People in your account: Admin and Agent

The two roles

• Admin: the person who bought the workspace. There is one. Full access to chatbots, settings, billing, the audit log, and inviting, removing and switching off Agents. Only the Admin makes or deletes a chatbot.
• Agent: someone the Admin invites. Reads and answers conversations, takes them over, assigns, tags, stars and resolves them. Cannot change any setting, see billing, or invite anyone.

Invite an Agent

1. Open Members in the menu (or Settings, Team).
2. Type their email address and press Send invite.
3. They get an email with a link that works once for 7 days. They choose a password and join as an Agent.

• If email is not set up, Repli shows the link so you can copy it and send it yourself.
• Under Pending invitations you can send the link again (the old link stops working) or delete it.
• The person cannot join when your plan's team size is full.

Remove or leave

The Admin presses Remove next to an Agent and confirms. They lose access straight away. An Agent can press Leave next to their own name. The Admin cannot leave: delete the account instead.

What an Agent sees

Inside a chatbot: the Dashboard (conversation numbers only) and Conversations. In the main menu: Chatbots, Requests, Members and Settings (their own sign-in).