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Step 6: Adding locations & departments

All you need to know about adding and setting-up your locations and departments

Much like you would set up a phone system … Web1on1 needs to understand the structure of your organization to be able to deliver chats to the right person.

So go ahead and add your business locations and departments.

Definitions:

This is how Locations and Departments are set up in your AMP:

5.1


Organization

Synonym for the Account you created, or your Dealership.

Location

Physical location (exists as a Google My Business Place). Used for sharing business information like opening times, phone number, address, etc with Agents along with chat routing and lead delivery.

Department

Used for delivering Chats / Leads to the right team. Eg. Audi leads need to be send to Users linked to Department B

It is important to add your (Google) business locations in your configuration. This is essential information for users, linking them to specific location data (like opening times, phone number, address etc).

It is also used for Google My Business Messaging (more info: Google Business Messages)

Adding business locations

Click on Locations in the navigation column and press the [+] button at the bottom right.

5.2

Adding locations is done via a Google Places search. Web1on1 will be able to find and add any and all of your Google Places registered business locations.

5.3

You can add departments, brands and additional configuration at a later stage.

Once you have searched, selected and added a Google place, it will be added to your location listing.

5.4

When you click the location to open the location details, you will see the Google Place ID that is used for Google Business Messaging.

5.5


Once you have added your location(s), department(s) and brand(s), you can access an overview by clicking on [Expand All]

5.6

 

Add departments to your locations 

It is required to add at least 1 department to each of your locations for the system to work. 

Email addresses can be added on the location only (if same email for the different departments). 

For example:

SalesAudi 

5.7


Aftersales - Audi

5.8


External Id -
Connecting departments to External Systems

This feature allows your existing systems such as Dealer Management Systems (DMS), Planning Systems and Lead Management Systems (LMS) to connect with the Automotive Messaging Platform.

Add email Address on location level

When adding an email address on a location level, all leads generated for that location will be sent to that email address.

5.9


Add email address on department level

When adding an email address for a specific department, all leads generated for that department will be sent to that email address. If there’s no email address, the system will use the location email address to send the lead.

5.10

Connecting your department to a Team Inbox

When connecting a department to a team inbox, the system knows to which team inbox a new chat belongs to.

Then, if a client belongs to a specific department (see screenshot below), every chat is being routed to the right team inbox.

5.11

 

In the video below, you will find an explanation of these features.

 

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