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How to Create a Team on Lucidya (FAQs)

Setting up a team on Lucidya is quick and straightforward. Here are answers to the most common questions about creating and managing teams.

How do I create a new team?

Navigate to Settings, click on Teams, then click + Create Team in the top-right corner. You will be guided through two steps: entering your team information and adding team members.

What information do I need to provide when creating a team?

You will need to provide a team name, select the product the team is associated with, and define the team's weekly working days and hours.

Can I control when my team is available to receive messages?

Yes. When setting up your team, you can define specific working days and hours. Outside of these hours, the team will be marked as unavailable.

What is the Auto-Reply option and when is it used?

Auto-Reply is an optional feature that lets you set up an automated message sent to users when the team is unavailable or outside of working hours, ensuring no conversation goes unanswered.

Can I add multiple members to a team?

Yes. You can add as many members as needed from your existing user list.

Can I edit my team's information or members after creating it?

Yes. You can return to the Teams section under Settings at any time to update your team's details, working hours, or member list.

Once your team is set up, your team members will be ready to handle incoming conversations according to the schedule you've defined.

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