👥Team and permissions

Create an invite link on the Agents page; your teammate opens the link, sets a password and joins your team. How many agents you can add depends on your plan.

• Admin: has access to everything in the dashboard and can change settings and billing.
• Agent: sees only the Conversations screen by default; you open up more with a permission role.
• You can temporarily deactivate an agent — the account and its data are kept, and their open sessions are signed out immediately.

In the Permission roles card on the Agents page you create a role and tick the sections it includes: live visitors, campaigns, channels, e-commerce, analytics, canned replies, agents, teams, billing, developers, security, settings.

When you assign the role to an agent, their sidebar narrows to match right away; they can't reach a page they don't have permission for, even by typing its address. Permissions are enforced on the server.

Create teams and add their members on the Teams page. You can link a site to a team or have the widget ask visitors which department they need; the conversation then goes to that team.

• If no one on the team is online, the conversation either opens up to everyone or waits unassigned in the queue — you choose per site.
• If you like, agents only see their own team's conversations; admins always see all of them.

Set your days and hours under Settings → Hours & routing. Outside business hours the widget shows as offline; if your AI assistant is on, it greets visitors, and if it's off, your offline message is shown and the message still reaches you.