Docs

Team Management·Updated Feb 6, 2026

Creating a Team

Set up your team workspace for collaborative sales training.

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

  1. Set up a new team:
  2. 1. Go to Team > Create Team
  3. 2. Enter your team name
  4. 3. Add your company information
  5. 4. Configure initial settings
  6. 5. Invite your first members
  7. 6. Set up billing (if not on enterprise)
  8. 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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