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How to Create a Team on Lucidya

Teams allow you to organize your agents, define working hours, and manage availability. Follow the steps below to create a new team.

Getting Started

  1. Navigate to Settings from the main menu.

  2. Click on Teams.

  3. In the top-right corner, click + Create Team.

Step 1: Team Information

Fill in the following details:

  • Team Name — Enter a name for your team.

  • Product — Select the product this team will be associated with.

  • Weekly Working Days and Hours — Define the days and hours your team is available each week.

Auto-Reply — Optionally, you can set up an auto-reply message that will be sent automatically when the team is unavailable or outside of working hours.

Step 2: Add Team Members

Add the members you want to include in this team, then click Create.

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