Team Management

The Team Management page allows you to invite additional agents to your workspace. By adding team members, you can collaborate on customer support tickets in the shared Inbox and review workspace analytics.

Key Features

• Invite Agents: Add new team members to your workspace using their email address.
• Manage Access: View a complete list of all current workspace members and their assigned roles.
• Remove Members: Quickly revoke access for agents who no longer need to manage your bot's inbox.
• Role-Based Permissions: Distinct interface views for Workspace Owners (who can manage the team) and Agents (who have read-only access to this page).

How to Use

Inviting a New Agent

To grant a new team member access to your workspace:

1. Locate the input field at the top right of the Workspace Members section.
2. Enter the agent's email address (e.g., agent@example.com).
3. Click the black Invite button. The agent will immediately be added to the list and granted access to the workspace.

Removing an Agent

If you need to revoke an agent's access to your dashboard and inbox:

1. Scroll through the list of active team members to find the specific agent.
2. Click the red Remove button on the far right side of their entry.
3. Their access to the workspace will be instantly revoked.

Important Notes (or Pro Tips)

• Permissions: Only the workspace Owner can invite or remove team members. If you are logged in as an Agent, you will see a blue informational banner at the top of the page, and all invite and remove controls will be disabled.
• Initialization Required: You must have an active, initialized workspace before you can manage a team. If you haven't set up your bot yet, the page will prompt you to do so before allowing you to invite members.