Team Members

Collaborate with your team by inviting members and assigning granular permissions. Available on the Standard plan and above.

Inviting Team Members

  1. Go to Settings > Team Members.
  2. Click Invite Member.
  3. Enter the team member's email address.
  4. Select their permissions.
  5. 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:

PermissionDescription
Live ChatRespond to live chat conversations
AnalyticsView chatbot analytics and reports
ConversationsRead and review chatbot conversations
LeadsView and manage captured leads
FeedbackView user feedback on chatbot responses
QuestionsView unanswered or flagged questions
BookingsView 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

PlanMax Team Members
Standard3
Premium10
EnterpriseUnlimited