Team Management & Invites

Add your team and control who can do what.

Role-based access

Two roles keep things simple. Admins manage the organisation — settings, agents, team members, and all data. Members handle their assigned work — conversations, tasks, and customers.

Token-based invitations

Invite team members by email. They receive a secure invitation link, create their account, and are immediately part of your organisation. No manual setup needed.

Team directory

See everyone on your team in one place. Names, roles, email addresses, and when they joined. Admins can update roles or remove members at any time.

Organisation settings

Configure your organisation's details, timezone, and preferences. Set up custom pipeline stages, labels, and task types that match your workflow.

Google sign-in

Team members can sign in with their Google account for quick, secure access. No extra passwords to remember.