Settings
Your team and how the workspace works.
Team
Invite people, roles and teams
- Invite your team and choose rolesInvite people by email, pick the right role for each, change roles, remove people and hand the workspace to a new owner.
- Choose which numbers each person works onGive agents and self admins the WhatsApp numbers, Instagram accounts and Facebook pages they handle, and nothing else.
- Group people into teamsMake teams such as Sales or Support, so a chat can go to a whole group and the inbox can be filtered by team.
- Check who has signed inSee every sign-in to your workspace over the last 7 days, from which device, and whether it is still active.
Workspace
Tags, fields and quick replies
- TagsCreate colour-coded tags such as VIP or Wholesale to sort your contacts, and delete the ones you no longer use.
- Custom fieldsAdd your own fields to every contact, such as City, Budget or Order date, to filter contacts and fill in template messages.
- Quick repliesSave the answers your team gives again and again, with files and the customer's name filled in, and send them by typing a slash.
- Workspace rulesYour plan and storage, the workspace currency, deleting conversations, hiding customers' phone numbers and who can manage webhooks.