> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rovax.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Squads

> Step-by-step guide to creating a squad, adding agents, defining leadership roles, and managing the group over time.

Squads allow multiple specialized agents to handle the same channel in a coordinated way. Before creating a squad, make sure the agents that will be part of the group are already created and configured with their respective LLM models and knowledge bases.

## Step 1: Create a squad

<Steps>
  <Step title="Go to the Squads section">
    In the sidebar, click **Squads**. The list of existing squads is displayed.
  </Step>

  <Step title="Start a new squad">
    Click **+ New squad** in the upper-right corner of the screen.
  </Step>

  <Step title="Define the name">
    In the **Name** field, write a clear identifier — for example, "Technical Support" or "Inbound Sales". The name appears in reports and the squads panel. 100-character limit.
  </Step>

  <Step title="Add a description (optional)">
    The **Description** field is optional, but recommended for larger teams. Use it to record the squad's purpose and the types of conversations it should receive.
  </Step>

  <Step title="Choose the operation mode">
    Select **Hierarchical** or **Horizontal** by clicking the corresponding card. The choice determines which leadership role you will need to define in the next steps and cannot be changed after the squad is created.
  </Step>

  <Step title="Click Create squad">
    Confirm the creation. The squad is saved in an inactive state — you still need to add agents before linking it to a channel.
  </Step>

  <Step title="Review the summary">
    The squad details screen opens automatically. Confirm the name, description, and mode before proceeding to add agents.
  </Step>
</Steps>

## Step 2: Add agents to the squad

On the squad details screen, click **Add agent** to include members:

* The limit is **20 active agents** per squad. Deactivated agents do not count toward this limit.
* Each agent retains its own LLM, personality, and integration configuration — the squad does not override these settings.

When adding an agent, select the appropriate role according to the squad mode:

* **Hierarchical mode:** define one agent as `manager` and the rest as `member`.
* **Horizontal mode:** define one agent as `principal` and the rest as `member` or `specialist`.

## Promoting an agent to Manager or Principal

After adding an agent to the squad, you can change their role directly in the squad's member list:

* Click the options menu next to the agent's name.
* Select **Change role**.
* Choose the new role in the selector displayed.
* Confirm the change.

<Note>
  Each squad accepts only one `manager` (hierarchical mode) or one `principal` (horizontal mode). Promoting a second agent to the leadership role automatically replaces the previous one.
</Note>

## Copying the Squad ID

The Squad ID is the squad's unique identifier, required for programmatic linking via API or for reference in integrations:

* On the squad details screen, locate the **Squad ID** field in the information panel.
* Click the copy icon next to the ID to copy it to the clipboard.

<Tip>
  Keep the Squad ID in a safe place if you plan to use the Timely.ai API to create or update channel links programmatically. The ID does not change even if the squad's name is changed.
</Tip>

## Managing squads over time

* **Add agents:** use the **Add agent** button at any time. The 20 active agents limit always applies.
* **Remove agents:** click the agent's options menu and select **Remove from squad**. Squads with active conversations (`hasActiveConversations`) cannot be deleted — transfer or close the open conversations first.
* **Edit name and description:** click **Edit squad** in the details panel to update this information.
* **Delete the squad:** available in the options menu of the squads list. The action is irreversible — channels linked to the squad immediately stop receiving new conversations.