Invite your teammates
Add the people who answer customers, and decide who manages settings.
Written by OngoingAIUpdated
Everyone who answers customers should be in your workspace, so conversations, notes and assignments are shared.
Send an invitation
- Click your workspace's name at the top of the sidebar.
- Choose Manage, then open Members.
- Enter your teammate's email address, pick a role, and send the invitation.
They get an email with a link to join. Once they sign in, they can reply right away, and they appear when you assign conversations.
Roles
- Admin: everything a member can do, plus managing members, AI agents and workspace settings.
- Member: answers conversations, writes help articles, and works on tickets and tasks.
More than one workspace
If you belong to several workspaces, switch between them from the name at the top of the sidebar. Each one has its own inbox, messenger, email address and help center.
Good to know: the messenger shows your team as online only for the workspace you have open. See Online and away.
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Still have questions?
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