> For the complete documentation index, see [llms.txt](https://documents.cxgenie.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documents.cxgenie.ai/help-desk/settings.md).

# Settings

## 1. Team Management

<figure><img src="/files/97CFrTK9cccpgqlDcBYi" alt=""><figcaption></figcaption></figure>

1. New team: by clicking this button, you can create a new team with ticket and chat management.&#x20;

<figure><img src="/files/f7to6wryYhwNBdohwUWz" alt=""><figcaption></figcaption></figure>

* Team's name: the name of your team.
* Ticket assign: you can choose a created category to add your team handle.
* Chat assign: you can choose a created category to add your team handle.
* Click the "Create" button to complete.

2. After completing, you can click on the pen icon to edit your member in each category you created before.&#x20;

<figure><img src="/files/uM0GG3tgFb3vc9iK4qNa" alt=""><figcaption></figcaption></figure>

1. Team members: you can find your member to add to the team.
2. Select agent in Live Chat: these boxes will let you choose the member suitable for created sub-categories, it can be only done if you add at least one member in section (1).
3. Select agent in Ticket: these boxes will let you choose the member suitable for created sub-categories, it can be only done if you add at least one member in section (1).
4. Assignment method: 2 modes for handling the conversation:
   1. Manual: you will decide who will handle it.
   2. Round robin: automatically assign the conversation in round robin (alternately and repeat).

* Click "Save changes" to complete the adjustment.

## 2. Assign Chat & Ticket Settings

<figure><img src="/files/flFJsJouL5nYO1FQUEhj" alt=""><figcaption></figcaption></figure>

* You can choose the team that you created to handle the ticket or chat.&#x20;
* Default is when you use the "create ticket" function in Workflow ([Workflow](/bots/workflow.md)).