Teams

You assign conversations to teams so agents can collaborate in a shared workspace. Administrators monitor team activity from the same view.

Create a team

1. Go to Preferences > GENERAL > Teams.

   

2. Select + New team.

   

3. Enter the team name.

4. Select an assignment method for new conversations:

   • Manual: Agents assign conversations to themselves or to other team members.
   • Balanced: The platform automatically assigns conversations to agents with the fewest active conversations.

5. Add agents to the team.

   Select the agent selector and choose the agents you want to add. Select Add to confirm. Added agents appear below the selector.

   You remove an agent from the team by selecting the Trash icon next to the agent.

   

   :blue_book:

   NOTE

   Each agent can belong to only one team at a time. An agent cannot be assigned to multiple teams simultaneously.

6. Upload the team logo.

7. Optional: Configure a team reply message.

   The team reply message is an automatic response sent when a new conversation is assigned to the team and agents are available to handle it.

   It replaces the standard Conversation start message from Automatic Replies settings.

   You select Team reply message, then enter the message you want customers to receive. For example: "Thanks for reaching out! One of our agents will get back to you shortly."

   

   If you do not select Team reply message, no team-specific automatic reply is sent.

   :blue_book:

   NOTE

   To avoid duplicate messages, the platform sends either the team reply message or the Conversation start message:

   • If the team reply message is configured, it is sent instead of the Conversation start message.
   • If the team reply message is not configured, the platform sends the Conversation start message.
   • The Conversation start message is sent only when the conversation begins. It is not triggered when a conversation is transferred to a team mid-conversation.
     The team reply message only replaces the Conversation start message. Other automatic replies still apply:
   • If the conversation is received outside office hours, the Message outside office hours is sent.
   • If the conversation is unassigned to an agent, the Awaiting agent assignment message is sent as configured.

8. Select Save to create the team.

Optional: Route all new conversations to a team

After you create a team, you automatically route all incoming conversations to a specific team.

1. Go to the Assign Team section.
2. Select the checkbox next to the team that should receive all new conversations.
3. Select Save.

New conversations are assigned to the selected team without manual intervention.

Optional: Edit or delete a team

You see created teams in the main Teams section.

You edit a team by selecting Edit next to the team. Update the fields you want to change and select Save.

You delete a team by selecting the Trash icon next to the team. In the confirmation dialog, you select Delete.