Invite your team

A shared workspace means everyone works from the same agents, chat history, and templates, so nobody’s copying and pasting between accounts.

Send invites

1. Open Settings → Members.
2. Enter your teammates’ email addresses, one per line.
3. Choose a role: Member for most people, Admin for those who manage billing and integrations.
4. Send. They’ll get an email with a join link.

Roles at a glance

• Admin: manage members, billing, and workspace-wide integrations.
• Member: full access to chat, agents, and templates.