How to create a new team

You can create a new team to share different conversations with your teammates.

For example, if you have an accounting team, a developers team, or a sales team, you can create all of them, assign automatically incoming conversations by using Smart Assignment Rules.

So how do I create a new team?

First of all, you should have some team members to join your team.


Then open your project settings by clicking on your profile picture on the bottom left

Select Teams under Project & Team from the left sidebar then click on Create Team on the top right corner.



Once you are here:

  1. Choose a name for your team
  2. Choose an icon
  3. Select team members
  4. Save Team


It’s easy peasy.

Enjoy your coworkers on Customerly. πŸ˜€