Teams, like Skills, can help determine which tasks an Agent is eligible to be assigned.

You're able to see which Teams an agent is a member of on the Agents Page.


Teams Column

Teams Column


To change the Teams that an Agent belongs to, click on their name on the Agents Page to open the Agent Slideout. Click on the Team dropdown to view the available Teams and select the Team(s) you'd like the Agent to be a part of. Click Save to confirm your changes once finished.


Teams Dropdown



To add or update the list of teams available in your account, email