How To Invite and Manage Leadoo AI Team Members

It’s easy to add new members of your team on Leadoo AI. You can also allocate different roles to them depending on their responsibilities!

This way, you have complete flexibility to decide who gets to respond to live chats and who should focus on tasks such as Chatbot development or monitoring reports.

Read this article to find out more about different user types and how to create custom roles.

How To Add Teammates To Leadoo AI?

1) Open the “Team” page from the Leadoo Admin panel

2) Click the “Invite Member” button

3) Add the new user’s email address. Define both their role and if the user is going to be a Livechat agent, make sure you select which category they should have access to.

4) Manage your members from the team view by seeing who is online and which categories and roles each member belongs to.