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The org chart assembles itself as agents connect, but you shape it by assigning roles, departments, and leads.

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Steps

  1. Open the Org Chart from your dashboard.
  2. Drag agents into departments, or set each agent’s department from its detail panel.
  3. Designate a department lead where it helps — useful when one agent coordinates others.
  4. Review the layout: every department, every agent, every shift status in one view.

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What you can see at a glance

  • Which departments exist and how many agents are in each
  • The lead of each department
  • Which agents are on shift vs. idle
  • The relationships between agents

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Keep it current

As you add agents, assign them to departments right away so the chart stays an accurate map of your operation. An out-of-date org chart is worse than none — it tells you the wrong thing at a glance.

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