Teams Configurations

Teams Configurations

Overview

The Teams section allows call center administrators to create, edit, delete, and manage teams by assigning agents and adding descriptions.
 This functionality helps organize agents into logical groups (e.g., Sales, Support) to monitor agents in the live panel.

How to Access

Navigate via the Sidebar:
 Settings Icon ➝ Teams

Screen Layout

 Teams List View

The main Teams screen shows a list of all existing teams with:

  • Team Name

  • Description

  • Edit and Delete icons next to each team

A Create Team button is available at the top-right corner.

Create/Edit Team Modal

Clicking Create Team or Edit opens a modal with the following fields:

Field

Required

Format/Constraints

Team Name

Yes

Max 30 characters, must be unique, no duplicates

Description

Yes

Max 150 characters

Assigned Agents

Yes

Multi-select dropdown with live search functionality

Note: Assigned agents can be users with extensions only.

How to Use Teams

Create a Team

Steps:

  1. Click Create Team.

  2. In the form, fill in:

    • Team Name (required, unique)

    • Description (required)

    • Assigned Agents via searchable dropdown

  3. Click Create Team

  4. System validates required fields and checks for uniqueness

  5. On success:

    • Team is saved

    • A toast message appears: “Team created successfully”

    • New team is listed in the Teams list

Edit a Team

Steps:

  1. Click Edit icon next to a team

  2. Form opens pre-filled with current team data

  3. Admin may update:

    • Team Name

    • Description

    • Assigned Agents

  4. Click Update
    System revalidates the inputs

  5. On success:

    • Updates are saved and reflected in the list

    • Toast message: “Team updated successfully”

Delete a Team

Steps:

  1. Click the Delete icon next to a team

  2. A confirmation modal appears:
     “Are you sure you want to delete (Team Name)?”

  3. Click Confirm

  4. On success:

    • The team is removed from the list

    • Toast message: “Team deleted successfully”

Notes
You can check live Panel to view the team agents 

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