays all existing skill groups with IDs, names, descriptions, and users belonging to the group. On each line, you can click a button in the Actions column to edit or delete the group.

    Screenshot of the Skill Groups tab in Users Management

    Skill Groups tab in Users Management

  3. Click Edit for the group you wish to modify.

  4. On the page that opens, edit the group name or description.

    Screenshot of editing skill groups

    Editing skill groups

  5. To add users to the group, click the user name in the Available box. Also, you can click the user name in the Selected box to remove the user from the group. You can use the double arrow buttons to select all users in the Available or Selected boxes. Enter a user name in the Filter box to find a specific user quickly.

  6. Click Save.

Managers can add agents to a skill group when creating new users.

The next step is to connect the skill group to a priority group‍ - contact the support team or your account manager for more information.