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Brief description

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Overview

The Invite Team Members feature allows you to easily add new users to your Chatzy AI account and assign them specific roles with defined permissions.

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Steps to Invite Team Members

  • Go to the Invite Team Members section in the bottom left corner of the sidebar.
  • Click the Invite button.
  • Enter the email address of the person you want to invite.
  • Assign a role to them before sending the invitation.

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Roles in Chatzy AI

In Chatzy AI, you can assign one of the following roles:
  • Super Admin – Automatically assigned to the account owner. Full access to all features and cannot be removed.
  • Admin – Full access to all areas except removing the Super Admin.
  • Editor – Can manage most areas of the platform but cannot perform sensitive actions like managing the team, billing, disconnecting channels (WhatsApp, Instagram, Messenger), or accessing advanced chatbot settings.
  • Viewer – Can view dashboards, reports, campaign performance, and contacts but cannot change settings or access sensitive features.
  • Agent – Can reply to customers from the Conversations tab but cannot access other areas of the platform.
  • Viewer Agent – Can both reply to conversations and view dashboards, campaign performance, and journey runs.

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Invitation Status

Once an invitation is sent, you can track its status:
  • Pending – The invite hasn’t been acted on yet.
  • Accepted – The user has joined the team.
  • Rejected – The invite was declined.
Invitations expire after 24 hours if not accepted. You can also resend invitations if needed.

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After Sending the Invite

  • The invited user will receive an email invitation.
  • If the invitee does not yet have a Chatzy AI account, they can create one using the same email address, or simply click the invitation link.
  • After clicking the link, they will be redirected to the Chatzy AI app > Invitations tab, where they can accept or reject the invite.
  • Once accepted, their status will change to Active in your My Team Members list.

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Managing Your Invitations

  • If someone else invites you to their team, you’ll also find the invitation under the Invitations section in your account.
  • You can choose to accept or reject it.
  • On accepting, the team will appear under Teams I Am Part Of in your account.