Team members & collaboration
Organize staff who work in the inbox, review leads and manage the AI workspace.
Roles
Give team members only the access they need. Administrators manage configuration, while support or sales agents can focus on conversations and leads.
Assignment
Assign high-value or specialist conversations to a specific team member. Use priority and internal notes so handoffs have context.
Security
Remove access promptly when a team member leaves and review the Audit Log after sensitive configuration changes.