Creating and Managing Teams

Teams in Kixie are used to group agents together for various purposes. Typically, this is defined by existing team or department structures in your organization such as Inbound Sales, Outbound Sales, Support, etc. For Kixie products, Teams can be used for various purposes including the following:

1. Reporting: Assign your agents to one or any number of teams to easily create team-specific reporting. For example, if your sales team and your CS team are both using Kixie, you can create two Teams in Kixie and see reports on just your sales team or just your CS team.
2. Queues: In order to create a Queue, managers must first create a Team and then assign the Team to the Queue. Agents in the Team will receive calls that come to the Queue.
   • Click here to learn more about Queues
3. Cadences: Cadences are built on top of Queues, so in order to set up a Cadence you must first create a Team, put the team in a Queue, and assign the Queue to the Cadence.
   
   • Click here to learn more about Cadences

Kixie Team Setup

Creating a Team

1. On the Kixie Dashboard, click Manage
2. Under Manage, click Teams
3. on the Teams page, click the blue +Add button near the top right of the page
4. Enter a Team Name (required)
5. Click the dropdown to search for and select agents to add
   • Note: Teams can have as few or as many agents as you want, and the same agent can be added to multiple Teams.
6. When finished, click Save

Adding Agents to an Existing Team

1. On the Kixie Dashboard, click Manage
2. Under Manage, click Teams
3. Scroll to the right of an existing team and click the blue Add Member to Team button (see image below)
4. In the Add Agents modal (see image below) click the dropdown to search for and select agents to add
5. When finished, click Save