Sales
24Active work82Completed3mResponse
Team Management
Give every team
the right access, context, and control.
Organize people, manage permissions, route work, secure access, and understand team performance — all from one place.
Start free. Pay as you use.
- 01New request
- 02Routing
- 03Right person
- 04Assigned
NNorthwind
Search people, teams, roles⌘K
MI
Team Overview
Reservations · 6 members
Team memberStatusWorkloadTasks
ATAna TorresOnline4 active8
RVRahul VermaBusy7 active5
PSPriya ShahOnline2 active3 active4
MLMarcus LeeAway—3
JDJordan DiazOnline5 active6
Your people.
One connected operating layer.
People work differently. Teams have different responsibilities. Permissions differ. Workloads change. Wisemelon brings them together without forcing everyone into the same workflow.
- People
- Roles
- Departments
- Work
- Performance
Team ManagementOne operating layerRoles & access
Control who can see, do, and manage what.
Create roles and define exactly what each person can access.
ModuleAdminManagerAgent
ConversationsFullTeamAssigned
CustomersFullDepartmentAssigned
CampaignsFullManageView
TasksFullTeamOwn
AnalyticsFullDepartmentOwn
SettingsFullLimited—
Permissions
ViewCreateEditDeleteExportManage
Access should follow responsibility.
Departments
Organize work around how your business operates.
Create departments, assign people, define responsibilities, and keep work moving to the right teams.
NorthwindOrganization · 33 peopleSales
8Members24Active work31Conversations18Tasks2Tickets6 / 8Available3mAvg. responseSupport
12Members38Active work54Conversations22Tasks17Tickets9 / 12Available2mAvg. responseOperations
6Members17Active work12Conversations29Tasks4Tickets5 / 6Available5mAvg. responseMarketing
4Members9Active work6Conversations14Tasks0Tickets3 / 4Available—Avg. responseFinance
3Members7Active work4Conversations11Tasks1Tickets3 / 3Available6mAvg. responseOne organization. Clear ownership.
Smart routing
Send every request to the right person.
Route conversations, tasks, tickets, and work based on how your team actually operates.
- New requestProperty enquiryBooking requestStudent enquiry
- DepartmentSalesReservationsAdmissions
- SkillProperty enquiriesAnyCounselling
- AvailabilityAvailable agentAvailable memberAvailable counsellor
- WorkloadLowest workloadNot appliedNot applied
- AssignedMarcus LeeAna TorresMeera Iyer
Routing rules
Round robin
Availability
Workload
Skill
Department
Priority
Don’t just distribute work. Route it intelligently.
Round robin
Keep work distributed fairly.
Automatically distribute new work across eligible team members without relying on manual assignment.
Configure Routing
Incoming
123456
Round robinSkip offlineRespect workloadDepartment based
ATAna TorresOnline
146RVRahul VermaOnlineAway
2Skipped · awayPSPriya ShahOnline
35Team chat
Talk internally without losing the context.
Collaborate with your team while keeping internal conversations connected to the work.
KNKavya NairCustomer · WhatsApp
Can you confirm whether the order has shipped?
Yes — it ships today. You’ll get tracking by this evening.
Message
Internal · Order #A-2291 Only your team
AT
Ana · Support
Can someone check the order status? @Operations
JD
Jordan · Operations
Checking now.
JD
Jordan · Operations
It ships today — Mumbai dispatch, 4 pm.
LinkedCustomerConversationTaskTicketTeam
Private team collaboration. Connected context.
Team workspace
Everyone knows what they need to work on.
Give every team member a focused workspace for their work.
ATMy Work · Ana TorresOnline
Conversations4active
Tasks7pending
Tickets2open
Follow-ups5due
Customers12active
Today’s focus
- Follow up with Kavya NairOrder #A-2291
- Review pending requestGroup booking · 12 rooms
- Complete assigned taskUpdate Q4 rate card
- Respond to waiting conversationWaiting 12 min
Less searching. More doing.
Availability & workload
Know who is available.
Know who is overloaded.
See team availability and workload in real time.
4Available
3Busy
2Away
5Offline
Rahul is approaching workload capacity. 9 of 10 active.
Next request
Rahul skipped
Routed to Priya Shah
Balance work before it becomes a bottleneck.
Security
Protect access to your workspace.
Add stronger authentication and security controls for the people accessing your business.
Security settings
Two-factor authenticationEnabled
Login verificationRequired
Active sessions3
Session controlsManaged
Access policyConfigured
- Login
- Password
- Verification code
- Workspace
Enter the 6-digit code
482916Verified · signed in to Northwind
- Two-factor authentication
- Session management
- Login activity
- Role-based access
- Permission controls
- Account security
The right people. The right access. Every time.
Activity
See what your team is actually doing.
Understand activity across people, departments, conversations, tasks, and work.
FilterPersonDepartmentModuleDateActivity
- ATAna
Assigned a conversation
Conversation - ATAna
Created a task · confirm dispatch
Task - KNKavya
Customer replied
Customer - JDJordan
Completed the task
Done - ATAna
Resolved ticket #1093
Resolved
Every action leaves context.
Team analytics
Turn team activity into operational insight.
Understand how work is distributed, where teams spend time, and where performance can improve.
Analytics TeamActivityWorkloadResponseUtilizationMore
Active time6h 42mper person · today
Conversations184+12% vs last week
Tasks completed76+8%
Tickets resolved42this week
Avg. response4m 18s−38s
Pending work23across 4 teams
Activity over time This week
MonTueWedThuFriSatSun
Workload distribution
Know where the work is happening.
Understand performance without losing the human context.
Understand activity and workload at the individual level while keeping the focus on improving operations — not simply measuring people.
Activity
6h 12mActive time
Work
18Tasks completed
42Conversations handled
11Tickets resolved
Responsiveness
2m 18sFirst response
4m 10sAverage response
Workload
5Current active work
2Pending
See how every team is performing.
Support
38Active work104Completed2mResponse
Operations
17Active work61Completed5mResponse
Support workload increased 18% this week.
Operations has the lowest response volume.
See where work flows — and where it gets stuck.
Audit & activity logs
Know what changed, who changed it, and when.
Keep a clear record of important workspace and team activity.
FilterUserActionModuleDate
Routing rule updatedRound robin → Respect workload
MIAdminNewRole updatedManager → Support Manager
MIAdminRolesPermission changedAnalytics → Department only
MIAdminPermissionsAgent addedSupport Team
RVManagerTeamsVisibility when it matters.
People, permissions, work, and performance — connected.
Team Management gives every person the right access and context while connecting their work to the rest of the business.
Team ManagementPeople layerYour team shouldn’t have to remember everything either.
The Second Brain can help surface pending work, remind people about commitments, and keep teams moving.
Explore the Second BrainMy Work · Ana Torres
ConversationKavya Nair · order status
TaskUpdate Q4 rate card
Ticket#1102 · delivery ETA
Follow-upGroup booking · 12 rooms
Second Brain
You have 3 things that need attention.
- Overdue1 overdue task
- Follow-up1 customer follow-up
- Approval1 pending approval
Team Management controls who does the work. The Second Brain helps make sure it happens.
What is team management software?
Team management software helps organizations organize people, roles, departments, permissions, work assignment, collaboration, and team performance. Wisemelon combines these capabilities with conversations, tasks, workflows, and analytics.
Can I create custom roles and permissions?
Yes. Wisemelon allows organizations to create roles and define permissions based on responsibilities. Access can be controlled across different areas of the workspace.
Can I manage departments?
Yes. Teams can be organized into departments with their own members, responsibilities, routing rules, workload, and performance views.
What is smart team routing?
Smart team routing automatically assigns conversations, tasks, tickets, or other work based on configured rules such as department, skill, availability, workload, priority, or round-robin distribution.
Does Wisemelon support round-robin assignment?
Yes. Round-robin assignment can distribute incoming work across eligible team members. Routing can also consider availability and other configured rules.
Can teams collaborate internally?
Yes. Team members can use internal team conversations while keeping relevant context connected to customer conversations, tasks, tickets, and other work.
Can I see team member activity?
Yes. Team analytics can provide visibility into activity such as conversations handled, tasks completed, tickets resolved, response performance, workload, and active time.
Can I see department performance?
Yes. Managers can analyze work distribution, workload, activity, response performance, and other configured metrics by department.
Does Wisemelon support two-factor authentication?
Wisemelon can provide two-factor authentication and other configured account-security controls for stronger workspace access protection.
Can I see who changed something?
Wisemelon can provide activity and audit information for supported workspace actions, helping administrators understand what changed, who performed the action, and when it happened.
Can Team Management work with Customer OS?
Yes. Customer OS provides customer and business records, while Team Management controls the people, roles, permissions, routing, and access around that work.
Can Team Management work with the Second Brain?
Yes. The Second Brain can help team members remember tasks, follow-ups, commitments, and pending work while Team Management controls ownership, access, departments, and team structure.
Team Management
Build a team that
knows who does what.
Give people the right access. Route work intelligently. Understand what’s happening across your teams.
Start free. Pay as you use.