Easily assign agents to teams within your Twilio Flex contact center. Agents assigned to teams automatically inherit the skills assigned to the team.
Account Owners & System Admins
Platform roles required to view and manage teams.
To assign agents to a team, users will navigate to the Manage Teams screen.
Navigate to Menu > Manage Teams
Assign Agents to a Team
After selecting the team in which agents will be assigned, you will be redirected to the team details screen.
- Select the “Assigned Agents” tab.
- Click the “+” icon in the top right section of the table.
After clicking on the “+” icon, the "Assign Agents to Team" slideout will appear allowing the user to select the agents to assign to the team.
- Click the drop-down menu in the “Select Agents” box to access available agents
- Search or select the agents to assign to the team from the drop-down
- Multiple agents can be selected at once
- Search or select the agents to assign to the team from the drop-down
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Selected agents can be deselected before saving changes to the team.
- Click the “Save Changes” button to assign agents to the team
All of the selected agents will appear in a list on the "Assigned Agents" tab.
Remove Agents from a Team
To remove an agent from a team, select the remove (trashcan) icon, and confirm that the agent should be removed.
- Hover your cursor over the name of the agent that will be removed from the team
- Click on the remove (trashcan) icon
- Select “Yes” when the delete confirmation message appears
Remove Agents from a Team (Bulk)
Multiple agents can be removed from the team at one time.
- Select the checkbox next to the name of the agents that should be removed from the team
- Click the delete (trashcan) icon above the agent list header
- Select “Yes” when the delete confirmation message appears
Additionally, all of the agents on the page can be removed at once.
- Select the checkbox in the header beside the "Name" label
- Each agent will be selected. Every agent selected will be removed from the team
- Click the delete (trashcan) icon above the agent list header
- Select “Yes” when the delete confirmation message appears
