## 1 . Why need to have teams?

The "team" in WATI is to divide users into different smaller teams. And base on the permission rule, users who belong to the same team can see each other's tickets and vice versa if the user doesn't belong to the team, he/she cannot see the ticket of the team.

To check which team can see the current ticket, you can click the "team" button on each ticket

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/9e72e234-8042-45fb-b62b-73847fcefc3c/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=e4cc22e2f369e2286c883fb7187edcbea8e4e79840b820d085df6913bdc2bdb5&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

## 2. How to add a team?

To add a team, the user needs to access the "User Management" screen --> "Teams" tab.

Then click the "Add Team" button.


 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/bcadfa94-cd4d-42b1-8cfc-746594cce921/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=a832a53e6fb5e1ba7b2ef5ff3cb87a24c5d4aa46bd4d0429c03d49b36d01dd80&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

A popup will be displayed, allows users to fill in "Team Name" and select to check at "Default Team".

After that, please click on the "Add New Team" button.


:::info
Note:

* There is only 1 team that can be checked as "Default Team"
* The Default Team can see all messages
* If the team is selected as "Default Team", once the customer starts chatting without any keyword routing to any team, it will be assigned to this Default Team.
* The non-default team(s) can see only messages assigned to their team

:::

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/6c84983a-3a35-421a-9426-76ba6d290ee8/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=fe5806806de8d7e000a73b8979fe834291513958ed36ff77b3a5ac939fc87d03&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

## 3. How to add users to the team(s) or assign an user to the team(s)?

### 1 To add user to the teams:

Firstly we access the **"User Management"** screen --> "Teams" tab. Then we need to click "Edit" button (pencil icon).

 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/1f4a9c18-dd93-47d2-b8a8-84b9233120b0/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=02810651c854de1a049056b7a9aeefb1a5255dbe6f0c3bb6f319eea173031625&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

Then a new popup will be displayed. User can edit "Team Name", tick or untick at "Default Team".

Moreover, users can also add one or many users to the current team.

After that, please click "Save" for the new changes to be applied.


 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/7056afe8-d592-4fb7-90fb-a1790e20e071/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=44dce1844845c71885af4b7422741499177635684c809dca76ff3197803cc26c&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

### 2 To assign users to the team(s):

We need to access the "User Management" screen. Then in the "Users" tab, click to edit a user. Then type or select the team in the drop-down list and click "Save" to apply the changes.


 ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/e0d7b25e-88a5-4e13-a2a8-55da47cadd6e/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=126753204552122f2137b19702169b3e1a6614df0db780be0f6299a68c8e75c1&X-Amz-SignedHeaders=host&response-content-disposition=attachment) ![](https://brainfish-storage-prod.s3.us-east-2.amazonaws.com/uploads/89bf6e1f-2201-41c2-b229-35494ad335e9/035898d2-04d9-4c32-a72c-9a44af80a64e/migrated?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAUPPN5IL3QLQZLDSU%2F20250730%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20250730T161544Z&X-Amz-Expires=3000&X-Amz-Signature=94ee71fa858903b24846528021d249aa2f9002c36dd956e38cf39f2b8520b944&X-Amz-SignedHeaders=host&response-content-disposition=attachment)

How to add team and assign user to team?

Triggering the AI Support Agent (KnowBot) from a Chatbot flow

AI Support Agent (KnowBot)

AI Support Agent (KnowBot) Advanced Settings (Rules)

​AI Support Agent (KnowBot)

Whatsapp Flows

Custom Attributes for Whatsapp Flows

Understanding Built-In Automation Rules: Out of Office (OOO) and Welcome Message 

How to create a Rule for keywords

How to create an automation rule?

Learn more about Triggers

Learn more about Actions in Rules

Learn more about Filters in Rules

How to Automatically Assign a Chat to the Last Assignee

Rule-based Automation

CTWA Conversion Tracking Best Practices and Example Templates

How to enable Auto Follow-Ups for Leads from CTWA Ads

CTWA Feature Highlights on WATI

Crash course in CTWA - all you need to know to get started!

Are your CTWA ads giving you good conversions? Track this in Wati with 4 easy steps

Wati and Google CTM Ads

General FAQs: CTWA

Messaging limit for Click-to-WhatsApp Ads (CTWA)

Click To WhatsApp Ads (CTWA)

How to manage notifications and sound?

How to change language for WATI?

How to change my timezone in WATI?

Personalize your account

How to Enable Operator Privacy to Restrict Access to Assigned Conversations

Detail Access Menu of each Roles

How to view, search and delete users?

How to force logout a specific user from all active sessions?

Manage your Users

How to add a single contact?

How to add attributes to a contact?

How to import contacts to Wati?

How can I edit a contact?

How do I remove contacts?

How do I search and sort contacts?

How to add an attribute in bulk to a list of contacts?

How to delete contact attribute in bulk?

Manage your Contacts

Introduction to Team Inbox Analytics

Overview section

Team Inbox scheduled report

Operator Performance chart

Analytics and Reporting

How to enable Catalog feature for your Wati WhatsApp API number

How to send Catalog messages via Keyword action

How to use Wati Chatbot builder to send Catalog Messages

What are sets & How to create sets in your catalog

How to trigger a reply message once the “View sent cart” catalog message is sent from customer

How to use Sync button for Catalog feature

How to collect customer order details from Catalog orders using Google sheets

Orders page to display Catalog orders

How to collect online payment for catalog orders using Razorpay payment gateway

How to enable Auto Checkout and collect payment for my Catalog order?

What are item variants in a catalog

How to add variants for items when Catalog created using Google Sheet

How to set up a checkout flow for catalog orders using Wati Chatbot builder

Mandatory fields & specifications required to be added to product items when creating catalog

Catalog

How Long until My Template is Approved?

How do I increase the expiry time of chats?

What is the difference between template message and session message?

What are actions in Template Messages Page?

What is a template message?

What are template formatting rules?

Template Category Guidelines

What is the max numbers of template message submission?

What are the supported languages for template update?

Could I attach a PDF or image into a template message?

How to avoid template message rejection?

How to add buttons with template messages?

How to export and import template messages from one environment to a new environment?

How do I check and add credit to send broadcast template message

How to create and submit template messages in WATI?

Are non-transactional messages allowed with WhatsApp Business APIs?

How to use interactive messages?

How to get Opt-in for WhatsApp Messaging?

Template Message Guidelines

How to add buttons to templates?

How to trigger a chatbot with template?

Troubleshoot template message rejection

How to create a carousel template

What are limited time offer templates?

Understanding Meta’s Latest Updates on Template Approval

Template Messages

What and how to add a Default Action?

Setting working hours

Default Action

What is a Reply Material?

How do I add a Reply Material?

How to use the Sequence feature?

Reply Material

What and how to access Chatbot Builder?

How to build a chatbot?

How to use Questions for Chatbot builder?

How to use Conditions for Chatbot Builder

Advance Chatbot Builder: Setup Subscribe or Unsubscribe

Advance chatbot builder: Setup Assign User / Assign Team

Advance Chatbot builder: Update Attribute

Advance chatbot builder: Webhook

What features are available in advance chatbot builder

Advance Chatbot Builder: Template

How to collect data with Google sheets in Chatbots

Chatbot Builder: What is a node and how many types of node?

Export and Import of Chatbots

Advance Chatbot Builder: Time Delay

How to create list message & message with reply button?

Advanced Chatbot Builder: Trigger Chatbot

Why is my chatbot not working?

How to test a chatbot?

Automatic chat assignment (Round Robin assignment)

How to use Fallback Message

How to use Chatbot Timer?

How to build a Chatbot

Steps to trigger a chatbot in Wati

How to Trigger a Chatbot Using Rules

Chatbot

How do I add a Keyword Action?

What is Keyword Action?

Keyword Action

Routing

What is WATI Automation Feature?

How does WATI Automation Feature work?

How to make a Backward Chatbot?

Automation

Building your WATI chatbot

Tips to send personalized media content broadcast to each number

How to send message to someone who is not in the Contact List?

Is there a limit of broadcast messages?

How do I edit or delete a scheduled broadcast?

What is a Broadcast History?

Where can I see Broadcast Statistics?

How can I search and filter Broadcasts?

How to Troubleshoot Common Errors? 

How to allow users to Opt-Out or Unsubscribe from Broadcasts?

How to easily broadcast to a subset of your Shopify customers on Wati?

How can I send catalog messages?

How can I use coupon codes?

"Message Undeliverable" when sending template messages

How can I enable click tracking for my templates?

Why is Meta/Wati restricting my messages?

General FAQs: Broadcasts

How to Use Predefined Segments in Broadcast Campaigns

Broadcast

How to Mark Customer Messages as Unread in Team Inbox

How to add contact to Favorite?

How to add a tag to chat?

How to use quick replies/canned replies?

How to search and filter chats?

How to download chats from WATI?

What happens if someone you blocked messages you again?

WATI Account running Slow

Copy Conversation URL

Supported media types & sizes on WATI

Understanding Different Chat Statuses

Multi-channel Team Inbox

Phone number masking in Team Inbox

How to add custom parameters/attributes?

How to Start a New Chat in Wati

How to Transcribe Audio Messages (Beta)

Team Inbox

Export Chats from Wati

WATI and its Features

How to Contact WATI Customer Support Team

Standard Customer Support

Basic Customer Support

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Types of Support Available at WATI

Service Add-On: Premium Onboarding Assistance

Service Add-On: Technical Account Manager (TAM)

Service Add-On: Professional Services

Customer Support and Premium Services 

Auto replies and OOO messages

Get started with WATI

How to add operators and create teams

WhatsApp account profile set-up

Introduction to Team Inbox

How to create a template message?

How to send a broadcast?

Overview

How to add contacts?

Create your first chatbot in WATI

Connect your number in WATI

Get Started with WATI in 10 steps

What is the difference between Whatsapp Business and WATI?

Get your own WATI custom Sub-domain

Creating click-to-chat link

How do I scan the QR Code on WATI Trial?

WhatsApp Chat Button Integration

Backup WhatsApp Chats

How To Import WhatsApp Chats

Explore our Free trial

Book a demo with WATI Team

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Understanding WhatsApp Coexistence Embedded Signup: Common issues and how to resolve them

Wati Broadcasts and MM Lite 

General FAQs: Marketing Messages Lite (MM Lite) 

Set up your WATI account