Team Management

The right conversation, in front of the right person, automatically

Assign teams to channels and numbers, set roles, and keep sensitive knowledge scoped to the people who need it.

Connect your web chat & social account in under 3 minutes.

The Fellix Teams settings screen listing teams, their applications and assigned channels

What it does

Teams, roles, and channels, mapped the way your org actually runs

A team holds its authorised applications and the specific channels assigned to it, so routing follows structure rather than habit.

Teams own channels

Assign specific WhatsApp numbers, Instagram accounts, Pages, or website chat widgets to the team responsible for them.

Authorised applications

Each team is granted the parts of Fellix it needs, so access follows the job rather than being all or nothing.

Members with roles

People are Administrators or Team Members, sit in a named team, and carry an active status you can see at a glance.

Built into Team Management

Scoping and accountability, without extra setup

Teams lists every team with its applications, its assigned channels, and its member count. Members lists every person with their role, status, and team.

Teams mapped to channels

Assign a team to a WhatsApp number, an Instagram account, or a website chat, so conversations reach the right people.

All teams in one table

Team name, authorised applications, assigned channels, and member count, searchable as the organisation grows.

Members and status

Every person with their role, their team, and whether their account is active.

Assigning a channel to a team in the Fellix settings screen

Where it pays off

From a shared pile to clear ownership

Routing

Everyone can see everything, so nobody owns anything.

Channels are assigned to teams, which makes responsibility for a conversation unambiguous from the moment it arrives.

Multi-brand

Two brands under one company end up mixing their conversations and their knowledge.

Each team can carry its own channels and knowledge scope, so one brand’s answers never leak into another’s.

Access

Nobody is sure who is actually still active.

The members table shows role, team, and active status together, so access reviews take a glance rather than an audit.

Stack comparison

Access today vs. with Fellix

PermissionsStatus quoOne shared login, or all-or-nothing access.FellixAuthorised applications per team, roles per member.
RoutingStatus quoWhoever notices the message first.FellixRouted to the team that owns the channel.
OnboardingStatus quoAccess granted ad hoc and rarely reviewed.FellixAdd a member to a team and they inherit the right scope.
VisibilityStatus quoNo single place to see who has what.FellixTeams and Members tables side by side in settings.
LeaversStatus quoAccess lingers until someone remembers.FellixStatus visible per member, reassignment in one place.
Knowledge updatesStatus quoRe-train manually, often through a vendor.FellixAdd a document or edit a field yourself; changes apply immediately.

Integrations

Connect Fellix to the tools your data already lives in

Fellix reads and writes to your CRM, storefront, calendar and helpdesk — so every conversation starts with real customer context, and every outcome lands back in the stack your team already works in.

  • Notion
  • Salesforce
  • Google Calendar
  • Stripe
  • Typeform
  • Zapier
  • Klaviyo
  • HubSpot
  • Slack
  • Outlook
  • Twilio
  • Microsoft Dynamics
  • Shopify
  • Google Sheets

Built to work together

Keep exploring

Livechat

The console your team members work conversations in.

Learn more

AI Front Desk

The queue that routes by channel to the owning team.

Learn more

Analytics

Performance across teams, channels, and the pipeline.

Learn more