The three roles
- Agent: answers and takes over chats, and sees leads.
- Admin: everything an Agent can do, plus editing knowledge, flows and appearance, and managing integrations and the database connection.
- Owner: everything, plus billing and the team. The owner is usually the person who signed up, and only the owner can close the account.
Change someone’s role
Open Team and press Make Admin or Make Agent next to the person. To change several people at once, tick them and use the bar at the bottom.
When someone leaves
Deactivate them on the Team page. They can’t sign in any more, but their past replies stay in your chats. You can reactivate them later.