Home / Beginner's Guide

How to Create a New Team?

Anna Tsaturyan

Last updated on Aug 09, 2023

Hi. Welcome to Hoory!

In this article, we'll show you how to create a new team in your Hoory inbox.

But first, let's understand why creating teams is necessary.

Teams let you organize your agents into groups based on their responsibilities. An agent can be a part of multiple teams. You can also assign conversations to a whole team.

To create a team, go to SettingsTeamsCreate New Team.

Upon clicking the "Create New Team" button, you will see the following screen.

Start filling in the fields. Assign a name for the team, briefly describe it, and tick the checkbox at the bottom if you want to assign the conversations to this team automatically.

Then, click "Create Team."

The next step is to add agents to the team. Select the checkboxes for the agents to be included in this team.

All the added agents will be notified whenever a conversation is assigned to this team.

Click "Add Agents". Only the selected agents can see the teams on their dashboards.

Click "Finish" on the next screen.

You will be able to see the team added to your list of teams. You can edit or delete this team anytime you'd like.

That’s it. Easy as that!

Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.