Teams and Agents

Nexvio is team-scoped first: agents live inside a team and share that team's connections, integrations, and data.

Hierarchy

• Workspace or team: Owns members, billing, account settings, administration, and customer-facing modules such as agents, connections, integrations, contacts, conversations, tickets, analytics, forms, helpdocs, actions, and workflows.
• Agent: Lives inside a team and uses the team's connected channels, integrations, contacts, knowledge, and operational data.

Why teams matter

A team provides one place to manage the customer experience around a product, brand, client, or business unit. Multiple agents can share the same team-level context without duplicating connections or integration setup.

For example, a team can own the Slack, WhatsApp, Shopify, Stripe, Zendesk, and Google Drive connections. Agents in that team can then be assigned to the relevant channels or workflows.

What is team-scoped

These resources belong to the selected team and can be shared across its agents:

• Connections
• Integrations
• Contacts and accounts
• Conversations
• Tickets
• Analytics
• Actions
• Forms
• Helpdocs
• Workflows
• Data sources shared across team surfaces

What is agent-scoped

These settings are specific to an individual agent:

• Instructions and behavior.
• Model and generation settings.
• Agent appearance and widget deployment key.
• Agent-specific source selection.
• Agent-specific action assignment.
• Guardrails and skills.
• Initial messages.