Workspace

Team & roles.

Invite teammates. Pick what each one can do.

Add a teammate in a click.

From your team settings, type an email, pick a role, and send. They get a one-time link to set up their password and they’re in. Pending invites can be revoked from the same place.

Pending invites are free - we only count seats once someone joins.

Pick what each teammate can do.

  1. Owner

    Can do everything, including billing and deleting the account. Every account has at least one owner.

  2. Admin

    Manages the team, integrations, and the AI. The only thing they can't touch is billing.

  3. Agent

    Reads and replies to conversations. The role most of your team will have.

  4. Viewer

    Read-only. Useful for managers or stakeholders who need visibility but won't reply.