Before you begin

  • You must be signed in to Agent Desktop.

  • You must be associated with more than one team.

  • You must have no active tasks, interactions, or incoming task requests.

1

Click User Profile in the top, right corner of the Desktop.

2

Click Team.

3

Choose a team from the Team drop-down list or use the search field to filter the list.

4

Click Save Selection.

A prompt message appears to confirm the team change.

5

Click Change Team.

Desktop shows you a success message and applies the layout and routing strategy for the new team.