Roles and access

Who can sign in, what each role can do and which assistants they see.

Everyone signs in with their own email and password. Each account has a role, and either sees all bots or only the bots you give it.

The Users page

Role	Can do	Typical person
Admin	Everything in the agency, including users, billing, analytics and branding	Agency owner
Editor	Builds and runs bots: settings, knowledge, rules, questions, posts, Instagram, data requests. Sees AI costs	Account manager, bot builder
Agent	Reads everything, replies to customers, takes over chats, uses the playground	Support person, receptionist
Client	The business owner’s portal: their conversations, bookings, results and questions to answer. No set-up pages and no AI costs	The business owner or their staff
Viewer	Read only	Someone who only needs to look

Above the agencies there’s one platform owner, who creates agencies, sets their limits and looks after backups and monitoring. The owner doesn’t appear in an agency’s Users list. See Agencies and the platform owner.

Add a user

1. Open Users and click Add user (1)

   Enter their name and email, and choose the role.

2. Choose which bots they see

   Leave All bots on for your own team. For a client, switch it off and pick only their bot.

3. Send the invitation

   They get an email with a link to set their password. If email isn’t set up on your server, copy the link and send it yourself.

Give people the lowest role that does the job. A receptionist who only answers chats should be an Agent, not an Editor.

Signing in safely

Each person can turn on two-step sign-in with an authenticator app in Settings → Sign-in and security, and see and sign out the devices they’re signed in on.

Seeing all clients at once

All clients lists every bot you look after, with what needs attention first, its activity and its AI spend this month. Change several at once applies the same FAQ answer or setting to many bots in one go, and records it in each bot’s history.

All clients