Creating and Managing Teams

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What are Teams?

Teams allow you to group members inside TelaviOneChatAI for better conversation management, role control, and workload distribution. By creating teams, you can organize agents based on departments (like Sales, Support, or Marketing), assign chats efficiently, and maintain structured internal collaboration.

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Benefits of Teams

• Organize agents into structured departments.
• Improve chat assignment and workload distribution.
• Control access and permissions through role mapping.
• Monitor team-level performance efficiently.
• Enable smoother collaboration between members.

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Manage Teams

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Create a New Team

1. Go to More from the left sidebar.
2. Click on “User & Teams”.
3. Ensure you are on the Team tab.
4. Click “Add Team”.
5. Enter the Team Name (mandatory).
6. Add a Short Description (optional but recommended).
7. Click “Add Team” to save.

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Edit an Existing Team

1. Navigate to the Team list inside User & Teams.
2. Locate the team you want to modify.
3. Click the Edit icon under the Actions column.
4. Update the required fields and save changes.

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Delete a Team

1. Go to the Team tab.
2. Find the team in the list.
3. Click the Delete icon under the Actions column.
4. Confirm the deletion when prompted.

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FAQs

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