Team & agents
Invite your team
Add the people who'll answer chats, give them the right level of access, and manage their accounts as your team changes.
Roles
- Admin, manages the workspace: agents, departments, settings and every conversation.
- Agent, answers chats assigned to them or waiting in their queue.
Higher-level owner and manager roles handle platform and billing settings above the day-to-day inbox.
Invite a teammate
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Open your team
Go to Workspace → Team and click Invite member.
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Enter their email and pick a role
They'll get an email with a secure sign-up link that's valid for 7 days and can only be used once.
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They set their password and they're in
Once they accept, they appear in your team list and can start taking conversations.
Suspend or reactivate
Need to remove someone's access temporarily? Suspend their account, they can't sign in or receive chats until you reactivate them. Suspended accounts don't take up a seat.
Each plan includes a set number of seats. If you hit your limit, upgrade your plan to add more teammates.
Frequently asked questions
How do I invite a team member?
Go to Workspace, Team, click Invite member, enter their email and choose a role. They get a secure sign-up link that is valid for 7 days and can be used once.
What are the different agent roles?
Admins manage the workspace, including agents, departments, settings and every conversation. Agents answer the chats assigned to them or waiting in their queue. Owner and manager roles handle platform and billing settings.
How do I suspend or remove an agent?
Suspend an account to block sign-in and stop new chats reaching them until you reactivate it. Suspended accounts do not take up a seat.
How many agents can I add?
Each plan includes a set number of seats. If you reach your limit, upgrade your plan to add more teammates.
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