NavoChatAdministration
Create and configure teams
Organize agents by responsibility and configure assignment and capacity boundaries.
Updated 2026-07-24For: Administrators · Supervisors
Teams are the primary boundary for channel routing and conversation assignment. A role and team membership serve different purposes.
Steps
Create the team
Go to Settings → Teams, use a clear business name, and add responsible agents.
Set capacity
Configure support capacity so new conversations are not assigned to an agent already at the limit.
Configure auto assignment
When new work can route automatically, decide whether to use cross-team fallback or remain in the target team when no one is available.
Connect channels
Select the team in channel routing and verify it with a test message.