Your team, your roles, your accountability
Invite teammates with the right permissions, assign conversations and tasks, see real-time who's online. Every action recorded in an append-only audit log — and unlimited seats on every paid plan.
Why teams pick it
Granular role-based permissions
Pick from preset roles (Owner, Admin, Agent, Viewer) or build custom ones. Lock down billing, settings, and integrations to admins; give agents only what they need.
Tasks attached to conversations or deals
Create a task ('call back Maria tomorrow'), assign it to anyone, attach it to the customer thread. Due dates, reminders, mark-as-done — nothing slips.
Online presence + workload view
See who's online right now, how many open threads each agent is handling, who's underutilised. Manager view shows the whole team queue at a glance.
How merchants use it
Agencies
Each client brand has its own team — separate inboxes, separate permissions, one bill. The agency owner sees everything; each client only sees their brand.
Restaurants & retail
Front-of-house, kitchen, manager — different roles see different things. Manager dashboards aggregate across locations without exposing per-location operational chatter.
Service businesses
Stylist, receptionist, owner — each has tasks tied to clients. Owner sees who's handling what without micromanaging individual replies.
Works with
Preset + custom roles, 60+ granular permissions, audit log export to CSV, in-app + email notifications, task reminders, presence indicators, single sign-on (Google / Microsoft) on Pro+
Frequently asked
How many team members can I have?▾
Unlimited on every paid plan — we charge per organisation, not per seat. Add anyone you want within your plan's other limits, no extra charge.
Can I create custom roles?▾
Yes — Pro plan and above. Pick from 60+ granular permissions; save the combination as a reusable role; assign to any teammate.
What happens when someone leaves the team?▾
Remove them from the workspace; their assigned conversations and open tasks get re-queued. Their action history stays in the audit log for compliance.
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