Teams Management

We’re excited to introduce our new Team Management feature—designed to help you collaborate more effectively on managing your chatbot!

What’s New?

• Invite & Collaborate:
  Easily invite team members to work alongside you. Depending on your plan (Free, Entry, Standard, or Professional), you can add up to 0/5/20/1000 members respectively.

• Streamlined Management:
  Access the Members section via your chatbot’s Settings tab to view the current list of team members, their roles, and permission details.

• Simple Invitation Process:

  • Click Invite a member.
  • Enter the member’s email address.
  • Select the appropriate permission level.
  • Hit Invite to send the invitation.
    Note: Invitations will work only if the invitee has signed up for Chat Data. Otherwise, they’ll receive a sign-up link, and you’ll need to invite them again once they’re registered.

• Flexible Permission Levels:
  Assign roles based on what your team member needs:

  • Read: View configurations and chat on the admin panel.
  • Train: Train the chatbot without altering configurations.
  • Full: Edit configurations, train the chatbot, and integrate with third-party platforms (cannot manage team members or delete the chatbot).
  • Admin: Full access plus the ability to invite/edit members and delete the chatbot.

• Defined Roles:

  • Owner: Holds full access with admin privileges, including member management and the ability to transfer ownership.
  • Member: Operates within the permissions assigned.
    Remember: Only the Owner can transfer ownership, and the Owner automatically retains admin-level access.

Getting Started:

1. Navigate to your chatbot’s Settings tab.
2. Access the Members section.
3. Invite new members by clicking Invite a member and following the steps.

Learn more about team management from our docs → Invite Team Members

Happy Collaborating!