Documentation

Setting up Team

Overview

"Team" feature allows you to add people to specific bots, connect team members to chatbot conversations, and enhance the service provided to your users. This feature aims to streamline collaboration and improve overall efficiency.

Inviting members

To invite members to your team, follow these steps:

  1. Go to Settings
  2. Click the Team tab (by default, you will be displayed as the owner of your team)
  3. To invite a team member, click on "Invite team members":
    3.1 In the pop-up that opens, enter the email of the user you want to invite
    3.2 You can choose one of 4 roles for the user you are inviting
    3.3 After entering the email and selecting the user role, click on "Add to list" (you can add several emails to the list of invited users at the same time) and then click on "Add members"
    3.4 After adding invited users to the team, they will be displayed in the list of all team members, along with their respective roles and invitation acceptance status

Actions on added team members

Possible actions with the added team member from the list:

  1. You can always change the user role if necessary
  2. You can resend an invitation to a team to a user who has not yet accepted it and has the "Pending" status by clicking on the "Meatball menu" button and selecting "Resend invitation"
  3. You can remove a user from the team list by clicking the "Meatball menu" button and selecting "Remove from team"
  4. You can use the Filter to search for team members by their role. Select one or more to see a list of specific team members. To clear the filter, just click on "Clear all"
  5. You can use Search to find team members by name or email

User roles

Each team member has certain limitations within their role. Let's take a closer look at each role:

Owner

The bot's creator is the Owner by default. The Owner can make any changes to the bot, including deleting it. The Owner cannot demote themselves in their own bot.

Admin

An Admin can be appointed by the Owner or another Admin. The Admin has the same rights as the Owner, except they cannot delete the bot.

Editor

An Editor can be appointed by the Owner or the Admin. The Editor can edit bot flow, customize integrations and channels, interact with customers and conversations, assign agents and viewers.

Agent

An Agent can be appointed by the Owner, Admin, or Editor of the bot. The Agent can see the Home page, Customers, and Welcome page, and engage with customers through Conversations. They cannot edit the bot flow.

Viewer

A Viewer can be appointed by the Owner, Admin, or Editor of the bot. The Viewer can only see the Home page, Customers, Welcome page, and Conversations pages.