Team Management

Collaborate with your team by inviting members and assigning roles with appropriate permissions.

Accessing Team Settings

Navigate to Dashboard -> Settings -> Team (or Dashboard -> Team from the sidebar).

Roles & Permissions

Permission	Owner	Admin	Agent
Manage billing & plan	Yes	No	No
Delete chatbot	Yes	Yes	No
Create/edit chatbot	Yes	Yes	No
Manage team members	Yes	Yes	No
View analytics	Yes	Yes	Limited
Manage knowledge base	Yes	Yes	No
Manage flows	Yes	Yes	No
Access Live Inbox	Yes	Yes	Yes
Reply to conversations	Yes	Yes	Yes
View contacts	Yes	Yes	Yes
Manage settings	Yes	Yes	No
View/manage webhooks & API	Yes	Yes	No

Owner

The account creator. Full access to everything including billing, plan changes, and account deletion. There can only be one Owner.

Admin

Can manage chatbots, knowledge base, flows, team members, and settings. Cannot access billing or delete the account.

Agent

Focused on customer interactions. Can access Live Inbox, reply to conversations, view contacts, and see limited analytics. Cannot change any configuration.

Inviting Team Members

Go to Dashboard -> Settings -> Team.
Click Invite Member.
Enter the email address and select a role (Admin or Agent).
Click Send Invite.
The invitee receives an email with a link to join your workspace.

Managing Members

Change role -- click the role badge next to a member's name to change it
Remove member -- click the menu icon (...) and select Remove
Resend invite -- if the invite expired, resend from the pending invites list

Team Limits by Plan

Plan	Team Members
Free	1 (owner only)
Starter	1
Pro	3
Growth	10
Enterprise	Unlimited

Tips

Assign the Agent role to support staff who only need to respond to conversations.
Use Admin for team leads who need to configure bots and manage the knowledge base.
Review team member activity under Analytics -> Agent Workload (active sessions per agent) and AI Usage (per-agent AI-assist requests).