Team Management

Invite people to help answer chats. Each team member only sees the AI agents you give them, so a person handling one brand never sees another brand’s chats. Use it when one person can no longer answer every customer alone.

Before you start

• The Growth plan or higher — Growth includes 1 team member and Pro includes 3. Free and Starter have none
• Their email address — They receive an invitation there

How to invite someone

1. 1

   Open Dashboard → Team

   In the side menu, under Account

2. 2

   Click “Invite member”

   A short form opens

3. 3

   Enter their email and click “Send Invitation”

   They get an email and join as an Agent, who can handle chats and tickets

4. 4

   Give them AI agents

   Open the row menu, click “Assign AI Agent” and pick the agents they should work on. Until you do, they see nothing

What happens next

Once they accept, they sign in to their own dashboard and see the Inbox, chats, tickets and leads of their assigned agents only. When a customer asks for a person, they can take the chat over just like you.

What a team member can do

• Answer chats in the Inbox for their assigned agents
• Claim and solve support tickets
• See the chats, leads and numbers of their assigned agents only
• They cannot see billing or other agents

Good to know

• Growth includes 1 team member, Pro includes 3. Free and Starter have none
• Add more with team seats ($1 per seat a month) in Billing → Add-ons
• Remove someone from the row menu with “Remove”
• Each message a team member sends uses 2 credits