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Add Teams

Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively.

To start adding teams, go to Settings → Teams → Create new team.

Chatwoot Dashboard Home Screen

You will see the screen shown below. Add Teams as per your need. Create Teams and group the issues/tickets to several groups such that assigned agents need to work in relevant teams only.

Chatwoot Add Teams Details
Field NameValueRemarks
Team NameAssign a name for the teameg: Sales, Support
Team DescriptionGive a short description about the teameg: Team to resolve queries related to sales of Hopkins products
Check boxTick this box if you would like to auto assign the conversations in this teamIf this is not ticked, the conversation will remain as unassigned.

Click on ‘Create Team’.

The next step is to add agents to a team.

Whenever a conversation is assigned to this team, all the added agents will be notified.

Select the Checkboxes for Agents needed for this team.

Click on ‘Add Agents’. Only these agents will be able to see these teams on their screen.

Add Agents to Teams Screen
Click on 'Finish' on the next screen.

You will be able to see the team added to your list of teams. You can edit or delete this team anytime you would like to.

Teams Create Finish Screen