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      • What is IS-Messenger?
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    • Connecting a Channel
    • Invite your teammates
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    • Dynamic Variables
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  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
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    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
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  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
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    • Route Contacts by Shifts
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  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
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On this page
  • Getting Here
  • Team Overview
  • Team Name
  • Team Description
  • Actions
  • Adding a team
  • Managing a team
  • Deleting a team
  • FAQ and Troubleshooting
  1. Workspace Setting

Teams

Under the team settings, you can add, delete or manage teams belonging to the space.

PreviousAccess LevelsNextChannels

Last updated 1 year ago

Getting Here

This setting is accessible by Owner and Manager only!

This setting can be accessed from the Settings navigation menu under the menu item, Teams.

In this settings, you can:

Team Overview

A team is a collection of users that can be used for resource sharing and contact assignment.

Team Name

The name used to identify the team

Team Description

A short description of the team to help you better understand the function

Actions

There are three possible actions here:

Tips: Use the 🔍 at the top to quickly find the team that you are looking for.

Adding a team

Step 1: Navigate to Teams Settings From Settings Module, navigate to the menu item, Teams

Step 2: Press ADD TEAM To add a team to your space, press the blue ADD TEAM button at the top of this section. The Add Team dialog will appear and fill in the required information.

Step 3: Name the team and describe it Enter a name for the new team along with a short description. These fields will help you identify the team easily.

Step 4: Add Team Members You can add team members by typing the names into the field. The field will suggest the users based on what you type.

If you added the wrong user, you can remove them by pressing on the ✖ of the user.

You can always add or remove team members after adding the team.

One user can only belong to one team and you cannot assign a user to multiple teams. If you wish to relocate a user, you are required to unassign the user from the existing team and then assign them to a new team.

Step 4: Submit the form Review the information and press SAVE when you are ready to add the team.

A space can only have up to 20 teams. If you require more teams, you may need to delete some of the existing teams beforehand.

Step 5: Save Team

Review the information and click Save when you're ready to add the Team.

Managing a team

From the team record, you can press MANAGE and this should open up the Manage Team dialog. In this menu, you can make changes to the team information such as name, description and team members

Make the necessary changes, review the changes and press SAVE.

One user can only belong to one team and you cannot assign a user to multiple teams. If you wish to relocate a user, you are required to unassign the user from the existing team and then assign them to a new team.

Deleting a team

When a team is no longer in use, it can be deleted from the space and it can no longer be used by anyone else.

To delete a team from the space, press DELETE from the team record at the listing.

Confirm your deletion by pressing the DELETE button on the confirmation prompt.

Step 1: Navigate to Teams Settings

From Settings module, navigate to the menu item, Teams.

Step 2: Select the team to be deleted

Click Delete next to the Team's name. When the confirmation dialog prompts, click Delete to confirm the deletion.

Deleting a Team does not delete the Users. When a Team is deleted, the Users will remain as individuals without a Team.Be careful when you delete a Team as this action cannot be undone.

FAQ and Troubleshooting

How many Teams can I create?

The number of Teams that you can create depends on your subscription plan:

  • Team plan - Create up to 10 Teams

  • Business plan - Create up to 25 Teams

  • Enterprise plan - Create up to 100 Teams

Learn more about the subscription plans here.

How many users can I add to a Team?

The maximum number of Users that you can add to a Team depends on your subscription plan:

  • Team plan - Add up to 10 Users in a Team

  • Business plan - Add up to 25 Users in a Team

  • Enterprise plan - Add up to 100 Users in a Team

Learn more about the subscription plans here.

Deleting a team doesn't necessarily remove the users. When a team is deleted, the users will remain as individuals without a team.

Be careful when you delete a team. Bear in mind that the deletion cannot be undone.

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If the number of Teams has reached the limit available for your subscription plan and you require more Teams, you will need to delete some existing Teams beforehand. Read the to know the maximum number of Teams that you can create for your subscription plan.

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FAQ
Add a team
Manage a team
Delete a team
Add a Team
Manage a Team
Delete a Team
gif showing how to delete a team in respond.io