Team Members
Collaborate with your team by inviting members and assigning granular permissions. Available on the Standard plan and above.
Inviting Team Members
- Go to Settings > Team Members.
- Click Invite Member.
- Enter the team member's email address.
- Select their permissions.
- Click Send Invite — they'll receive an email with a link to join your account.
Permissions
Assign access to specific features for each team member:
| Permission | Description |
|---|---|
| Live Chat | Respond to live chat conversations |
| Analytics | View chatbot analytics and reports |
| Conversations | Read and review chatbot conversations |
| Leads | View and manage captured leads |
| Feedback | View user feedback on chatbot responses |
| Questions | View unanswered or flagged questions |
| Bookings | View and manage appointment bookings |
Managing Members
- Edit permissions — Click on a team member to update their access rights
- Remove members — Remove a team member to revoke all access immediately
- Resend invitations — Resend the invite email if it was missed or expired
Team Member Limits
| Plan | Max Team Members |
|---|---|
| Standard | 3 |
| Premium | 10 |
| Enterprise | Unlimited |
