Getting Started

    Inviting Team Members

    1 min read

    Inviting Team Members

    To invite team members to collaborate on managing your AI chatbot, follow these steps:
    1. Log in to your AI Chat for Business account and navigate to the 'Team Members' section in your dashboard.
    2. Click on the 'Invite Team Members' button.
    3. Enter the email addresses of the team members you want to invite, separated by commas.
    4. Choose the role for each member (Admin or Collaborator). Admins have full access to settings, while Collaborators can view analytics and conversations.
    5. Click 'Send Invitations' to complete the process.


    Inviting team members is crucial for organizations that want to enhance collaboration and improve customer support. We have heard from organization owners in the past that adding team members was important to them because it allows for shared responsibilities and diverse expertise when managing bot interactions. Common issues that org owners reach out to us about include managing high conversation volumes, customizing bot responses, and analyzing engagement metrics. By empowering team members with access, you can address these issues more effectively, ensuring a smoother operation and better support for your customers.