Invite agents and set up groups
Add teammates, choose roles, and route chats to groups.
Go to Settings → Agents and click Invite. Teammates get an email invitation and choose their own password.
- Owner — billing and everything else.
- Admin — settings, chatbots, and knowledge.
- Agent — answers conversations.
Create groups in Settings → Groups to route chats to Sales, Support, or any team you like. On paid plans each agent is a billed seat, prorated automatically.