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Subteams

Written by Josie Bowman

Updated at July 23rd, 2026

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  • Getting Started for Advisors
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Table of Contents

How Subteams Can Help You Advance Towards Centralized & Connected Support Recommended Team Structure: How to Create a Subteam Advisors have the options to choose the communication team of the ticket. Confirmation prompts appear when teams have their own phone numbers, helping prevent accidental changes. Please see section on how to change the communication team. Updating the Default Communication Team How Subteams Work Inbound Customer Message → Ticket Reassigned to a Subteam New Ticket Created by Advisor via Web Dashboard
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