Teams and roles
How do I invite a teammate?
Section titled “How do I invite a teammate?”Settings → Agents → Add Agent. Enter their name and email; they’ll get an invitation to set a password and join your account. Each teammate counts against your plan’s seat limit.
What roles are available?
Section titled “What roles are available?”- Administrator: full access to billing, account settings, security, AI Agent configuration, and everything agents can do.
- Agent: handles conversations, contacts, and day-to-day work, without access to billing or account-wide settings.
Can I create custom roles?
Section titled “Can I create custom roles?”Yes, under Settings → Custom Roles. Useful for a role between agent and administrator, or for restricting access to specific areas.
What are Teams?
Section titled “What are Teams?”A Team groups agents together for routing conversations to the right group rather than to individuals directly. Settings → Teams.
What’s Agent Assignment / capacity?
Section titled “What’s Agent Assignment / capacity?”If enabled, lets you cap how many open conversations an agent can hold at once, and auto-assign new conversations to whoever has capacity. Settings → Agent Assignment.
How do I remove a teammate?
Section titled “How do I remove a teammate?”Settings → Agents → find them → remove. This frees up the seat they were using.
