How to Create a Team

Creating a team in CallHippo lets you group agents together and route calls to them in the order that suits your workflow.

Steps to Create a Team

1. Log in to your CallHippo dashboard.
2. Open Teams: Click “User & Performance” in the left-hand panel, then click “Teams”.
3. Start a new team: On the Teams page, click the orange “Create Team” button at the top right.
   
4. Name the team and set the order: Enter a team name and choose a “Cascading Order” (Simultaneously, Fixed Order, or Round Robin) that decides how calls are distributed to your agents.
   
5. Add members: Select the users you want in the team, then click “Create”.
   
6. Done: Your new team now appears in the Teams list.
   

Managing Your Teams

• Delete a team: The red bin button on the right of each row lets you remove any team you have created.
• Edit a team: Use the settings (gear) icon beside a team to update its name, order, or members at any time.