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Creating a department

  1. Go to Departments.
  2. Click + New department.
  3. Give it a name.
  4. Select the agents to assign.
  5. Save.

After creating it, configure its pipeline, playbook, and alerts (each defaults to the company-level settings until you change them).

tip

Assign agents before you tune the playbook — you'll want to see their calls scored by the new department's rules right away.