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Create your Team
Everything you need to organize your team better on MyAlice.
Only a Supervisor or an Admin can access Team Management Settings.

What is a Team?

Say, you are John Doe. As soon as you sign up, you will have a default team on MyAlice, called John Doe’s Team. You can later reset your team name as your brand name from Settings > Team Information.
Our users have different names for the default team.
  • Parent account
  • Workspace
  • Dashboard
  • Brand space

Invite Team Members

You can invite your team members once you have landed on the dashboard. You can also do so from the Settings tab.
1. At the left-bottom corner of your dashboard, click on the Settings icon.
2. Select the User Management tab on the left panel.
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3. Click Add User on the right-top corner, insert the email address and select the Role of your new team member, and click Invite Now. The invited member will receive an email invitation.
Head over to this page to learn more about user roles and how to assign them.

Update Team Information

1. Go to Settings > Team Information.
2. Add a team name, a brief description, and an avatar. The avatar is a cover image for your team, and the recommended size is 256 X 256 px.
4. After you are done uploading, click Update, and you are done.

Create Multiple Teams under One Account

To avoid confusion, we’ll be calling your default team as Account and sub-accounts as Teams.
Say, John Doe’s Team is your main account and it is linked to this email: [email protected]
You want to connect your five teams or brand spaces under this one account.
  1. 1.
    First of all, you have to sign up using five emails to create five teams. If you are an AppSumo user, you have to buy five codes for five teams.
  2. 2.
    Go to Settings > User Management to invite John Doe ([email protected]) as an Admin from all five teams.
  3. 3.
    Now from your parent account (John Doe’s team), you can toggle between all five teams by clicking on the profile icon in the top-right corner.
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You can also invite unique users to each team and set user roles from Settings > User Management. Members from one team cannot view activities on other teams unless they are invited.

How many Channels can a Team Have?

Channel
Number of connections
Additional Remark
Website domains
Unlimited
You can insert our live chat script on unlimited domains on any form of website, including custom websites, WordPress, php, etc.
Mobile chat plugin
Unlimited
You can insert our live chat script on unlimited domains on any mobile app.
Facebook
Unlimited
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Messenger
Unlimited
-
Instagram
Unlimited
Our Instagram Comment is still pending approval from Facebook. We hope to go live with this integration by X January 2022.
Telegram
Unlimited
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Line
Unlimited
-
Viber
Unlimited
You must have a Viber Business Account(s) to get started.
WhatsApp
Unlimited*
You must have a WhatsApp Official Business Account(s) to get started. Please refer to the WhatsApp pricing page for more details.
WooCommerce or Shopify
One store per team*
For now, you can only connect one WooCommerce or Shopify store per team. Therefore, to connect multiple stores, you need to buy multiple codes. However, we have included multi-store connection in our pipeline. Please check the updated roadmap for multi-store connection to learn more.
NLP
Unlimited
We only support wit.ai for now. Down the line, we have plans to integrate with INTNT.ai and release our own NLP app: Brain from Alice. Please check the updated roadmap to learn more.

Create Groups in Your Team

A group is a small team within your team, usually comprised of the same functional role. You can assign tickets to an entire group.
For instance, you can configure your settings to ensure that all the sales-related tickets are assigned to the sales group. Here are some common groups our users create to manage their tickets efficiently.
  1. 1.
    Support
  2. 2.
    Sales
  3. 3.
    Marketing
  4. 4.
    Onboarding

How to Create Groups

  1. 1.
    Go to Settings from the left navigation bar and choose Group Management.
  2. 2.
    Click on Create a Group from the right-most corner.
  3. 3.
    Now add a group name and image.
  4. 4.
    Add group members from the search field. You need to invite your team members first to add them to a group.
  5. 5.
    Next, you can turn on the toggle to create smart rules to assign tickets automatically.
  6. 6.
    After you are done, click on Save Changes.
Last modified 8d ago