Documentation

Set Up Your Team

Overview

The Team feature lets you add team members to your chatbot. Team members can then participate in conversations and help support your users.

How to Invite Team Members

Follow these steps to invite new members:

  1. Go to Settings
  2. Click the Team tab (You will appear as Owner by default)
  3. Click Invite team members.
  4. Enter the email address of the person you want to invite.
  5. Select one of these four roles from the dropdown menu:
  • Admin
  • Editor
  • Agent
  • Viewer
  1. After entering the email and selecting the role, click Add to list. (You can invite several email addresses at the same time.)
  2. Once you finish adding emails, click Add members.
  3. Invited members appear in your Team list with their assigned roles. Members who haven't yet accepted will show as Pending.

Manage Team Members

You can perform the following actions with listed team members:

Change Role Click on the user's current role next to their name and choose a new role from the list.

Resend Invitation If a member has not accepted their invitation (Pending status):

  1. Click the three-dot menu (⋯) next to their name.
  2. Select Resend invitation.

Remove a Member To remove someone from the team:

  1. Click the three-dot menu (⋯) next to their name.
  2. Select Remove from team.
  3. Confirm removal by selecting Remove member.

Filter Members by Role Use filters to display members by specific roles:

  1. Click Filter, select roles to filter the team list.
  2. Click Clear all to reset filters.

Search for Members by Name or Email Use the search bar to find members quickly by name or email address.

Team Member Roles Explained

Here is an overview of each available role and their allowed actions:

Owner

Assigned automatically to the chatbot's creator. Can perform any action, including deleting the chatbot. Cannot downgrade their own role.

Admin

Has similar permissions as the Owner, except cannot delete the chatbot. Can change role assignments and manage team settings. Can be appointed by the Owner or another Admin.

Editor

Can change bot conversation flow, manage integrations, interact with customers, and assign Agents and Viewers. Can be appointed by the Owner or Admin.

Agent

Can view the Home page, Customers, and Conversations. Can chat with customers but cannot change chatbot flows or settings. Can be appointed by the Owner, Admin, or Editor.

Viewer

Can view Home page, Customers, Welcome page, and Conversations. Cannot participate in conversations or make edits. Can be appointed by the Owner, Admin, or Editor.