
## What are Agent Groups?

Agent Groups are a way to organise your agents into categories. Instead of your team scrolling through a long list of names, they can tap on a group to see only the agents that belong to it. This is especially useful as you add more agents over time.

## Access the B2B Page

Everything related to your agents is managed within the B2B section of your system.

**Navigate to B2B:** On the top navbar, click on <Badge>Sales Channel</Badge>. A dropdown list will appear, select <Badge>B2B</Badge>.

![Navigate to B2B: On the top navbar, click on Sales Channel. A dropdown list will appear, select B2B.](https://cdn.easybizcloud.app/knowledge/c213667070f56ec0fc9a0ea92da04abae9f3cc538314afc94fe8831bca71fa44.png)

## Create an Agent Group

Before you can organize your agents, you need to define the specific agent group.

Click on the <Badge>Agents Tab.</Badge> This is where you are able to see and manage your agents. Click on the <Badge>Agent Groups</Badge> button.

![Click on the Agents Tab. This is where you are able to see and manage your agents. Click on the Agent Groups button.](https://cdn.easybizcloud.app/knowledge/4acba89b38b5bb58661251b41bf8023c03466c85044b72c8858bcaa9716ed74b.png)

A pop-up window will appear. Click on the <Badge>+ Add Group</Badge> button to create a new field. Give your agent group a meaningful name and click on the <Badge>Save</Badge> button. This creates an agent group.

<Video src="https://cdn.easybizcloud.app/knowledge/video/28e99061b5a6869b30f825f1c6f888bfe28cfd46b9550b674e2d6955cbb8452e.mp4" />

## Link an Agent to a Group

After defining your agent groups, you can assign each individual agent to their specific agent group. This ensures that the agent is correctly identified throughout your entire system.

1. **Edit Agent:** On the Agents page, find the agent you want to categorize. Click the <Badge>•••</Badge> and select <Badge>Edit</Badge>.

![Edit Agent: On the Agents page, find the agent you want to categorize. Click the ••• and select Edit.](https://cdn.easybizcloud.app/knowledge/c0f10b51dba55f2be5837933a223eeaec3ba06f7862bc3e472b0636ad0deb359.png)

2. **Assign Group:** In the **Agent Profile** section, find the **Agent Group** field. Click the dropdown menu and select the **agent group** you just created.

![Assign Group: In the Agent Profile section, find the Agent Group field. Click the dropdown menu and select the agent group you just created.](https://cdn.easybizcloud.app/knowledge/1a7199f35c5991bb6aa6667720c6cb471603f36578ab0549d109e03210f3010b.png)

3. **Save:** Click **Save** to apply the changes. Your agent is now linked to an agent group.

![Save: Click Save to apply the changes. Your agent is now linked to an agent group.](https://cdn.easybizcloud.app/knowledge/5d33c4160d3cc3f691aa2613fee83917d12acd70a81dc3f7c20f798d9fdb3a2c.png)

## Why We Use Agent Groups

As your network grows, a single long list of agents becomes difficult to navigate. Utilizing **agent groups** allows you to maintain order and ensure that different segments of your business are handled correctly without confusion.

**Real-World Use Case:** Faster On-Site Operations. In a busy factory or warehouse, staff needs to work quickly. **Agent groups** simplify their process:

- **Find Agents Instantly:** As shown in the video, a worker can tap an **agent group** name to instantly see only the relevant agents. They don't have to scroll through hundreds of unrelated names.

- **Prevent Errors:** By narrowing the list to a specific **agent group**, workers are much less likely to select the wrong agent by mistake.

- **Improve Efficiency:** Proper organization through **agent groups** ensures your team spends less time searching and more time processing orders, keeping your production line moving.

<Video src="https://cdn.easybizcloud.app/knowledge/video/1cddef5768257f058f9204872c14148960b5b2580a937e59a0412b57af75ad38.mp4" />
