π‘ Why Use Teams? #
If youβve got multiple agents working together, organizing them into teams can really simplify your day-to-day. Whether itβs Sales, Support, Billing, or Marketing, grouping agents into teams helps you:
- Assign and filter conversations faster
- Stay organized as your agent list grows
- Keep internal collaboration efficient
Now, letβs create your first team!
β Step-by-Step: Create a Team in Flowbee.io #
- Go to the Agents section
Click the π₯ Agents tab from the left-hand menu. - Click β+ Add New Teamβ
Youβll find this on the right side under the βTeamsβ panel. - Enter a Team Name
A simple label like βSupportβ or βSales UAEβ will do just fine. - Select Agents to Add
Choose team members by ticking the checkboxes beside their names.
You can scroll or use the Search bar to find specific agents quickly. - Click βCreate Teamβ
Once youβve selected your members, hit the β Create Team button.
Thatβs it β your team is ready! π
Now youβll see it listed in the Teams panel, and you can start using it in filtering and assignment workflows.