Invite your team
Add teammates and give each one the right access.
Sign in to open Settings- Go to Settings.
- Under Team, click Invite member.
- Enter their email address and choose a role.
- Click Send invite. They get an email with a link that works for 7 days.
Roles
- Owner: full control, including deleting the workspace.
- Admin: everything except deleting the workspace. Connects channels, sets up the AI agent and automations, and invites people.
- Member: answers customers. Can reply, close conversations, edit contacts and move deals on the pipeline.
- Viewer: can see conversations, contacts, the pipeline and analytics, but can't reply or change anything.
Only owners and admins can invite people. To remove someone, click Remove member next to their name. They lose access right away.
Ready to answer every customer from one place?
Connect your channels, let the AI help with the questions you get every day, and keep track of every sale.