Team and roles
Team Roles for Your AI Customer Service Workspace
Invite teammates by email. Owner has full control including billing; Admin trains the agent and manages channels; Agent works the inbox, pipeline and outbox; Viewer reads conversations and analytics without changing anything. Roles are enforced on the server, not just hidden in the interface.
Customer messages are rarely one person’s job. Give each teammate the access they need and nothing more.
- Owner, Admin, Agent and Viewer roles
- Email invitations, up to 10 members
- Server-side enforcement
- Activity log of team changes
Four roles
Owner: everything, including billing and deleting the workspace. Admin: trains the agent, connects channels and manages people, without billing. Agent: replies in the inbox and manages leads. Viewer: read-only.
Invitations by email
The person signs in with the invited email address. Invitations expire after 7 days, and a workspace can have up to 10 members.
Enforced on the server
Role checks happen on the server for every request, so a hidden button is never the only protection.
Frequently asked questions
Can a Viewer reply to customers?
No. Viewers are read-only. Agents can reply.
Who can change billing?
Only the Owner.
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Read more →Let your website start answering customers today.
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