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Invite your team

Go to Settings → Team.

  1. Click Invite, enter the person's email and choose a role.
  2. They receive an email and sign in with their own password.
  3. Optionally put them in a team (Sales, Support…) and tag them with departments. Routing rules and the AI's handover use these.

Roles are explained in Members and roles.

Presence​

The top bar shows who else is online. When two people open the same chat, each sees that the other is viewing it.