Team: adding people to the dashboard
Your employees and co-workers can reply in the chat. Each person has their own sign-in, and you decide what they see.
How many people your plan includes
You count too. In Team and hours → Agents you see taken and free seats. When all are taken, the dashboard suggests a higher plan.
- Start - 1 person (you).
- Pro - 3 people.
- Max - 10 people.
How to add a person
- Go to Team and hours → Agents, section Add agent.
- Enter their full name and email (their login).
- Optionally add a photo - customers see it in the chat when this person replies.
- Under Permissions choose a role (below).
- Click Add and send invitation. The person gets an email with a link to the dashboard - no password. After that they sign in with an email link or via Google.
Agent or admin
You can change the role later in the people table (not your own). Remove takes away the person's access to the dashboard - conversation history stays.
- Agent - replies in the chat. Sees Overview and Chat - all company traffic, not just their own.
- Admin - everything an agent can do, plus all settings: chat appearance, knowledge, team, plan and billing, integrations.
Who on the team gets a conversation
In Chat and channels → Who replies you set how conversations reach your team, e.g. everyone at once (whoever replies first leads it) or in turns (conversations are shared evenly among people at the dashboard). Each conversation has one person leading it - others see who, and can take it over if needed.
Business hours
In Team and hours → Business hours you set when you're available. Hours control the after-hours greeting and the "after hours" modes in which the AI replies - taking over conversations.
Didn't find the answer?
Have an account? Write to us in the dashboard, under Help & support. You can also email hello (at) chatrina.com.