Team members & roles

Give your staff their own sign in, so nobody shares a password.

Roles

Each account has one admin (the person who created it). Everyone else is a team member.

Team members can:

• Use the inbox and answer chats
• Take over a chat and hand it back to the AI
• See leads
• Edit the bot's knowledge and greeting

Only the admin can:

• Invite or remove team members
• See billing and plans
• Change where lead alerts are emailed
• Change the account's sign in email and the business name

Invite someone

1. Open Team and click Invite a team member.
2. Enter their name and email.
3. They get an email with a link (it works for 7 days). They open it, choose their own password and they're in.

Remove someone

On the Team page, remove the person. They're signed out on every device right away.

Which plans include team members

Team members are part of the paid plans (Starter and up). Each plan from Starter up includes 2 team members besides the admin (Free and Basic are just you). Each extra member will be $19/month. Upgrading starts a 30 day free trial, so the admin can upgrade and add the team today; see Plans & billing.