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Set up Client teams (previously contact books)

  • Updated

Who can use this feature?

System & User administrators only

 

We have simplified the process of setting up your servicing model within your Qwil, with the introduction of client teams. With client teams you can define your teams of staff users, and any time you onboard a client, simply assign them to their assigned team. This means no more individually adding staff members to groups and no more need for a group per client. 

 

How does it work?

Your organisation on Qwil Messenger is composed of two user types Staff and Clients with Client Teams that are used to connect users to each other. You are the one assigning the client team so that your clients know who they can start a chat with. Once you have set up your teams, onboarding a new client to Qwil is as simple as filling in their details, and assigning them to the correct team. Clients cannot see each other in a client team (as opposed to the previously contact books)

 

What to expect?

  • You can create client teams that replicate your coverage model.
  • A "Default Client Team" is created automatically for new organisations or when contact books are migrated. 
  • Tip: If you don't have a Default Client Team, just select any legacy contact book and rename it afterwards to Default Client Team. 
  • When you invite a client, they will be assigned to the team of staff that they should have access to message on Qwil. Clients cannot see each other in a client team
  • Staff can only see a client contact if they are in a client team assigned to them to ensure privacy at all times. 
  • Client teams can be updated at any time with new staff and clients added or invited according to your business. 
  • You can easily migrate from contact books to client teams

If you have a large number of contact books already on Qwil then read our guide on migrating to client teams.

 

 

Setting Up Client Teams

 

  1. From your desktop, click on the admin menu 
  2. Click on Client Teams.
  3. Click Create and set a name for your client team.
  4. Click on add members and add the appropriate staff users to their team
  5. Repeat steps 3 & 4 until you have set up all your staff users into their teams.
  6. You can now assign clients to their respective client teams when inviting them to Qwil.

 

Note: Use the Add Members button once the client team has been created to add the staff users who will be accessible to the client members.

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