Team composition changes when there are new hires, area changes, or departures. You can manage these additions and removals directly from the team configuration without affecting the history of already recorded conversations.
Add a person to the team
Open the team you want to add someone to.
In the "People" section, click "+ Add person".
Search by name or email and select who you want to add.
Confirm. The person is added to the team and can start using the assigned playbooks.
Remove a person from the team
In the "People" section, locate the person you want to remove.
Hover over their row and click the three-dot menu.
Select "Remove from team".
Confirm. The person loses access to the team's playbooks and metrics.
Move a person from one team to another
There is no direct "move" option. The flow is: remove from the current team and add to the new team. Previous conversations remain associated with the old team; new ones will be associated with the new team.
