Creating and Managing Teams

As an organization administrator or manager, you can create and configure teams to match your operational structure.

Creating a Team#

The process of creating a new team is straightforward:

1. Navigate to Settings > Teams in the

   Navigate to Settings > Teams in the Whisper sidebar.

2. Click the Create team button

   Click the Create team button.

3. Enter the team name

   Enter a descriptive Team name (e.g., "Customer Support (English)").

Configuring a Team#

Once a team is created, you can customize it to fit your needs:

• Members: Click Add member to select existing users in your organization to join the team. You can also remove members from this section.
• Integrations: Click Add integration to assign specific email inboxes or stores to the team. This routes related conversations to this team.
• Preferred language: Select the primary language for this team from the dropdown menu.
• Team AI instructions: Enter specific, custom instructions for the AI agent when it handles threads assigned to this team.

Deleting a Team#

If a team is no longer needed, you can delete it:

1. Select the team from the list in the

   Select the team from the list in the Teams section.

2. Click Delete team and confirm your choice

   Click Delete team and confirm your choice.

Related Articles#

• Teams Overview