Give your team the right place to work.

Create teams, organize members, and give every team the right conversations, customer context, and tools to work together inside your Sarvoty Project.

Team Management Create and organize teams around your business.
Members Add people and organize responsibilities.
Roles Give users the access they need.
Collaboration Work together around customer conversations.
Team Collaboration

Organize people around the work they actually manage.

Sarvoty Teams gives your organization a structured way to group users around customer support, sales, billing, technical operations, management, and other business responsibilities.

Project Teams 08 TEAMS
BK
Default Team 1 member · General operations
01
CS
Customer Success Team 4 members · Customer operations
04
ES
Escalation Team 3 members · Priority conversations
03
MT
Management Team 3 members · Business oversight
03
ST
Sales Team 5 members · Sales conversations
05
TEAMS 08
MEMBERS 31
PROJECT 01
Team structure

Create teams around your business operations.

Separate responsibilities without separating your entire business platform.

Create dedicated teams for customer success, sales, support, billing, technical operations, management, or any workflow that requires a focused group of people.

Dedicated business teams
Project-level organization
Clear responsibilities
Structured collaboration
Project Teams 08 TEAMS
BK
Default Team 1 member · General operations
01
CS
Customer Success Team 4 members · Customer operations
04
ES
Escalation Team 3 members · Priority conversations
03
MT
Management Team 3 members · Business oversight
03
ST
Sales Team 5 members · Sales conversations
05
TEAMS 08
MEMBERS 31
PROJECT 01
Team members

Put the right people inside every team.

Build teams with the members responsible for the work.

Add users to the appropriate team and organize their responsibilities around the conversations, customers, and operations they manage.

Team members
Role-based access
Clear ownership
Collaborative work
Team Members ONLINE
BK
Team Lead Project administration
LEAD
SA
Senior Agent Customer conversations
MANAGER
AG
Agent Assigned conversations
AGENT
OP
Operations Business operations
MEMBER
TEAM ACCESS

Members work inside the Project and access the tools assigned to their role.

Team workspace

Give every team the context it needs to work.

Connect your teams with the customer operations already running inside Sarvoty.

Teams can work around conversations, contacts, campaigns, and business workflows while remaining inside the Project they belong to.

Shared conversations
Customer context
Campaign access
Connected workflows
Team Workspace ACTIVE
IN
Inbox Shared conversations
24
CO
Contacts Customer information
18.4K
CA
Campaigns Team campaigns
12
AU
Automation Business workflows
34
Built for organized teams

Every team gets a clear operational purpose.

Create teams around the way your organization works. Keep responsibilities clear while allowing your people to collaborate inside the same Sarvoty Project.

TEAM

Create Teams

Create dedicated teams for different business functions and operations.

USER

Add Members

Add users to the teams responsible for their day-to-day work.

ROLE

Manage Roles

Organize access around the responsibilities assigned to each user.

WORK

Work Together

Give teams a shared environment for customer and business operations.

Everything your teams need

Simple team management. Connected operations.

Build teams that fit your organization and connect them with the workflows they manage every day.

TEAM

Team Management

Create and manage multiple teams inside your Sarvoty Project.

USER

Team Members

Add users and organize people around the work they are responsible for.

ROLE

Roles & Access

Control what team members can access according to their responsibilities.

IN

Shared Inbox

Bring customer conversations into a team environment for collaborative handling.

CRM

Customer Context

Keep customer information close to the teams managing those relationships.

FLOW

Team Workflows

Connect teams with campaigns, automation, contacts, and business workflows.

How teams work

Create. Assign. Collaborate.

1

Create

Create a team around a business function, operation, or responsibility.

2

Assign

Add members and give them the access and responsibilities required for their role.

3

Collaborate

Work together around conversations, customers, campaigns, and business operations.

Team Collaboration

Build teams that work around the right responsibilities.

Organize your people, responsibilities, and customer operations inside one connected Sarvoty Project.