Teamspaces

Requires various permissions to view and edit the respective teampace settings.

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Definition

Every workspace can have one or more teampaces. These are collections of preferences that affect its associated AI agents, live agent teams, and the corresponding users and people they affect. For specifics on these preferences, jump to:

• Banning

• Tags

• Assignment

• Email Domains

• Email Templates

• Exports

• Livechat

  • Canned Replies

  • Custom Fields

• Tickets

  • Custom Fields

• Customers

  • Profile iframe

  • Custom Fields

• Analytics

  • Winnow iframe

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Configuration

To manage teampaces, go to the settings panel. Under the "Workspace" category select Teamspaces.

Create a Teamspaces

1. In Teampace settings select Create Teamspace.

2. Edit the new teampace's settings as described below.

3. Select Create.

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Teamspace Settings

Select the teamspace in the Teampace table for its panel options:

• Avatar (optional) — an image to visually identify the teampace in Yola.

• Teamspace name — the title of the teampace.

• Description (optional) — a short description to help orient users when viewing the Teampace table.

Press Save to commit any edits.

Existing teampaces have static fields with values that can be copied and utilized with the Developer API:

• Teamspace ID

• Takeover Secret

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Delete a Teamspace

• In the Teamspace table, select one or more teampace checkboxes.

• Select Delete Teamspace and confirm.