Teams

Teams let you group workspace members together so the assistant can schedule on behalf of a group — not just an individual. Each team gets its own email address and assignment mode that controls how meetings are distributed across members.

When to use teams

Teams solve three common scheduling problems:

• Sales rotation — Inbound prospects email a shared address and the assistant automatically assigns the next available rep.
• Co-founder scheduling — Two or more people always meet together. The assistant finds times when everyone is free and selects the best organizer.
• Multi-calendar person — One person has accounts across multiple email providers. A team groups those accounts so all calendars are checked before suggesting times.

Team roles

Every team member has one of two roles:

Role	Can do
Manager	Edit team settings, add or remove members, change roles, mark members as available or unavailable
Member	View the team and its members

Workspace admins can create and archive teams, and have full access to all team settings regardless of their role within the team.

Team email address

Every team gets an auto-provisioned email address in the format:

{team-slug}.{workspace-handle}@skipup.co

For example, a team called “Sales” in the “happyco” workspace gets [email protected]. When someone emails this address, the assistant routes the meeting request based on the team’s assignment mode.

You can copy the team email from the Scheduling Email section in the team drawer under Settings > Teams.

Assignment modes

Each team uses one of two assignment modes. You can change the mode at any time from the team drawer using the radio cards under Availability.

Mode	How it works	Best for
Round Robin	Each meeting is assigned to the next member in rotation — the most recently assigned member goes to the back of the queue	Sales teams, support queues
Collective	Skip finds times when all team members are available, then selects the best organizer based on their connection to the contact	Co-founder scheduling, account-based teams

Round Robin

Each meeting is assigned to the next member in rotation. The most recently assigned member goes to the back of the queue, so assignments stay balanced over time.

• The member list shows an “Up Next” badge on the person who’ll be assigned next.
• You can mark members as unavailable when they’re out (e.g., on PTO) and mark them available again when they return.
• When a member is marked available again, they’re placed at the front of the rotation queue.
• Optionally enable Introduce member so Skip introduces the assigned member by name when confirming the meeting. See Set up a sales team for a step-by-step walkthrough.

Collective

Skip finds times when all team members are available, then selects the best organizer based on their connection to the contact. The assistant uses a heuristic chain to find the best fit:

1. Email domain — If a team member’s email domain matches the contact’s domain, they’re selected.
2. Past meetings — If no domain match, the member with the most recent meeting history with the contact is chosen.
3. Seniority — If there’s no prior relationship, managers are preferred first, then the earliest-added team member.

Collective mode has two additional options:

• Include all members — All team members are added as participants to scheduled meetings. When enabled, the selected organizer hosts the meeting and all other members are added as attendees.
• Apply to all meetings — Check teammates’ availability even when members are scheduling individually, not just through the team email.

Introduce member

Available in Round Robin mode. When enabled, Skip introduces the assigned member by name when confirming the meeting.

You can add optional guidance text to customize how the introduction sounds (e.g., “mention their role and area of expertise”).

Managing members

From the team drawer, managers and admins can:

• Add members using the add button at the top of the members list
• Change a member’s role between Manager and Member
• Mark a member unavailable (Round Robin only) — they won’t be assigned meetings until marked available again
• Mark a member available — they’re placed at the front of the rotation queue
• Remove a member from the team

Creating a team

1. Go to Settings > Teams
2. Click New Team
3. Enter a name, optional description, and select at least one member
4. Click Create Team

The team starts in Round Robin mode by default. To switch to Collective, open the team drawer and change the assignment mode.

Archiving a team

Workspace admins can archive a team in two ways:

• From the teams table: click the … menu on the team row and select Archive
• From the team drawer: click the … menu in the header and select Archive

Both show a confirmation dialog before archiving. Archiving removes the team from active use and its members are no longer grouped under it. The team email address stops routing new meetings.