Help Center › Team & Inbox
Add team members and agents
Several people can answer chats from the same WhatsApp number.
Steps
- Go to Team → Agent Login.
- Add a team member with their name and email and choose their role.
- Share the login details; the agent signs in and sees the Inbox.
Your plan sets how many team members you can add — see Explore Plans to compare.
Working as a team
- Assign conversations to the right person from the Inbox
- Leave internal notes that customers never see
- Track response times and resolution in Team → Team & Performance
- Turn on browser alerts in Team → Web Notification so agents don’t miss new chats
Removing a team member
When someone leaves, remove their access from Team → Agent Login straight away. Their past conversations, notes and assignments stay in the account, so nothing is lost when you reassign the chats to someone else.