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Open Settings → Teams to find and manage teams in your workspace. Viewing this page requires Teams read permission. Creating categories, editing teams, and deleting teams require Teams write permission.

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Find a team

Search by team name, description, or category name. Select Filters to narrow the list by Support status or Category. Search and filters work together. Remove a filter using its label or select Clear filters in the filter menu. The table shows Team, Support status, Category, and Actions. Labels beneath the team name show its member count and, for support-enabled teams, office hours and assignment settings. Existing team settings remain available in the editor.

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Organize teams into categories

  1. Select Create category and enter a name, such as Telephony or Chat.
  2. Select the pencil beside a team, or select Add Team to create one.
  3. Choose a Category and select Save when editing. You can also create a category from this picker.
Each team can belong to one category. Choose Uncategorized to remove its category. Categories belong to the current workspace and remain available even if no team uses them. Reusing a category name, ignoring capitalization and surrounding spaces, reuses the existing category. Categories organize teams in this list. They do not change team membership, support availability, session assignment, or call routing. A category called Telephony does not enable calling for its teams.

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Edit or delete a team

Select the pencil to open the existing team editor. Use Details for settings or Members to manage membership. Select the red trash icon to request deletion. The confirmation names the team and describes the membership impact. Cancel leaves the team unchanged; Delete confirms the action.

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Configure teams with Companion

Companion can create teams with their settings, manage team names and membership, and change support enablement, office hours, assignment strategy, assignment pacing, and call settings. It can also create and list team categories, assign a category, or clear it. It follows your permissions; team changes require Teams write access. For example, ask: “Create a Telephony category and assign the Sales team to it” or “Set Support to least-busy assignment with 30 seconds between assignments.” Companion can look up categories and office hours before assigning them. Unmentioned settings stay unchanged. See the team tools for the supported fields.