Clomni

Create a team (Sales, Support and more)

Last updated: 1 October 2026 · 4 min read

A team groups agents, for example “Sales” and “Support”. You can assign conversations to a team and filter and report by team. This feature is not in every plan.

Steps

  1. 1

    Open the Teams page

    In the left menu, open Settings › Organization settings › Teams and click “Create new team”.

  2. 2

    Name and description

    Fill in the “Team name” and “Team Description” fields. If “Allow auto assign for this team” is checked, conversations assigned to the team are shared automatically among its agents. Click “Create team”. Under “Emoji”, choose an emoji for the team: the sidebar shows it next to the team's name instead of “#”.

  3. 3

    Choose the agents

    Select the agents who join the team from the list and click “Add agents to team”. When a conversation is assigned to the team, its agents get a notification.

  4. 4

    Change a team

    In the Teams list, change the name, description and agents with “Edit team”. You also see teams in the left menu under Conversations › Teams.