Quick Start
What is respond.io?
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Get WhatsApp API Account for Government Agencies
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Workspace Settings: Closing Notes
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Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
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Help Menu
Capture Conversations
How to Streamline Meeting Scheduling via CTC Ads
How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
How to Track Conversation Source from Multiple Websites
How to Route Contacts from CTC Ads to Agents
Automate Conversations
How to Maximize Customer Service Potential with AI Agent
How to Automate Contact Information Collection with AI
How to Route Contacts to Preferred AI Agent
How to Automatically Qualify Contacts Based on Budget Using AI Agent
How to Route Contacts by their Preferred Language
How to Create Automated Chat Menus
Assignment Strategy: How to Automate Contact Distribution & Load Balancing
Assignment Strategy: How to Unassign Agents after Conversations Closed
How to Create Automated Welcome and Away Messages
How to Manage Spam
How to Collect Contacts’ Emails and Phone Numbers
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How to Get a Complete View of the Customers
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How to Draft Customer Replies with AI
How to Convert Image to Text Using AI
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Support Use Cases
How to Identify Contacts by Email and Phone Number
How to Enrich Customer Data from a CRM or other Business Software
How to Route Customers to the Right Team Automatically
How to Auto-Assign Customers to a Team or Dedicated Agent
How to Send Outbound Support Messages
How to use Closing Conversations Feature
How to Supervise Your Support Agents
How to Analyze Reports for Support
How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
Sales Use Cases
How to Collect Leads' Email and Phone Number
How to Enrich Contact Data and Qualify Leads
How to Route Leads
How to Auto-Assign Leads to Sales Agents
How to Send Outbound Sales Messages
How to Track Productivity by Closing Conversations
How to Supervise Sales Agents
How to Analyze Reports for Sales
Broadcasts Use Cases
How to Send a Simple Broadcast
How to Start a Workflow Based on Broadcast Response
How to Import to Broadcast via WhatsApp
How to Troubleshoot a Failed Broadcast
Integrations
Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
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Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
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CRM Integration: HubSpot
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CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
Zapier
Make
Developer API
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Table of Contents
- Home
- Product
- Workspace Settings
- Workspace Settings: Teams
Workspace Settings: Teams
Updated by Susan Swier
Getting Here
This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Teams.
Team Overview
A Team is a collection of Users that can be used for resource sharing and Contact assignment.
Team Name
The name used to identify the Team.
Team Description
A short description of the team to help you better understand its function.
Actions
There are three possible actions here:
Adding a Team
Step 1: Navigate to Teams settings
From Settings module, navigate to the menu item, Teams.
Step 2: Add Team
To add a Team to your space, click Add Team. The Add Team dialog should open up.
Step 3: Name and describe the Team
Enter a name for the new Team along with a short description. These fields will help you identify the Team easily.
Step 4: Add Team Members
You can add Users as team members by typing the names in the field. The field will suggest the Users based on what you type.
If you added the wrong User, you can remove the User by clicking ❌ next to the username.
Step 5: Save Team
Review the information and click Save when you're ready to add the Team.
Managing a Team
Click Manage next to the Team's name or simply click on the Team to open the Manage Team dialog. In this dialog, you can make changes to Team information such as name, description and team members.
Deleting a Team
When a Team is no longer in use, you can delete it from the Workspace. Once deleted, it can no longer be used by anyone else.
Step 1: Navigate to Teams Settings
From Settings module, navigate to the menu item, Teams.
Step 2: Select the team to be deleted
Click Delete next to the Team's name. When the confirmation dialog prompts, click Delete to confirm the deletion.
FAQ and Troubleshooting
How many Teams can I create?
The number of Teams that you can create depends on your subscription plan:
- Team plan - Create up to 10 Teams
- Business plan - Create up to 25 Teams
- Enterprise plan - Create up to 100 Teams
Learn more about the subscription plans here.
How many users can I add to a Team?
The maximum number of Users that you can add to a Team depends on your subscription plan:
- Team plan - Add up to 10 Users in a Team
- Business plan - Add up to 25 Users in a Team
- Enterprise plan - Add up to 100 Users in a Team
Learn more about the subscription plans here.
Feeling stuck? Do not fear.
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Workspace Settings: Users
Workspace Settings: Channels
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Workspace Settings: Integrations
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