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TutorialsAvailable3 min read · updated 2026-07-28

Invite teammates and set roles

Add people to the workspace with the smallest role that lets them do their job.

Steps

  1. 1

    Settings → Team → Invite

    Enter the work email address of the person joining.

  2. 2

    Choose a role

    Agent for people handling conversations, admin only for configuration owners.

  3. 3

    Confirm acceptance

    Invitations expire; resend if the person has not joined.

3 min read