Visibility and control with Team View
Our Team View features allow you and your team to see and step into conversations in real time.
One place for all your conversations
With Team View, you can:
- Assign conversations to team members
- Step into conversations at any time
- Organize and filter by channel
- See customer details
- Search conversations
- Read and respond via mobile messenger
More visibility,
better accountability
Team View enables full transparency with Atlas and your team.
- See conversations Atlas starts in real-time
- Review conversations that Atlas qualifies
- Review how your team handles conversations passed by Atlas
- Improve accountability by assigning leads and follow-up
Mobile messenger for
on-the-go availability
Team View is also available on mobile to make communication easy on-the-go, especially for field sales teams.
Your team can see and reply to conversations and get push notifications on a smartphone, so you never miss a beat.
Organize and manage your team's conversations
Team View is an easy way to see conversations in real-time and manage team responsibilities.
Conversation assignment
With Team View, you can assign conversations to individual team members to ensure nothing slips through the cracks.
Data security
Protect sensitive business information by centralizing conversation data (rather than having team members communicate on their phones).
Agent takeover
With Team View, your agents can step into a conversation at any time.
Enhanced visibility
Gain a comprehensive overview of your conversations: see customer details, filter by channel, and search conversations.