Prerequisites: Proper configuration of your email settings is necessary to send invitations successfully.

The team module facilitates user management within the system, allowing the account owner to invite, assign roles, and manage team members effectively

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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.

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Roles

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Manager Role

  • Can assign chats to agents.
  • Cannot access settings, billing, and API keys.

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Agent Role

  • Cannot assign chats to agents.
  • Cannot access settings, billing, and API keys.