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Docs/Team

Invite teammates

Owner, admin, and member roles, seats, and invites.

The person who created the account is the owner and always occupies a seat. They cannot be removed or demoted from Team.

On plans with extra seats (Business on current pricing), Team lets an owner or admin enter an email, choose Admin or Member, and send an invite. Pending invites show an expiry and can be Revoked. Accepted members can have their role changed or be Removed.

  • Admin — connect websites, customize the chatbot, manage knowledge and crawls, invite or remove other admins/members (not the owner).
  • Member — view the dashboard and conversations, and flag threads that need a better answer.

Billing, profile, data download, and account deletion stay with the owner.

The invitee must sign in with the same verified email the invite was sent to, then open the invite link (or Team accept screen) to join.

Seat math: owner + active members + pending invites cannot exceed the plan’s team seat limit. If inviting is blocked, the page says the current plan includes the owner only — upgrade on Billing.

On Starter and Pro, the Team page explains that inviting teammates is not included.