Introduction to agent groups
  • Updated on 08 Apr 2020
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Introduction to agent groups

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An agent group is an agent management tool that helps you to build consistency into agents that collect the same or similar data. Agents assigned to an agent group will share the agent group’s settings, publishing, scheduling, and notifications.

The agent group dashboard allows you to assign agents to the agent group, synchronize settings, and clean up the data received by using views.

An agent group can be created from scratch or based on existing agents in your account.

Getting started with agent groups

  • Create a new agent group
  • Add template fields to an agent group.
  • Create an agent using an agent group.
  • Assign existing agents to the agent group.
  • Merge existing agent field to agent group template fields.

Create a new agent group view to sort and/or filter the data in the collection. When you create a new view in an agent group, that view is shared by all the agents assigned to the group. Data from each agent can be displayed in that view on each agent’s dashboard or on the agent group’s dashboard.

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