One team. Every signal.
Workspaces, roles & permissions, live performance — every move your team makes, in one frame. Coach faster, audit cleaner, scale without spreadsheets.
From spreadsheet to single source of truth.
Stop running your team on hearsay and weekly spreadsheets. Start running it on a live dashboard.
Spreadsheet for performance. Vibes for who’s online.
- Star reps known by hearsay, not numbers
- Underperformers found weeks too late
- No record of who chatted with whom
- New rep onboarding = a half-day shadow session
Live performance, granular access, complete audit log.
- Real-time leaderboard across leads + conversion
- Roles & permissions per chat, pipeline, action
- Coaching insights flag who needs help, when
- New rep live in under 30 seconds
What's inside Team Management.
Six tools that turn a roster of reps into a managed, measured, coach-able team.
Performance leaderboard
Live rankings across leads handled, conversion rate, and response time. Healthy competition without surveillance — every rep sees the bar to clear.
Workspaces
Run multiple teams from one account — sales, support, renewals, agency clients — each with its own pipeline, members, and rules.
Roles & permissions
Admin, Manager, Agent — and any custom role you need. Granular permissions per chat, per pipeline, per workflow. No accidental data leaks.
Activity tracking
See who's online, who's responding, who's idle — across desktop, mobile, and the WhatsApp Business app, all in real time.
Coaching insights
Spot reps who need a hand — slowest responses, lowest conversion, longest unresolved chats — before it costs you a deal.
Bulk admin
Tag 100 leads, reassign 30, deactivate a rep, transfer their pipeline — all from one panel, one action. No spreadsheet juggling.
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Role tiers
Admin / Manager / Agent + custom
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New rep onboard
Invite, profile, role — done
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Faster coaching
Insights vs reading every chat
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Activity logged
Every chat, every action audited
Frequently asked questions
The most common questions about how Team Management actually works in practice.
Three tiers ship out of the box — Admin (full access), Manager (their team's pipeline + reports), Agent (their assigned chats only). On top of those you can build custom roles with granular permissions: who can see which pipeline, who can reassign, who can export data, who can delete. Permissions apply per workspace too, so a rep can be a Manager in one and an Agent in another.
Yes — workspaces are how you separate teams that shouldn't share data. Sales / Support / Renewals is the classic split, but agencies use one workspace per client, and franchises use one per outlet. Each workspace has its own pipeline, members, automations, and reports. Master admins can move between them; regular reps stay scoped to theirs.
You pick the metrics that matter — leads handled, conversion rate, average response time, deal value, or any custom KPI. The leaderboard updates live (within a minute) and displays the current week, month, or any custom period. Reps see their own rank to motivate; managers see the full board to coach.
Only if their role permits it. By default, agents see their own assigned chats only — anything else is invisible. Managers see their team's chats. Admins see everything. You can flip individual permissions per role: e.g. allow agents to see the LEAD record (for handoff) without exposing the chat history.
Yes — every Raion HUB action is a permission you can grant or revoke. View pipeline, assign leads, edit templates, run blasts, view analytics, export data, manage team — all individually toggleable. Build a "Sales Lead" role that can reassign but not delete, or a "Read-Only Auditor" role that sees everything but changes nothing. No code, just checkboxes.