Team Collaboration

    Give each teammate the access their work requires

    Invite colleagues to the company workspace and control access with roles and module-level permissions.

    Email invitations

    Invite a teammate and manage pending, accepted, revoked, or expired invitations.

    Clear workspace roles

    Assign admin, member, or viewer access based on responsibility.

    Module permissions

    Control access to teams, bots, conversations, analytics, knowledge, and billing.

    How it fits into your workflow

    1Invite a teammate by email
    2Select the appropriate workspace role
    3Choose module permissions
    4Review access after acceptance
    5Update or deactivate access when responsibilities change

    Ready to put it to work?

    Start with a free assistant or review the complete setup flow first.