Adding agents and roles
Email invitation, the Agent or Admin role, and the number of people on your plan.
You set up your team in the Agents tab.
Adding a person
- Click “Add agent”.
- Enter their full name and email (this will be their login). Optionally, a mobile number for answering calls and a photo.
- Choose a role and click “Add and send invitation”.
The invitation is valid for 7 days. After that, the agent signs in with an email link or with Google. You can resend the link with the “✉️ Link” button.
Roles
- Agent - sees Overview, Calls and Chat for the whole company, answers calls and replies in the chat.
- Admin - everything an agent can do, plus all settings, team, plan and billing, and integrations.
You can't change your own role - another admin has to do it.
How many people per plan
Chat - 1 person, Chat + Call - 2 people, Business - 5 people. You count too. You see the “Free seats” counter at the top of the tab. Need more? Write to us.
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“Delete” removes the agent's access to the dashboard immediately.
Mobile number
We accept only mobile and regular landline numbers. Toll-free, shared-cost and premium-rate numbers can't be entered.
Something missing?This documentation describes what the dashboard does today. If something doesn't match or you couldn't find it, ask in the help chat in your dashboard or send a request. Help & support →