Learn how to create teams on SleekFlow.

View all your Teams, Members and Team Admins in the Team Management.

Add Teams

To create a new team, click on the "Add Team" button on the Team Management screen.

A popup to create a team will appear. Name the team and choose the default channels(Optional). Click the "Save" button to create a team.

Set Default Channels

You can restrict team members to send messages from their default channels.

For example, you can set up a "Sales" team to send messages from the WhatsApp channel. Members using other channels besides WhatsApp will fail to send the message.

Type of channels that could be set as the default channel:

  • Facebook Messenger

  • WhatsApp

  • Instagram

Only Premium or above plan clients could select Instagram as their default channel.

Edit Teams

You can edit teams by hovering over the "Edit" button to the teams.

Add members

You can add members by pressing the "Add Member" button.

Select the teammates in the dropdown to add them to the team.

One user can be a member across different teams, but they can only be set as one role.

You can edit the group details by pressing the "Edit" button next to the "Add Member" button.

After adding your new members to the team, you can prepare and set automation to assign the new conversations to the correct teams.

You can check how you can set an automation to assign new contacts to the correct teams correctly.

page1. Greetings and Assign New Contacts to Staff

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