Invite Your Team

Add team members to your workspace so they can handle live conversations, build workflows, and manage campaigns.

Invite a Member

1. In the sidebar, go to Settings
2. Click Members in the settings menu
3. Click the Invite button
4. Enter the team member’s email address
5. Assign them a role that determines what they can access
6. Click Send Invitation

The invited person will receive an email with a link to join your workspace.

Roles

Roles control what each team member can see and do. Your workspace comes with default roles, and you can create custom roles if needed.

Common permissions include:

Manage Pending Invitations

To see invitations that haven’t been accepted yet:

1. Go to Settings > Members
2. Switch to the Pending tab
3. You can resend or cancel pending invitations from here

What Invited Members See

When a team member clicks their invitation link:

1. They’ll be taken to the accept invitation page
2. If they don’t have an account, they’ll create one
3. Once accepted, they’ll land in your shared workspace with their assigned role

What’s Next?

With your team in place, you’re ready to use Aeternitychat at full capacity:

• Set up routing rules to automatically assign conversations to team members
• Configure shifts to manage agent availability
• Explore the Dashboard to monitor your team’s activity