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*This feature removes the need for Teams to have multiple users logging into one account with the same password. This is an Enterprise feature, contact sales@botdoc.io for more details.

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  • An Enterprise Level Functionality

  • Each Queue created will be a license (count as a user) however a Queue cant log in

  • Only Owners and/or Admins of the team can create and invite users to the Queue

  • Depending on how many licenses you have for your team, there is no limit to how many users you can invite to a Queue

  • Queue Contacts - When sending a request via the Queue, the recipients email or SMS information will be automatically stored in Contacts of all users within the Queue regardless of who entered the recipients information.

  • A Team public URL link (just like the personal URL link in email signature blocks) with its own personal page tab to make changes

  • Users can send a Pull via the Queue or send a Push via the Queue vs your own user name

  • Notify selected users or all users of incoming requests (see below)

  • Assign a Pull to yourself or assign to a another user in the Queue

  • Queue Pull timeline details - “Tori Mills assigned this request to Melinda Price” (assigned to a user) or “Tori Mills assigned this request to Tori Mills” (assigned to myself) or email@yahoo.com initiated a Pull from the PRE Loan Apps Queue Public URL

  • Assign a Push to yourself or assign to another user in the Queue

  • Queue Push timeline details - “Tori Mills assigned this send to Melinda Price” (assigned to a user) or “Tori Mills assigned this send to Tori Mills” (assigned to myself)

  • When a user is assigned a request from the Queue, that user will receive a Queue email notification. NEW - This email notification will have visibility into some of the request details (scroll down to view)

  • All movement to the Queue Push or the Queue Pull are saved on the Queue Audit Logs

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Click on VIEW to manage the users inside your team Queue. Owners and Admins can add users to any Queue by clicking on the “Add User” and entering the users email address. Or Owners/Admins can remove a user by clicking on the red X”.

NEW - If a user is in Pending invite status, you can now Pre-select Queue so that once the user creates their account, they will automatically be assigned to the queue you assign them to. This will allow your invited members to already have necessary permissions and Queue access as soon as their account is created.

*This will alleviate the need to come back in and add permissions and queues AFTER their account is created.

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Click on “Pre-select Queues” which will take you to a list of your teams queues, select the drop down and choose the queue or multiple queues.

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Once this notification box is checked, those users will receive an email notification of all incoming requests to this Queue where the user can then assign to themselves or to another user.

NEW Some request details will be visible inside this email notification along with “subject line” details.

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