> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/settings/general/teams.md).

# Teams

The **Teams** feature allows you to group users into teams and define how conversations or leads are assigned to team members.

Based on the users and roles already created, you can assign users to a team using:

* **Manual Assignment** – Assign conversations or leads to specific team members manually.
* **Round Robin** – Assign conversations using the Round Robin assignment method.

{% embed url="<https://app.supademo.com/demo/cmsy5n0mq0ewnqmla7c92xlc5?utm_source=link>" %}

### Create a Team &#x20;

Follow these steps to create a new team:

1. Go to **Teams**.

{% embed url="<https://app.supademo.com/demo/cmtv0cnff000duj0jgvvt8edv?utm_source=link>" %}

2. Click **Create new team**.

{% embed url="<https://app.supademo.com/demo/cmtv0eiq000f3vq0i6ruxoymf?utm_source=link>" %}

3. Enter the **Team Name.**<br>

{% embed url="<https://app.supademo.com/demo/cmtv0fuyl00j6vw0j2ld2d7ac?utm_source=link>" %}

3. Click the **Select Team Mates** field.

{% embed url="<https://app.supademo.com/demo/cmtv0sqkg00frvq0ipsggfq48?utm_source=link>" %}

**Manage Team Members**&#x20;

While creating a team, you can add or remove team members from the **Select Team Mates** field.

For example:

* Select **Arul Barathi** to add the user.<br>

{% embed url="<https://app.supademo.com/demo/cmtv0uzcn00bduu0k8ucyl81h?utm_source=link>" %}

* Select **Yuvashree S** to add the user.

{% embed url="<https://app.supademo.com/demo/cmtv0yetk00fuvq0iyjk50ujb?utm_source=link>" %}

* Click the selected **User Name** to remove a user from the team members list.

{% embed url="<https://app.supademo.com/demo/cmtv1146l00bmuu0kf2d4sprs?utm_source=link>" %}

5. Select the required **Assignment Method:**

* **Manual** – Assign conversations or leads to specific agents manually.

{% embed url="<https://app.supademo.com/demo/cmtv14i5j0012uj0jpgn0h943?utm_source=link>" %}

* **Round Robin** – Use the Round Robin assignment method.

{% embed url="<https://app.supademo.com/demo/cmtv15rt3001cuj0jtwzi0xj9?utm_source=link>" %}

6. Toggle the **Status** switch to activate the team.<br>

{% embed url="<https://app.supademo.com/demo/cmtv18zj2001luj0jjmzo67qt?utm_source=link>" %}

6. Click **Create**.

{% embed url="<https://app.supademo.com/demo/cmtv1twgd013uvw0jzrpcrp6f?utm_source=link>" %}

### View Created Teams &#x20;

After creating a team, you can view:

* Team name
* Assigned team members
* Assignment method
* Team status

{% embed url="<https://app.supademo.com/demo/cmtv1yt3k00druu0kwzvr5ny8?utm_source=link>" %}

8. Select the users you want to add to the team.
9. To remove a team member, click the respective **User Name** from the selected team members list.

### Example: Create a Team Using Manual Assignment &#x20;

To create a team for manually assigning conversations or leads:\
<https://app.supademo.com/demo/cmtv23c6800dtuu0kz8p7bttg?utm_source=link>

1. Enter the team name, such as **Digital Growth Team.**[\
   https://app.supademo.com/demo/cmtv255de003auj0j6n0vcf49?utm\_source=link](https://app.supademo.com/demo/cmtv255de003auj0j6n0vcf49?utm_source=link)
2. Click **Select Team Mates.**[\
   https://app.supademo.com/demo/cmtv26lee00fsuu0k8n13flrm?utm\_source=link](https://app.supademo.com/demo/cmtv26lee00fsuu0k8n13flrm?utm_source=link)
3. Select the required team members.[\
   https://app.supademo.com/demo/cmtv26lee00fsuu0k8n13flrm?utm\_source=link](https://app.supademo.com/demo/cmtv26lee00fsuu0k8n13flrm?utm_source=link)
4. Select **Manual** as the assignment method.[\
   https://app.supademo.com/demo/cmtv3ul8e0021uv0j9ctsj2sy?utm\_source=link](https://app.supademo.com/demo/cmtv3ul8e0021uv0j9ctsj2sy?utm_source=link)
5. Toggle the **Status** switch to activate the team.
6. Click **Create**.[\
   https://app.supademo.com/demo/cmtv3wrax00jhvq0iy7ztabb1?utm\_source=link](https://app.supademo.com/demo/cmtv3wrax00jhvq0iy7ztabb1?utm_source=link)

The team is created with the selected team members and **Manual** assignment method.

### View Created Teams &#x20;

After creating a team, you can view:

* Team name
* Assigned team members
* Assignment method
* Team status<br>

{% embed url="<https://app.supademo.com/demo/cmtv4oyla00kxuu0k0j122sby?utm_source=link>" %}
