Use the AI Portal's Teams Page to create specialized teams for specific tasks and topics. The AI uses information entered on the Teams Page to assign tasks to your team members.
You can create teams for any leasing or resident topic, such as Application, Billing, and Utilities. Team members can then filter their Tasks page to view their assigned tasks only.
This feature, which is unique to Elise's AI Portal, ensures prompt and accurate task assignments, supporting centralization and eliminating bottlenecks.
Navigate to each section of this article with the links below:
Access Teams Page
Contact your Customer Success Manager (CSM) to launch your Teams Page. This feature is currently in Beta.
Once Elise launches your Teams Page, you can access it by clicking Teams in your AI Portal's left sidebar.
Create Teams
Follow these instructions to create a new team for a specific task or topic:
- Click the Add Team button at the center of the teams page. Or, if you have already created your first team, click New Team in the page's left sidebar.
- This opens a team creation page.
- This opens a team creation page.
- Type in a Team Name and Description at the top of the page.
- Add Responsibilities (or tasks) for your team. Click Add Responsibility to select from a list of Responsibilities. Or, type in a Responsibility and click Add+.
- Select Communities (or properties) for your team to cover. Enable the All Communities switch to assign all your communities to the team. Or, disable the switch to select individual communities.
- Click Next at the bottom of the page to proceed.
- Assign Supervisors to your team with the Select User dropdown menu. Supervisors manage responsibilities and receive all tasks assigned to the team.
- Click Next to proceed.
- Assign Members to your team with the Select User dropdown menu. Click Next to proceed.
- Assign communities for each team member to cover. Check the boxes at the top of the page to assign all communities to a member. Or, check the boxes next to each community to assign that specific community.
- Click Submit to create your new team.
Update Teams
Follow these instructions to update a team's settings:
- Select a team from the left sidebar of the Teams Page. This opens a team settings page.
- Use the team settings page to update the team's Responsibilities, Members, and Communities. Use the tabs in the middle of the page to navigate between different settings.
- Remove a team, if needed, by clicking the Trash Can Icon in the top right corner of the page.
Task Routing Settings
Use the Task Routing Settings page to configure how and when your team receives assigned tasks. Note that you can only update these settings for all your teams at once, and not for individual teams.
Follow these instructions to update your Task Routing Settings:
- Select Overview in the left sidebar of your Teams Page. (This may already be selected by default.)
- Select Pooled or Prospect Owner as your Task Assignment Method:
- Pooled (Recommended): All team members can view assigned tasks. This method supports quick responses and prompt resolutions.
-
Prospect Owner: Tasks are assigned only to the prospect owners involved in those tasks.
- NOTE: See the Prospect Owner article for more information on this feature.
- Type in criteria for high-priority tasks in the Task Priority text box. The AI uses your criteria to identify and label tasks as high-priority.
- Set Prospect Owner Assignment with the Set Owner on Agent Reply switch. When enabled, the first team member to reply in a conversation becomes the prospect owner if no owner is already set.
- Click Save to save your Task Routing Settings.