Quickstart: Invite team

Invite your team so that multiple agents can handle conversations simultaneously.

Invite team members

1. Go to Settings → Team
2. Click on "Invite member"
3. Enter the email address
4. Select a role:

5. Click "Send invitation"
6. The member receives an email with an invitation link

Seat types

Each member has a seat type:

• Full Seat: Full access according to role (send messages, assign conversations, etc.)
• Lite Seat: Read-only access — can view conversations and data but cannot respond or make changes. Ideal for managers, stakeholders, or QA.

Change seat type: Team → Member → "Change seat type"

Availability status

Each agent can set their status:

• Online: Available for new conversations, considered for auto-assignment
• Busy: Available but not automatically assigned
• Offline: Not available

The status is displayed in the widget — visitors see if an agent is online.

Routing strategy

Under Settings → Tenant, you can configure the assignment strategy:

• Manual: Conversations remain in "Open" until an agent manually takes them
• Round Robin: Automatic distribution to available agents in rotation
• Least Busy: Assignment to the agent with the fewest open conversations

Departments

For larger teams, you can create departments:

1. Settings → Departments → "Create department"
2. Assign a name (e.g., "Support", "Sales", "Technical")
3. Assign members
4. Conversations can be assigned to departments instead of individual agents

Next steps

• Roles & permissions in detail
• Understand Lite Seats
• Set up departments