Team members can help manage:
conversations
AI Agents
content
integrations
workspace settings
This makes it easier for support teams and businesses to work together inside the same workspace.
Open the Team section
To invite a new team member:
Open your workspace
Go to Team
Stay inside the Members tab
Click Invite member
This opens the invitation form.
Add the team member information
Inside the invitation form:
Enter the team member’s email address
Choose the appropriate role
Select app access permissions if available
Send the invitation
The invited user will receive an email invitation to join your workspace.
Understand app access
You can control which apps or AI Agents each teammate can access.
This is useful for:
separating support teams
restricting internal access
managing multiple workflows
For example:
a sales teammate may only access sales-related AI Agents
a support manager may access all apps
Review workspace activity
Inside the Activity tab, you can monitor:
member actions
configuration changes
workspace updates
recent activity history
This helps teams track operational changes and collaboration activity.
Remove or update team members
You can update team access later at any time.
Workspace admins can:
change roles
update permissions
remove members
This helps keep your workspace secure and organized as your team changes.
When should you invite teammates?
Most businesses invite teammates when:
support volume increases
multiple departments use the workspace
conversations require human handoff
teams collaborate on AI optimization
This is especially useful for growing ecommerce and support teams.
PRO TIP:
Give team members only the access they need. Smaller permission scopes usually make workspace management easier and more secure.