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Upload your team

Upload your team/agent list from an Excel file so your dashboards can filter by team and agent.

Get started​

  1. Go to Settings → Teams tab
  2. Click Download template to get the Excel file
  3. Fill it in with your team info
  4. Upload it back

Teams upload interface

Fill in the template​

The Excel file has these columns:

  • Team name — your department or team (e.g., "Support", "Sales", "Billing")
  • Agent ID — unique ID for each agent (must match your system)
  • Agent name — agent's display name
  • Manager — their supervisor or team lead

Upload your file​

Two ways:

Create Teams — upload immediately (fastest)

Preview first — upload to see a preview before saving (safer if you're not sure)

Team creation view

Use it​

Once your team is uploaded:

  • Filter dashboards by team or agent
  • See performance breakdowns per department
  • Track coaching by team

Update your team​

Anytime you hire, move people around, or change structure:

  1. Download the template again
  2. Update it with new info
  3. Re-upload

Existing conversations keep their team/agent association.