Workspaces and Teams
A workspace is the business space where agents, numbers, knowledge, History, settings, and billing live.
Team settings control who can access and manage that workspace.
Why it matters for your business
- Save money: avoid costly mistakes by giving people the right access.
- Work faster: invite team members into the same workspace instead of sharing accounts.
- Standardize service: keep operations under one controlled workspace.
- Delight every Guest: a coordinated team sees the same context and service rules.
Common team actions
Use Team to:
- invite members,
- review existing members,
- resend invitations,
- remove members,
- leave a workspace when appropriate,
- manage access according to role.
Best practices
- Use individual accounts, not shared logins.
- Give billing access only to people responsible for payment.
- Review members when staff changes.
- Keep prompt and settings edits limited to trusted operators.