Your team list and team messages

KretaOS keeps messages only from people it knows. Your clients are known because they are contacts. Your own team is known through the team list in Settings › Team. Anyone who is on neither is never saved.

Add someone to the team list

1. Open Settings › Team and press Add to team list. Only admins can.
2. If they already use KretaOS, pick them under KretaOS login. If they don't, for example field staff or someone in accounts, leave it on No login.
3. Add their WhatsApp number (with the country code) and their Email. At least one is needed, because that is how KretaOS recognises them.
4. With no login, choose Reports to. That teammate reads their messages and gets the tasks suggested from them.

The list has a set size for your workspace, shown as "Team list · 3 of 10". When it is full, contact us to add more.

What happens to their messages

• WhatsApp: when someone on the list writes to your WhatsApp Business number, the message is kept as a team message. It never lands on a client's timeline.
• Email: mail between a teammate who connected Google and someone on the list is kept as a team message. Other internal mail is never read.
• Tasks: KretaOS reads each team message once and suggests up to three tasks in it, such as "Send Mehta Traders the revised quote". Nothing is added by itself.
• Client memory: when a team message names one of your clients, what it says about that client is added to the client's memory, the same as a logged note.

Suggested tasks

Open Agenda and choose Team. Under each message you see its suggested tasks. Change who it is for and the date if you like, then press Add. The task goes to Agenda, and a teammate you choose gets a bell alert, the same as any task you hand over. Press Dismiss to drop a suggestion.

Send a teammate their task

Any task can be sent to someone on the team list with one tap. In Agenda, press the paper-plane button on the task. On Team, it appears under a suggestion once you add it as Send to teammate. Pick the person, then press WhatsApp or Email.

• Email goes from your own connected Google account. If you haven't connected it, KretaOS tells you where to do that.
• WhatsApp goes from a WhatsApp Business number you can use. If the teammate has written to that number in the last 24 hours, the task goes as a normal message.
• After 24 hours, WhatsApp only allows an approved template. Add one called kretaos_task to your WhatsApp account with two details: the task, then the due date. Until it is approved, ask the teammate to send any message first.

The message reads like: "New task from Ravi: Send the revised quote (Mehta Traders) — due Wed 22 Oct." Nothing is sent unless you press the button.

Who reads team messages

A team message is read by the person themselves when they have a KretaOS login, or by the teammate they report to when they don't. Whoever's own mailbox or WhatsApp it came through also sees it. Admins see team messages only when your workspace was set up that way with us. The page says which applies under Team messages.

Taking someone off the list keeps their past messages; new ones are no longer recognised.