Set up your team before conversations arrive

Start simple

For a new workspace, one Sales team and one Support team is usually enough. Add more teams only when you have a real routing or reporting need.

Set up a team, step by step

1. Create the team.
   Where: Left sidebar → Connect → Teams. Open Teams and add a name your own staff will understand, such as Sales, Support, or Bookings.
2. Invite the people who need access.
   Where: Left sidebar → Connect → Agents. Invite each person using their email address and choose the role that matches their work.
3. Add agents to the right team.
   Where: the team’s agent list. Place each invited agent in the team that should receive their conversations.
4. Test assignment before you rely on it.
   Where: Left sidebar → Core → WA Chat. Open an internal test conversation and confirm the intended agent or team can be selected.

What success looks like

Your agents can sign in, appear in the correct team, and can be selected when a WA Chat conversation is assigned.

If an agent cannot see something

Ask the workspace owner to check their assigned role first. Then ask the agent to sign out and sign in again before contacting Wtflo support.