Team members and roles
Invite colleagues to serve customers together and assign permissions by role.
Inviting members
On the Team page, click Invite member, enter the email address and choose a role. The person will receive an email and can join after setting a password.
Each plan includes a different number of seats. Once all seats are taken, you can upgrade your plan or deactivate members who are no longer using their accounts.
Roles
| Role | What they can do |
|---|---|
| Owner | Full permissions, including purchasing plans, topping up, and viewing signing keys |
| Admin | Manage the knowledge base, products, bot settings, team canned responses and members |
| Agent | Handle conversations and tickets, test chats, and use the canned response library |
Concurrent chat limit
On the Team page, you can set a limit on concurrent conversations for each agent (1 to 50). Auto-assignment only assigns conversations to agents who haven't reached their limit.
Deactivating members
When a team member leaves, deactivate them on the Team page. They will no longer be able to sign in, and no new conversations will be assigned to them. Past conversations and ticket records are kept.
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