Invite & Manage Team Members

Team Members

Team members are extra logins you create for colleagues so they can help run your chatbots without sharing your owner account. Each one gets their own email and password and only sees the features you grant them. Available on the Standard plan and above (3 seats on Standard, 10 on Premium).

Inviting Team Members

Go to Settings > Team Members.
Click Invite Member.
Enter the team member's email address.
Select their permissions (see below).
Click Send Invite — they'll receive an email with a link to set their password and join.

The invitation link expires after 7 days. You can resend it at any time.

Permissions

Assign access to specific features for each team member:

Permission	Description
Chatbot Settings	Access chatbot configuration, data sources, and prompt settings
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
Tickets	View and manage support tickets on the Kanban board
Team Wiki	Access the AI Team Wiki (can be used standalone — see below)

Restricting Access to Specific Chatbots

By default, team members have access to all chatbots on your account. You can restrict a member to only see specific chatbots by selecting them during the invite or when editing permissions.

Wiki-Only Access

If you assign only the Team Wiki permission (without any other permissions), the team member gets a special wiki-only mode:

They can log in with their email and password
They are redirected directly to the Team Wiki — no dashboard access
They cannot see or modify chatbot settings, conversations, leads, or any other backend features
Perfect for giving employees access to your internal knowledge base without exposing the admin area

Use case: You have 50 employees who need access to your internal knowledge base (Confluence/Notion content), but only 2 admins who manage the chatbot. Invite the 50 employees with wiki-only permissions — they get a simple login to the wiki without seeing any admin features.

Roles: member or admin

Every team member has a role. You pick it when you invite someone or later through the edit icon.

Role	What the person can do
Member	Only the areas you tick under permissions
Admin	Everything in your account: all chatbots, creating and deleting chatbots, managing team members, API keys, subscription, add-ons and invoices

Before someone becomes an admin, the dashboard shows once more what they will be able to do. Nothing is saved until you confirm. Only you as the account owner can change an admin's role. Switch an admin back to member and the checkboxes from before apply again.

White-label operators: an admin in your operator account also manages your end customers, your branding and your white-label subscription. The log-in icon in the team list shows you the dashboard as your team member sees it, even before they have accepted the invite.

When you invite or edit a team member, you can tick Two-step login required. It is off by default. When it is on, the person sees only the setup after their next login: they connect an authenticator app and save their recovery codes. Only then does the dashboard open. They can switch two-step login off again only after you remove the tick. Members who only use the Team Wiki never open the dashboard, so they do not get this option.

How the setup works is described under Two-step login.

Managing Members

Edit permissions — Click the edit icon 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 (only for pending members)

How Team Members Log In

Team members log in at the same URL as account owners. The system automatically detects whether the email belongs to an owner or a team member:

Full access members see the dashboard with only the features they have permission for
Wiki-only members are redirected to the Team Wiki directly after login

Team Member Limits

Plan	Max Team Members
Free / Basic	Not available
Standard	3
Premium	10
Enterprise	Unlimited

White-label accounts (operators and their customers) can invite up to 10 team members per account, regardless of plan.

Note: Team members with the member role have no access to billing, API keys or team management. Admins manage these too. Deleting the account, personal settings and the AVV/DPA agreement always stay with the account owner.