Before you begin with Teambox you need to setup the basic settings through a onboarded flow, if you have to complete these steps then you will prompted to complete these steps as shown below;
Teambox is currently in beta and free to use for all our existing paid customers till end of July 2022, You can create upto 50 users during the beta period and once the product is moved out from beta you may be asked to subscribe to a new billing plan or you may be charged based on the number of users you created in addition to your existing plans. If you are facing any issues or observed any bugs then please report it to [email protected]
Fill All Mandatory Details
Fill all the details as required in this form, all details are mandatory, certain fields may auto detect based on your Internet IP Address, you can change those info if needed.
Manual Setup of Teambox
This setup can be viewed only for the Administrator. Login into your Picky Assist Account then from the left side menu you can see a new menu “Organization” as shown in the image below;
Setting Up Organisation Details
Once you clicked the “Organisation” menu you will see something similar to what shown below;
As shown in the above image every organization should fill few basic details i.e the Company name, Locale and Workspace URL
In the first section, you should fill the details like your Company Name, Country and the Industry.
Next is “Locale” where you need to update the Date format, Time format, Time zone and currency.
Please make sure that you have saved the data by clicking on the green tick mark as shown in the below image;
Setting Up WorkSpace URL
Workspace URL means a unique URL for your users to login into Picky Assist Teambox, all your users will be login into their respective accounts through this URL as configured by you here, this will be like https://pickyassist.com/beta/w/____________ (your company name)
Please note once the Workspace URL Is configured it’s not possible to change it.
Department helps you to organise your users in a better way, you can create many departments like Sales, Support and add more users into the department, you will be able to assign a chat to one more department based on the customer query.
To create a department got Settings -> Dpeartments (Tab) and click on the +Department button on the right hand side as shown below;
You can give a name to the department and if you have existing users then can map them as well into it, you can add or remove users from a department anytime you want.
Editing or Adding Users into Departments
At any point of time you can edit the name of the departments, add or remove users into a department by clicking the “Edit” icon under Manage
A new popup will come as shown below where you can change the department name or add/remove users
You can see the number of users in a specified department in the Column name “Count” as shown below;
Roles helps each organisation to create a different privilege which each user should have, like you can give a user access to all chats or limit access to the chats which are assigned only to them, or can mask the sensitive data from a user etc
To create a Role click on Organisation -> Roles (Tab) then click the “+Add Roles” button on the right-hand side
A popup will open where you can give a Role name and Description as shown below;
You can enable the privileges which needs to be assigned to the "Role" and click on "Create Role" button
Once the role is updated the User needs to be logout and login to see the changes, so if you are adding new roles then please tell your users to logout from the Picky Assist platform and login again.
For easy adding new rules you can quickly clone an existing role by clicking the Clone icon as shown below;
Administrator can create Users/Agents to allocate the incoming chats coming to different channels.
Creating New User
To create a user click on Organisation-> Users (Tab) then click on +Add User (Button)
A Popup will open where you need to fill in the details as shown below;
Specify the name of the agent
Please add the email address and login information will be sent to this email address
Please add the phone number with country code without + or 0 in future we will be sending Reminder and other notifications to this phone numbers as WhatsApp or SMS
Internal Reference ID
This is an optional field and in future it helps you to route the chat based on some internal id like your employe unique id, software id etc
Here please select the department to which the user should be added, you have the option to add a user into multiple departments and can remove from a specific department anytime
Here you need to select the access role which needs to be applied for this user, you can assign only one role at a time if you want to change or adjust the roles then please update the same in the Roles
You have the option to set the password or click the “Generate Password” to automatically generate a password which will send via email to the user
Chat Allocation Status
If you want to allocate the user to receive Chats then please enable the same, you can change this status anytime
You can turn off the chat allocation if you are creating a user which monitors only the chats
Force Change Password First Login
We highly recommend enabling this as it enforce the user to change the password after their first login.
After filling in all the details click on “Create New User” button and you will able to see a popup as shown below which contains the Login information, we automatically send an email to the user
You can also copy the details and send through WhatsApp or any other mediums.