LogoCRMAI Docs
Main FeaturesTeam & AccessTeam & Division Management

Division Setup

Purpose

Organize your team structure so incoming conversations can be routed to the correct department automatically.

Access

  • Dashboard: /{locale}/dashboard/division

Division list

The Division List table shows: Label (a color dot), Name, Greeting Message (preview text), and Action (⋯ menu).

Recommended annotation: ① box the colored Label dot. ② arrow to the Greeting Message column showing a preview like "Halo {{name}}, ada yang bisa dibantu?" — note it can include the {{name}} variable. ③ arrow to the ⋯ action menu.

How to create a division

  1. Click the ⊕ button top-right of the Division List page.

  2. In the Configuration dialog, fill in:

Field

Description

Example shown

Division Name

Required display name.

Support

Deskripsi

Optional description. Placeholder: "Deskripsi Divisi (Opsional)".

(empty)

Division Color

A color picker/bar.

Green

Note: the Deskripsi field label appeared in Indonesian in the reviewed screenshot even though the rest of the dialog was in English (similar to a mixed-locale observation noted elsewhere in this documentation, e.g. the Away Message Cooldown field). If your workspace locale is English, confirm whether this is expected or a translation gap worth reporting.

  1. Configure the Division Greeting section:

Field

Description

Enable division greeting

Toggle — must be on for the greeting to be sent.

Greeting Image

Optional file upload.

Message Type

Dropdown — Text or Interactive.

Interactive message builder

"Activate interactive then arrange JSON payload from the builder modal." Click Activate Builder to open it — see Interactive Messages.

Greeting message text

Free text, e.g. "Halo dengan divisi support CRMAI, ada yang bisa kami bantu?"

  1. Click Save.

Recommended annotation: ①②③ number Division Name, Deskripsi, and Division Color at the top. ④ box the Division Greeting panel as one group, with ⑤⑥⑦ numbering Enable toggle, Message Type, and the greeting text area inside it. ⑧ arrow to Save.

Use divisions with connections

When configuring a connection, select the target divisions that should use that connection. For WhatsApp Merapi connections, division choices may also be displayed as interactive quick-answer buttons.

Edit and delete

Use the ⋯ action menu to edit or delete a division. Before deleting, check the connections, users, and routing rules that refer to it.

⚠️ The delete handler has known implementation inconsistencies — verify deletion behavior in a staging workspace before relying on it in production.


Related: User Roles & Permissions · Connections Overview · Inbox Tabs & Ticket Lifecycle

On this page