Three ways to work as a team
| Model | Best for | Needs |
|---|---|---|
| Sharing | A small team where one person owns the number and colleagues help answer and work leads. | Colleagues with their own accounts |
| Sub-accounts | One paying owner with several agents, each with a full login. | Master account add-on |
| Company | A larger organisation with shared quick replies, flows and a HOT Assistant, members and admins. | Nothing extra |
They combine: sub-accounts can also be company members, and anyone can share their inbox.
Sharing your inbox and leads
- Inbox: Chat Inbox → account avatar → Accounts → Authorized Users → Add User. Choose the platforms (WhatsApp, WABA, Messenger, Instagram) and whether they see everything or only chats assigned to them. The number of people you can add depends on your plan (15 by default when sharing is included).
- Leads: Leads Table → More → Share Leads Source, tick view, export, assign, edit and delete as appropriate.
A colleague switches into your inbox under Inbox Account and into your leads with the source selector. In a shared inbox, deleting and clearing chats is hidden.
Sub-accounts under a master account
Open Sub Accounts. A Slots used bar shows active, pending and available seats. To add someone:
- The person signs up on the same site first.
- Invite them by email → confirm Invite Team Member.
- They accept from the notification bell or their profile page. The row changes from Pending to Active.
A person can belong to only one master account. The master can Sign in as a sub-account from the profile page, remove members, and export the list.
Companies
Open Company. Create Company, then use the row actions: Members (a table with role and status filters), Add member, and More to add admins. Member roles are owner, admin, manager, member and viewer; statuses are active, invited, suspended and removed. Switching company sets which company's quick replies, flows and HOT Assistant you see; the app confirms Switched to name.
Deleting a company
Removes all company data including members and associated flows. It cannot be undone.
Assignment
Leads and chats can each carry up to five assignees. Assign from the leads list selection bar, the chat's three-dot menu, automatically through a flow's Assignment settings (round robin), through Facebook subscription Rotation, or through the lead distribution pool. Assignees see their items under Assigned and Assigned to me, and get a Telegram note if connected.
Your profile settings
Click your name or avatar → Profile. Beyond the basics: Time Zone; Schedule Message RPM (1 to 6 scheduled messages per minute); Group Rapid Messages (combine a burst of customer messages into one AI reply, or answer each); Business Profile verification; Custom Title and Upload Logo with the white-label add-on; password and inbox password changes; and the workspace layout switch.
Admin tools
Platform operators (Super Admin) have an Administration group with a user list, subscription exemptions, promotion campaigns that grant free-trial days, referral management, site quotas and payouts. Resellers see Agency Commission and manage their customers' plans and feature switches from the reseller page. Blocking a user signs them out with Your account has been blocked. Please contact support.