Invite someone
- Open Team and press Invite someone.
- Add their first name, last name and email.
- Choose a temporary password of at least 8 characters, and send it to them separately, for example by text.
- Press Send invite. They sign in with the temporary password and choose their own.
Their first name is what visitors see when they reply in a chat. Your plan sets how many team members you can have: Starter includes 2, Business 5 and Pro is unlimited.
Choose their role
Each person is an Agent, who can answer and take over chats and see leads, or an Admin, who can also edit knowledge, flows and appearance and manage integrations. Change it any time with Make Admin or Make Agent on the Team page. See Team roles and permissions.
Set your opening hours
Open Appearance, then Team and hours, and switch on Use opening hours. Choose the days you’re open, your opening and closing times and your time zone. Outside these hours Chati takes the visitor’s details instead of handing over, and your team is told about the new lead. See Set your team’s opening hours.