Creating Teams in Conversations

You can create teams in Kimoby to bring together staff who have similar functions or are part of the same department.

By creating teams, you can

  • have multiple users interact with customers;
  • inform the whole team when there's a notification with alerts;
  • tag teams with internal notes.

The team feature will not hide conversations from other users. All users will still be able to access conversations from teams they aren't part of. 

Creating a team in Conversations

To create a team, you need to be an administrator.

  1. In Conversations, click on the + icon Add team under Teams section.
  2. Insert your team's name in the Name field.
  3. Add users to your team by clicking on Add beside the name of the person you want to add. You can also use the search bar Search for a user to find specific users. You can add as many users as needed.
  4. When done, click on Create team.

Creating a team in the team settings

  1. In Conversations, click on the Manage gear icon under the Teams section.
  2. Click on Add a team
  3. Insert your team's name in the Name field.
  4. Add users to your team by clicking on Add beside the name of the person you want to add. You can also use the search bar Search for a user to find specific users. You can add as many users as needed.
  5. When done, click on Create team.







Did you find it helpful? Yes No

Ready to get started?