Team Setup Guide
Team Setup Guide
Inviting Team Members
- Go to Messenger > Settings > Team
- Click Invite Member
- Enter their email address
- Select a role (see below)
- Click Send Invitation
The invited member receives an email with a link to join your workspace.
Roles and Permissions
| Role | Permissions |
|---|---|
| Owner | Full access, billing, delete workspace |
| Admin | Manage team, settings, knowledge base, channels |
| Agent | Reply to conversations, view inbox, use playground |
Role Details
Owner
- Only one per workspace
- Can transfer ownership to another member
- Manages billing and subscription
- Can delete the workspace
Admin
- Can invite and remove members
- Configure widget, AI persona, channels
- Manage knowledge base and crawl settings
- Cannot access billing or delete workspace
Agent
- Can view and reply to assigned/unassigned conversations
- Can assign conversations to self or others
- Can add notes and labels
- Cannot change settings or manage team
Managing Your Team
Change a member's role:
- Go to Settings > Team
- Click the role dropdown next to the member
- Select the new role
Remove a member:
- Click the Remove button next to the member
- Confirm the removal
- Their assigned conversations become unassigned
Tips
- Start with 1–2 Admins and add Agents as your team grows
- Each agent has their own notification preferences
- Use the Online/Offline toggle to control availability
- Set business hours in Settings > Availability to auto-respond outside hours