Last updated: 2025-12-01

Source: https://support.freshdesk.com/support/solutions/articles/50000003304-what-are-omnichannel-groups-classic-freshdesk-omnichannel-

With Omnichannel Groups you can:

  • Set up the automatic assignment of tickets, chats, or calls and create Business Hours for your agents across Freshdesk, Freshchat, and Freshcaller.
  • Manage all your teams centrally from Freshdesk.
  • Automate workflows across channels easily.
  • Get a holistic view of performance for your team.
  • To create a New Omnichannel Group:

  • Go to the Admin >Teams > Groups
  • The default groups available are listed; you can click on the Edit button next to each group and add agents
  • If you want to create a new group, click on the New Group button on the top right.
  • Enter a Group Name, this will help you identify the group.
  • Select the Group Type.
  • - A Support group is for agents handling emails and social media tickets

    - A Service group is for field technicians. (To know more about Service Groups, please click here.)

  • Enter a Description for the group.
  • Select the Business Hours you want to apply to this group. (To know more about Omnichannel Business Hours, please check out this article.)
  • If you want to add agents immediately, check the Add agents in the next step box.
  • Click on Create to create your group.
  • If you had checked the Add agents in the next step box, you will see the following screen.
  • You can add agents to the group by entering their names or email addresses in the text box.
  • To add multiple agents at the same time, you can enter their email addresses separated by a comma or space.
  • Once you have added all agents, click on Add to group.
  • If you want to set up automatic assignment:

  • Click on Group Properties.
  • To automatically assign tickets to your agents, turn on Automatic ticket assignment and select the type of ticket assignment you want.
  • To automatically assign chats using IntelliAssign, turn on Automatic chat assignment.
  • If you want to ensure your tickets aren’t left unassigned in a group, scroll down to Ticket escalation settings and set up an escalation rule to automatically receive an email notification when a ticket is left unassigned for a set period of time.
  • You can choose the agent to be notified and the time before which they are notified.
  • To add/remove agents to your group:

  • Click on the Agents tab. You will see a list of agents added to the Group
  • To remove an agent, click on the Delete button on the right.
  • You can also delete multiple agents at a time by selecting the agents using the check box on the left and clicking on the Remove button.
  • To add new agents to the group, click the Add agents button on the right.
  • Enter the names of the agents or copy their email IDs separated by space or comma.
  • Once you have added all the agents, click Add to group.
  • Please note that if you try to add/remove agents from your Freshchat or Freshcaller account, you’ll be redirected to your Freshdesk account.
  • Now all your agents are organized into groups and you can see their performances using Omnichannel Analytics.