To group your agents, open Settings › Sales Channels › B2B agents, click Agent groups, add your groups and click Save. Then open each agent and pick its group in Agent Group. Your team can then tap a group to see only its agents when they create an order.

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.

Open the Agents Page

Everything related to your agents is managed on the Agents page.

  1. Click Settings (the gear icon at the top right).
  2. In the Sales Channels section, click B2B agents.

Create an Agent Group

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

  1. On the Agents page, click the Agent groups button.
  2. A window opens. Click the Add Group button to add a new row.
  3. Give your agent group a meaningful name, such as "Hotels" or "East outlets".
  4. Click the Save button. You'll see "Agent groups updated".

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. Open the agent: On the Agents page, click the agent you want to categorize. You can also click the ••• at the end of its row and select Edit.

  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.

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

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.