Inviting team members to your workspace

Add your team so multiple agents can handle WhatsApp conversations simultaneously.

Adding a new user

1. Go to Settings → Users
2. Click "New User"
3. Fill in:
   • Full Name — The team member's name
   • Email — Their login email
   • Password — Set an initial password (they can change it later)
   • Role — Select their permission level
4. Click Create

The user receives a welcome email with login instructions.

Available roles

Creating custom roles

1. Go to Settings → Roles
2. Click "New Role"
3. Name the role (e.g., "Sales Agent", "Support Lead")
4. Toggle permissions for each feature:
   • Contacts (read/write/delete)
   • Campaigns (read/write)
   • Templates (read/write)
   • Settings (read/write)
   • Analytics (read)
5. Save

Managing team members

Deactivating a user

If someone leaves the team:

1. Go to Settings → Users
2. Find the user
3. Click "Deactivate"

Their conversations will be unassigned and available for other agents.

Changing a user's role

1. Go to Settings → Users
2. Click on the user
3. Change their role in the dropdown
4. Save

Team setup for assignment

For auto-assignment to work:

1. Go to Settings → Teams
2. Create a team (e.g., "Support Team")
3. Add members to the team
4. Set the assignment strategy (Round Robin, Load Balanced, or Manual)

Plan limits

Need more seats? Contact support or upgrade your plan.

Tips

1. Start with 2-3 agents — Add more as volume grows
2. Use teams — Group agents by function (Sales, Support)
3. Set availability — Agents should toggle "Away" when not working
4. Train on canned responses — Helps new agents respond quickly
5. Review permissions — Don't give everyone Admin access