Team Management
Team Management is where you invite new members to your workspace, assign their roles, and organize them into teams. Having the right structure in place ensures conversations are routed correctly and every agent knows what they're responsible for.
The page has two tabs:
Team Member
All individual members in your workspace
Team
Groups of members organized into teams
Team Member Tab
Path: Settings → Team Management → Team Member
The Team Member tab lists every person who has been invited to your Saifa AI workspace.
Member List
Each row in the table shows:
Team Member Name
Display name and avatar initial
Status
Invitation status — Joined (active) or Expired (invitation link has expired)
Role
Either Admin or Member
The email address the invitation was sent to
Phone Number
Optional phone number — shows "–" if not added
Team
Which team(s) this member belongs to — shows "No teams assigned" if none
···
Options menu — click to edit or remove the member
Use the Search bar to find a specific member by name, and use Filters to narrow the list by role or status.
Add a New Team Member
Click "+ Add Team Member" in the top right corner
A two-step dialog opens:
Step 1 — Member Information
Email (required) — enter the email address to send the invitation to
Role (required) — select Admin or Member
Click "Next"
Step 2 — Team Management
Optionally assign this new member to one or more existing teams
Click "Create" to send the invitation
The new member receives an email invitation. Once they accept and create their account, their status changes from Expired to Joined.
📌 The invitation link has an expiry period. If the member does not accept in time, their status shows as Expired — use the ··· menu to resend the invitation.
Edit or Remove a Team Member
Click the ··· menu on the right side of any member row to:
Edit — change their role or team assignment
Remove — revoke their access to the workspace
⚠️ Removing a member is immediate. Any conversations assigned to them will become unassigned and return to the Unassigned queue in the inbox.
Team Tab
Path: Settings → Team Management → Team
Teams are groups of members that can be assigned to conversations together. Instead of assigning a conversation to a single agent, you can assign it to a whole team — all members of that team will have visibility and can respond.
The Team tab lists all teams in your workspace, showing the Team Name and the number of Team Members in each.
Add a New Team
Click "+ Add New Team" in the top right corner
In the dialog that appears, fill in:
Team Information
Team Name (required) — give the team a clear, descriptive name (e.g. "Sales Team", "Support Team", "LINE Team")
Description (optional) — add context about what this team handles
Team Members
Search for members by name using the search bar
Check the box next to each member you want to add
Click "Select All" to add everyone in the workspace at once
Click "Create" to save the team
The team appears immediately in the Team tab and is available to assign to conversations in the inbox.
Edit or Delete a Team
Click the ··· menu next to any team to:
Edit — rename the team, update the description, or add/remove members
Delete — permanently remove the team
⚠️ Deleting a team does not remove its members from the workspace — it only dissolves the group. Conversations previously assigned to the team will become unassigned.
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