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Invite team members
Getting Started
Invite by email
Go to Settings → Team → Invite Members. Enter the email address, select a role, and optionally assign them to a department. An invitation email is sent immediately.
Roles available
Admin: full access to all settings, billing, and data. Agent: can view and respond to assigned conversations. Viewer: read-only access with PII masking applied automatically.
Departments
Create departments (e.g. Sales, Support, Billing) and assign agents to them. Conversation routing rules use department membership to auto-assign inbound chats.