Invite your team

Add agents

Settings → Agents → Add Agent and choose a role:

• Administrator — full settings, billing, channels and AI configuration
• Agent — conversations and customers only

Assign inboxes

Open a channel and use Collaborators so only the right people see it. Agents that are not added cannot see the inbox.

Location-restricted agents

With multiple locations you can set an agent's location, which limits them to that location's conversations.

Administrators are not restricted by location — add yourself to every inbox so you keep access.