Teams

Teams are groups of live agents organised for specific workflows, languages, or client accounts. Chat assignment and ticket routing can target teams rather than individual agents.

Go to Settings → Workspace → Teams.

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Teams table

Use the Search field to find a team by name, or Reset to clear.

Column	Description
Name	Team display name
Members	Number of users in the team
Team role	Default role applied to team members
Teamspaces	Teamspaces the team is associated with

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Create a team

1. Select Create Team.

2. Enter the team name.

3. Assign a team role.

4. Optionally add members and associate with teamspaces.

5. Select Create.

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Edit a team

1. Select the team in the table.

2. Update name, members, role, or teamspace associations.

3. Select Save.

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Delete a team

1. Select one or more team checkboxes.

2. Select Delete Team and confirm.