Manage a Department
    • 12 Nov 2024
    • 2 Minutes to read
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    Manage a Department

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    Article summary

    Get the most out of your Department by customizing its settings and preferences. 

    Each Department can have its own routing rules, agents and so much more. 

    Let's dive into the details. 

    Assign operators 

    Assign users as operators to make and receive calls in your department. Operators can also be granted Department Admin privileges.

    Head to your Dialpad Admin Settings.

    1. Select Departments
    2. Select the desired Department
    3. Select Assigned Operators & Phones
    4. Navigate to the Operators tab
    5. Select + Add people from your team
    6. Enter the name of the user into the text field
    7. Press Enter

    You also have the option to add a room phone in environments, such as a reception desk, where you want a shared phone to ring.

    Business hours & call handling

    In the business hours & call handling section, define when the Department is open and closed, as well as how calls are handled. It also serves as the area for you to set the department's timezone.

    Head to Dialpad Admin Settings.

    1. Select Departments
    2. Select the desired Department
    3. Select Business Hours and Call Routing 

    Choose for the Department to take calls 24/7, or set it to receive calls only during IVR and Voicemail Language settings that callers hear. 

    You can choose between Chinese (China), English (Australia), English (United Kingdom), English (United States), French (Canada), French (France), German, Japanese, Portuguese (Brazil), Spanish (Spain), Italian, or the Office default.

    Dialpad Ai

    Set your Dialpad Ai preferences for each Department. Choose to start automatically, turn it on or off at the operators' discretion, or show real-time transcripts when a call or conference begins.

    Integrations

    Enable integrations on Dialpad for the Department by heading to your Dialpad Admin Settings.

    1. Select Departments
    2. Select the desired Department
    3. Select Integrations
    4. Navigate to the desired Integration
    5. Select Options to make any updates to the integration 

    Advanced settings

    Take even more control over the department by customizing the advanced settings. These settings are specific to this Department only. 

    1. Head to your Dialpad Admin Settings
    2. Select Departments
    3. Select the desired Department
    4. Select Advanced Settings 

    Enable or update features such as:

    • Listen In & Barge Calls
    • Operator Access Settings 
      • Allow operators to access their own call recordings and summaries for calls within this department.
      • Allow operators access to all call recordings and summaries for calls within this department.
      • Allow operators to be able to delete calls, recordings, voicemails, transcriptions and other call-related data for their own calls within this department.
      • Allow operators to be able to delete calls, recordings, voicemails, transcriptions and other call-related data for all calls within this department.
    • Call Waiting (for operators)
      • When enabled, the incoming call will ring to all operators, even if they are already on a call.
      • When disabled, the incoming call will ring only to available operators.

    Note:

    Call waiting can be enabled on the Main Line and Departments and only applies when you select Simultaneous Routing.

    If you don't see the call waiting option in your Admin Settings, please reach out to our Customer Care Team to enable this feature.

    Working as a Department Administrator

    Department Administrators can monitor live calls, update their operator's DND status, and more.

    Learn all about working as a Department Admin in this Help Center article.





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