> ## 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

> This guide focuses on the **practical steps and management actions** involved in creating and maintaining Squads inside Timely.ai. <br /> <br /> If you're looking for conceptual explanations about what Squads are and when to use each mode, refer to the previous article.

***

## Step 1: Create a Squad

<Steps>
  <Step title="Open Squads Page">
    In the left sidebar, click the **Builder** category, then open the **Squads** page.
  </Step>

  <Step title="Create New Squad">
    Click the **New Squad** button in the top-right corner of the page, then select **Hierarchical** or **Horizontal** mode based on your needs.
  </Step>

  <Step title="Set the Name">
    In the **Name** field, enter a clear identifier — for example, "Technical Support" or "Inbound Sales".
  </Step>

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

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

  <Step title="Assign">
    Assign the **Manager** Agent (Hierarchical mode), or the **Principal Agent** (Horizontal mode).
  </Step>

  <Step title="Save the Squad">
    Click **Save** to apply all Squad settings.
  </Step>
</Steps>

***

## Step 2: Add Agents to the Squad

Once the Squad is created, you can add Agents in two ways:

* **Link an existing Agent** <br /> Use the link icon to attach an Agent to the Squad.
* **Create a new Agent** <br /> Use the + button to create a new Agent that is automatically linked to the Squad.

Each Squad can contain multiple Agents, but only one Manager or Principal at a time.

***

## Promoting an Agent to Manager / Principal

You can change leadership at any time.

* In the Squad's **Agents list**, open the Agent's options menu
* Select **Promote to Manager** (or Principal)
* The previous Manager/Principal is replaced automatically

This is useful when:

* Reorganizing responsibilities
* Testing different orchestration strategies
* Iterating on Squad behavior without recreating it

***

## Copying the Squad ID

Each Squad has a unique identifier.

* Open the Squad's options menu
* Click **Copy ID**

The **Squad ID** is useful for:

* Advanced inspection and debugging
* API-based interactions
* Referencing Squads in external systems or logs

<Tip>
  Tip: Keep the Squad ID handy when working with APIs or internal diagnostics.
</Tip>

***

## Managing Squads Over Time

Best practices for ongoing management:

* Keep Squad descriptions updated to reflect their real purpose
* Avoid adding Agents without a clear role
* Regularly review who acts as Manager/Principal
* Prefer **small Squads** with clear responsibilities