Team Management

Invite team members, set roles, and manage permissions.

Add team members to collaborate on conversations and manage agents.

Go to Settings → Team

Click Invite Member

Enter their email address

Select their role

Send invitation — they'll receive an email to join

Owner — Full access, billing management, can delete workspace

Admin — Full access except billing and workspace deletion

Member — Can handle conversations, view analytics, configure agents

Viewer — Read-only access to conversations and analytics

From the team page you can:

Change a member's role

Remove a member (they lose access immediately)

Resend an invitation

View when they last logged in

When a handoff occurs or a conversation needs attention, you can assign it to specific team members. Assignment options:

Manual — Assign from the conversation view

Round-robin — Automatically rotate between available members

Skills-based — Route based on member expertise tags

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