Team access

Give each teammate their own login so work stays attached to the person doing it. Roles and permissions control access to employees, connections, customer conversations, and account settings.

Invite a teammate

1. Open Settings, then Team in the dashboard.
2. Invite the person using their work email address.
3. Choose the role and permissions that fit their job.
4. Ask them to accept the invitation and sign in with their own account.

The invitation and access controls depend on your own account permissions.

Choose access for the job

• Let people who manage employees edit employee roles and instructions.
• Give connection access to people who manage the business accounts your employees use.
• Give customer inbox access to teammates who handle customer conversations.
• Add customer contact permissions when a teammate needs to name or link customer records.
• Keep billing and account administration with the people responsible for them.

Work together in Customer inbox

Teammates with the right access can read a customer thread, take it over, send a reply, and hand it back to the AI employee. The conversation shows which teammate replied.

Follow Customer inbox for the steps. When a person’s responsibilities change, update their team permissions in the dashboard.