Team Collaboration

Watsy allows you to invite your colleagues to your workspace so they can help manage AI agents, handle conversations, and configure settings.

Step 1: Access Team Settings

1. Log in to Watsy.
2. Navigate to Team in the sidebar.
3. Here you can see all current members and their roles.

Step 2: Invite a New Member

1. Click the Add Member button (top right).
2. Enter their Full Name and Email Address.
3. Select a Role (Agent or Admin).
4. (Optional) Custom Permissions: You can check or uncheck specific permissions (like "Manage Billing" or "Edit Agents") for granular control.
5. Click Add Member.

Step 3: Getting Started

Once added:

• Watsy will automatically generate a temporary password for them.
• Copy these credentials and share them securely with your team member.
• They can use these to log in immediately.

Step 4: Understanding Roles

• Owner: The creator of the workspace. Has full access to everything, including deleting the workspace.
• Admin: Can manage agents, knowledge bases, and team members. Best for managers.
• Agent: Typically used for support staff. Can view conversations and reply manually, but has limited access to settings.

Step 5: Plan Limits

• Your subscription plan determines how many team members you can add.
• The top of the Team page shows your current usage (e.g., "2/5 members").
• If you reach the limit, you will need to upgrade your plan to invite more people.

Conclusion

Collaborating with your team ensures that your customers always get a quick response, whether it's from your AI agent or a human colleague.