Team Member Management
How To Auto Assign Chats
This guide will walk you through setting up auto chat assignment in Jwero 1. Auto-Assign 2. Click on the settings icon to Auto Assign Chats. 3. Click on "Auto assignment". 4. You will get the list of all team members created. 5. Select the contacts ...
How To Delete Multiple Contacts (Bulk Action)
1. Deleting multiple contacts (bulk action). 2. Click on the chat icon for deleting multiple contacts. 3. Click on "Bulk". 4. Select contacts you want to delete. 5. You will receive the Action Settings. 6. Click on "Bulk delete". 7. Click on ...
How To Assign Tag To Multiple Contacts (Bulk Action)
1. Assigning a tag to multiple contacts (bulk action). 2. Click on this icon for assigning tags to multiple contacts. 3. Click on "Bulk". 4. Select contacts to which you want to assign the tag. 5. You will receive the action settings. 6. Click on ...
How To Add A Team Member
1. Team member 2. Click on Settings for adding a team member. 3. Click on "Team management". 4. Click on "Add team member". 5. To add a profile picture, click on "Edit" and upload the image if desired. 6. Provide the basic information. 7. Select the ...
Team Member Management
Adding and Managing Team Members Watch Video I. Introduction A. Overview of Team Management in Jwero It's crucial to give the correct access to the right team members. This ensures that your organization's data stays safe and is only accessed by the ...