Team Management

Documentation

Advanced

As an Admin, you can invite team members to your company. Team members can chat with your shared knowledge base and any chatbots assigned to them.

Inviting Team Members

Go to Users in the sidebar.
Click Invite User.
Enter the email address of the person you want to invite.
The invitee receives an email with a sign-up link.
Once they register, they join your company and get access to the shared knowledge base.

Roles

Capability	Admin	Team Member
Create & manage chatbots	Yes	No
Upload & manage documents	Yes	No
Configure integrations	Yes	No
Manage billing & plan	Yes	No
Invite other users	Yes	No
Chat with chatbots	Yes	Yes

Assigning Chatbots

You can assign specific chatbots to individual team members from the chatbot settings. This lets you control which knowledge bases each team member can access.

Removing Team Members

Go to Users, find the team member, and click Remove. Removed users lose access immediately. They can still create their own account on a different company.

The number of team members you can invite depends on your plan. Pro plan users can invite unlimited team members.