Team

The team module facilitates the management of users within the system, allowing the account owner to invite, assign roles and effectively manage team members.

Team screen

Invite users

1. The account owner must log in to the team management account and send an invitation by entering the user's email address and role.

2. The invited user receives an email with a link to accept the invitation and set up their account.

User roles

Manager Role

• Can assign chats to agents

• Cannot access configuration, billing and API keys

Agent role

• Cannot assign chats to agents

• Cannot access configuration, billing and API keys.