Add Team
What is a Team in Mark360.ai?
Teams in Mark360.ai help you organize your internal users based on roles, functions, or departments — such as Sales, Support, Marketing, or Regional Teams. This enables better conversation assignment, user management, and access control across your workspace.
How to Add a New Team?
Creating a team in Mark360.ai is super quick and requires just one thing — the Team Name.
Step-by-Step Guide:
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Navigate to the "Team Management" section from the left navigation in your Mark360.ai dashboard.
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Click on the "Teams" tab.
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Click the "Add Team" button — a simple popup will appear.
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Enter your Team Name (e.g.,
Sales Team,Delhi Support,Marketing India).
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Click "Create Team", and you're done!
Edit & Delete Teams
✏️ Edit a teams
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Navigate to the Team Management section from your Mark360.ai dashboard.
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In the Team List, locate the Team you want to edit.
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On the right side under Actions, click the ✏️ Edit icon.
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After entering the required information, click Update Team to successfully update the teams.
- The updated details will instantly reflect in your teams list.
🗑️ Delete a Teams
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Navigate to the Team Management section from your Mark360.ai dashboard.
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In the Team List, locate the team you want to Delete.
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On the right side under Actions, click the 🗑️ Delete icon.
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A confirmation popup will appear:
- Click Yes, Delete to confirm.
- Or No if you don’t want to proceed.
Deleted Teams cannot be recovered. Make sure before deleting.
That’s It!
Your new team is now created and ready to:
- Assign team members
- Route conversations using round-robin or specific assignment
- Set permission rules for data access
- Map bots or automation flows to teams
Tip: Create teams based on location, function, or language support to keep your customer communication streamlined and your team accountable.
Need help assigning users to your team or mapping them to a channel? Check out the User Management section or reach out to Mark360.ai support.