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Account and team

Invite your team

Give other people access to the workspace.

Where to find itUsers

  1. Go to Users.
  2. Press Invite.
  3. Type one or more emails.
  4. Choose the role and send the invitation.

Roles

RoleWhat they can do
AdminCan manage the plan, invoices, calendars, and users, as well as the rest of the workspace.
MemberCan create and edit assistants, test them, and see conversations. Can’t change the plan or connect calendars.

Review invitations

You can see pending invitations until they’re accepted. If someone can’t find the invitation, ask them to check spam.

Suggestions

  • Write the instructions
  • Connect your calendar
  • Transfer calls to your team
  • Get emails after calls
  • Plans and prices
  • Review conversations
Type a task, like “transfer calls” or “change the voice”.