Within your organization you will have different teams, for example:

  • SDRs

  • Account Execs

  • Success (Canada)

These can be mirrored in InsightSquared's Conversational Intelligence to help segment your users and assign different preferences. Each team is assigned a Manager who is responsible for inviting their people and configuring those preferences. See IS2 Platform Content Authorization for more on group access.

The IS2 Conversational Intelligence administrator should start by inviting Managers who can follow these steps:

  1. Visit Settings > Organization > Manage > Teams

  2. Click the New Team button in the top-right

Please provide the following information:

  • Name - a clear descriptive name of the team e.g. Inbound Sales

  • Owner - select the manager of the team

  • Playbook - the playbook they will use (can be changed later if not yet setup)

  • Country - the geo of the team, this impacts telco settings

  • Language - the language (for now only US English is supported)

  • Color - click to choose a color to be used for avatars

  • Timezone - default time zone, users can change this individually

Next, you should invite your users and get them on board!


Who should belong to a Team?

Only your standard users need to be assigned to a team. The account owner, administrators, managers, or billing users can remain outside of a team.

Can a user belong to more than one Team?

No, at the moment we only support a simple hierarchy for CI.

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