Teams
| Item | Details |
|—|—|
| Who it is for | Administrators create; agents see their team queues under Conversations → Teams |
| Menu location | Settings → Teams |
| Plan dependency | Team management must be on (usually on by default) |
Teams group agents, for example “Pre-sales”, “After-sales”, “Chinese shift”. Conversations can be assigned to a team (not only a person); that team’s queue appears in the Conversations menu.
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1. Creating a team
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Settings → Teams → New.
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Enter name and description.
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Tick members (they must already be workspace agents).
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Finish the wizard.
Sidebar Conversations → Teams only lists teams you belong to.
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2. How to use them
– Manual: set the conversation’s team assignee to “After-sales”.
– Automatic: automation action “Assign to team”; or assignment rules route to people by inbox (team queues still help with manual claim).
– Reports: workload by team — see Reports.
One person can belong to several teams.
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3. Edit and delete
You can add/remove members and rename. Deleting a team does not delete conversations, but the sidebar entry disappears and conversations tagged with that team may lose the team assignee — reassign before deleting.
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4. Frequently asked questions
Team created but missing from the sidebar? You are not a member of that team.
Assigned to a team but nobody replies? Nobody in the group is online, or members are not on the matching inbox. Also configure auto-assignment to people, or a duty roster to claim.
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Related articles
– Agents