Teams group together people who work together under the same Leader or Coordinator. Creating a team is the necessary step to assign playbooks, view grouped metrics, and configure visibility rules among members of the group.
Who can create teams
Only the Team Admin or the Principal Admin can create teams. If you don't see the option in Settings, contact your account Admin.
Steps to create the team
Click "+ Create team".
Write the team name (for example: "LATAM Sales", "Customer Success", "EMEA Recruiting").
Add people: search by name or email and select them.
Optionally, designate a Team Coordinator in this step or do it later.
Optionally, enable "Trust team" if you want all members to be able to see the conversations of the whole team.
Click "Save". The team is created and appears in the team list.
What to configure after creating the team
Designate or change the Team Coordinator.
Adjust the "Trust team" setting if the group's needs change.
Important: Leaders can see the conversations of the Executives on their team that were analyzed with that team's assigned playbook. The issue appears when an Executive belongs to more than one team: if those teams share the same playbook, the Leaders of both teams will see all of that Executive's conversations analyzed with that playbook — not just the ones from the team they lead.
If each team uses a different playbook, this doesn't happen. So if you have Executives who belong to multiple teams, make sure those teams don't share the same playbook.