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Creating a Team

Set up your team workspace for collaborative sales training.

Last updated: Feb 6, 2026

Why Create a Team?

Teams in KendoAI provide:

  • Shared training agents across members
  • Team-wide analytics and leaderboards
  • Collaborative call review
  • Centralized billing and management
  • Role-based permissions
  • Creating Your Team

    Set up a new team:

    1. Go to Team > Create Team

    2. Enter your team name

    3. Add your company information

    4. Configure initial settings

    5. Invite your first members

    6. Set up billing (if not on enterprise)

    You'll be the team Owner with full admin rights.

    Team Settings

    Configure your team preferences:

    General - Team name, logo, description

    Scoring - Default scorecard and settings

    Training - Team training goals and requirements

    Integrations - Shared integration settings

    Notifications - Team-wide notification preferences

    Billing Setup

    For non-enterprise teams:

    - Teams are billed per seat

    - Add payment method during setup

    - Seats are added as you invite members

    - Enterprise teams have custom billing

    See Billing & Subscriptions for more details.

    Enterprise Teams

    Enterprise customers have additional features:

    - Custom onboarding and setup

    - SSO/SAML integration

    - Dedicated success manager

    - Custom integrations

    - Volume pricing

    Contact sales@kendo.ai for enterprise inquiries.

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