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How to invite a person to your team

In the top menu in your personal settings, click on your Team and then on Team Settings to access the Team data:

chatbot team settings page

The “Add Team Member” section allows you to add another member to your team.

Enter the email of the person to add and set the role.

People with admin roles can manage teams and take action on the bot.

Members can only access the handover module to manage conversations handed over by the bot.

how to add a new user

Once saved, a verification email will be sent to the added person’s account.

The new Team member will be shown within the Team members section.

new chatbot team member added

From this section it is possible to change the person’s role by clicking on the appropriate item on the right or to remove them from the team by clicking on “Remove”: