Interakt’s Agents and Teams feature is built to streamline access control, ensure lead-level visibility, and improve collaboration across growing sales teams. Unlike shared inbox models used in support workflows, the Sales CRM requires role-based visibility, where agents have access only to leads assigned to them.
This setup allows creation of agent-specific roles, grouping into teams, lead distribution through assignment rules, and granular visibility settings—helping sales organizations manage performance, accountability, and security at scale.
Video Walkthrough :
Step by Step Guide:
Step 1: Access Agent Settings
Navigate to the Interakt dashboard → Click the gear icon (Settings) → Select Agent Settings.
* This is the central location for managing agents, assigning roles, and distinguishing between general users and sales agents.
Step 2: Create Agents and Assign Roles
Click Create Agent, enter the agent’s name and email, and assign an appropriate role:
| Role | Access Scope |
|---|---|
| Super Admin | Full access to all contacts and CRM configuration |
| Sales Lead | Access to own contacts and contacts assigned to team members |
| Sales Agent | Restricted to only the contacts assigned to them |
If teams exist, assign the agent to a relevant team. Click Save Agent.
* Sales CRM plans include five sales agent seats by default. Additional seats can be purchased as needed by navigating to Settings → Manage Subscription → Sales Agent Seat
Step 3: Manage Agents
To make changes to agents later, use the edit and delete icons next to the agent’s information.
Step 4: Create Teams
Go to Settings > Manage Teams → Click Create Team
Enter a team name (e.g., Sales, Support, Inbound Sales), select agents, and click Create Teams.
* Teams allow logical grouping of agents for lead ownership, role management, and contact assignment.
Step 5: Manage Teams
To update or remove teams :
-Use Edit to update team names, roles, or members
-Use the minus icon to remove agents from teams
-Click Save to apply changes
Every team must have at least one Team Lead as Leads can view and manage contacts owned by all team members while Members can only view their own assigned contacts.
Important: The Teams feature is available only on the Sales CRM plan. Only agents assigned Sales CRM roles can be added to teams.
This ensures structured visibility and accountability within sales teams, enabling proper ownership and performance tracking.
Step 6: Apply Permissions via Lead Controls
For advanced control, use the Lead Controls tab next to View Teams to manage team access to the inbox and contacts—simply toggle permissions on or off as needed.
Conclusion:
The Agents and Teams feature in Interakt’s Sales CRM provides a scalable framework for managing roles, permissions, and lead assignment. With clear ownership rules, automated distribution, and permission-based visibility, sales teams can operate with greater accountability, structure, and efficiency.
