For the complete documentation index, see llms.txt. This page is also available as Markdown.

Teams

A team can be defined for each workspace

You can create a team from the users in your business for each workspace. Only these users have access to that workspace, ie can view and respond to messages etc.

The team can be defined for a workspace by ticking the box against each user's name under the Team button:

Select team members for a workspace

The team can be selected only by admins, however agents are able to view all team members.

A user can be a member of multiple teams and workspaces. A team can also comprise of an agent. Once an agent is created in that workspace, and it is activated via agent configuration, it acts as a user and will then take over response to customer queries.

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