Team Collaboration
Work together with your team to handle customer conversations.
Team Roles
- Owner - Full access, billing management
- Admin - Manage team, settings, all conversations
- Member - Handle assigned conversations
Inviting Team Members
- Go to Team
- Click Invite Member
- Enter email address
- Select role
- Send invitation
Conversation Assignment
Route conversations to the right person:
- Manual - Assign from conversation header
- Default assignee - Set in Settings > General
- Teams - Create teams for departments/topics