Team and dispatch
Staff, permission groups, pods, and how a ticket finds the right person.
- How to set up pods and staff so dispatch works
Add a tech, build a Specialty pod around a skill and turn on Elise Dispatch Mode, so new tickets from the portal or email go to the client's own pod first and your Specialty pod catches the ones its skills fit when that pod has no one to pick.
- How to set staff devices, permission groups and Elise dispatch tuning
Give each tech desktop toasts on their own computers, control what every staff group can do, see your own platform plan and card, and teach Elise's dispatch how long work takes with a preview you grade before she books anything.