Add the people who work with you, so they can handle customers alongside your agent.
Your Inbox shows every conversation your agent is having, as it happens. Each one leaves a task when it ends: an appointment booked, an order placed, or something only a person can sort out. Everyone you add sees the same Inbox and works the same tasks.
Open Settings › Members
Who’s on the list
Everyone who works on your customers, including your agent. Your agent holds the Support agent role, the same one you’d give a person who answers messages.
Two people can share a name and hold different roles, so the Role column is what tells them apart.
Invite someone
- Choose Invite people Enter their work email. They’ll get an invitation from you.
- Give them a role The role decides what they can see and do.
- Check it took They show as Active once they’ve accepted.
Roles
Choose View roles to see what each one can do before you assign it.
Owners and business admins can invite people and set their roles. Everyone else works your customers, not your workspace.
Taking someone off
Remove them here and they lose access straight away. The conversations they handled and the tasks they closed stay on the customer’s record, because that record is the customer’s history, not theirs. Last modified on August 25, 2026
