Team

Open in workspace →

Invite your team to collaborate on managing conversations and content.

Roles

Role	Description
Owner	Full access including billing and workspace deletion
Admin	Manage team, knowledge sources, and assistant config
Operator	View conversations and respond to customers

Inviting members

1. Navigate to Settings > Team in the dashboard.
2. Click Invite Member.
3. Enter their email address and select a role.
4. They’ll receive an email invitation to join.

Managing members

• Change role — update a member’s role from the team list.
• Remove — remove a member from the workspace.
• Leave — members can leave the workspace themselves.