Prerequisites: Proper configuration of your email settings is necessary to send invitations successfully.
How It Works
- The account owner navigates to the team management section and sends an invitation by entering the user’s email address and role.
- The invited user receives an email with a link to accept the invitation and set up their account.
Roles
Manager Role
- Can assign chats to agents.
- Cannot access settings, billing, and API keys.
Agent Role
- Cannot assign chats to agents.
- Cannot access settings, billing, and API keys.