Settings — Teams
URL:
/settings/teams?ouId={orgId}Description: "Manage teams and configure conversation assignment rules."
1. Main Page
1.1 Actions
| Action | Type | Description |
|---|---|---|
| Add team | Button | Opens the "Create team" drawer |
1.2 Team Card
Each team is displayed as a card with:
| Element | Description |
|---|---|
| Name | Heading 6 (e.g., "Sales team") |
| Edit | Button — opens the "Edit team" dialog |
| Delete | Button — removes the team |
| Assignment rule | Conversation distribution method |
| Members (count) | List of members with avatar and name |
2. Drawer: Create Team (Add)
Opens as a right-side panel (drawer).
2.1 Header
| Element | Description |
|---|---|
| Title | "Create team" |
| Subtitle | "Configure the team details and add members to manage conversations." |
2.2 Fields
| Field | Type | Description |
|---|---|---|
| Team name | Textbox | Name of the new team |
| Description | Textbox | Optional description |
2.3 Assignment Rule (Radiogroup)
| Rule | Description | Status |
|---|---|---|
| Round Robin | "Conversations are assigned to team members in sequential order." | Available |
| Balanced | "Conversations are assigned to the team members with the fewest active conversations." | Available |
| Manual | "Conversations are not assigned automatically." | Coming soon (disabled) |
2.4 Fixed Assignment
| Element | Type | Description |
|---|---|---|
| Checkbox | Toggle | "When a conversation has already been handled by a representative from this team, reuse that representative instead of applying the team's distribution rule." |
2.5 Members
| Element | Type | Description |
|---|---|---|
| Selector | Combobox (multiselect) | Searches for and selects users for the team |
| Initial state | — | Empty (placeholder: "Members") |
2.6 Actions
| Action | Description |
|---|---|
| Cancel | Closes the drawer without saving |
| Save | Creates the team |
3. Dialog: Edit Team
Opens as a centered modal (dialog).
3.1 Header
| Element | Description |
|---|---|
| Title | "Edit team" (heading 5) |
| Close | Button X |
| Subtitle | "Configure the team details and add members to manage conversations." |
3.2 Fields
| Field | Type | Description |
|---|---|---|
| Team name | Textbox (disabled) | Name cannot be changed after creation |
| Description | Textbox | Placeholder: "Enter the team description" |
3.3 Assignment Rule (Radiogroup)
| Rule | Description | Status |
|---|---|---|
| Round Robin | "Conversations are assigned to team members in sequential order." | Available |
| Balanced | "Conversations are assigned to the team members with the fewest active conversations." | Available |
| Manual | "Conversations are not assigned automatically." | Coming soon (disabled) |
3.4 Fixed Assignment
Same checkbox and description as Create Team. In the example (Sales team): unchecked.
3.5 Members
| Element | Type | Description |
|---|---|---|
| Selector | Combobox (multiselect) | Displays current members + search to add more |
| Example | — | "Gabriel Rittes" (ID: 13053) |
3.6 Actions
| Action | Description |
|---|---|
| Cancel | Closes without saving |
| Save | Button (disabled until changes) |
4. Differences: Create vs Edit
| Feature | Create Team | Edit Team |
|---|---|---|
| Interface | Side drawer | Modal dialog |
| Team name | Editable | Disabled (not changeable) |
| Members | Empty | Pre-filled with current members |
| Save | Always available | Disabled until changes |
5. Example (Mais Carros)
| Team | Rule | Members |
|---|---|---|
| Sales team | Round Robin | 1 (Gabriel Rittes) |