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Team Members
Roles & Permissions
Documentation
API Reference
Getting started
Chatbot Builder
Overview
Canvas
Sidebar
Block Editor
Blocks
Block Options
Variables
Test your chatbot
Save your work
Publish your chatbot
Chatbot
Duplicate
Visibility
Operating hours
Satisfaction survey
Share
Custom domain
Delete
Chatbot Widget
Installation
Widget SDK
Pass custom data to the widget
Customization
Language
Add footer text (disclaimer, privacy notice, etc.)
Whitelist domains
Rate limit
Download transcripts
Knowledge Base
What is the Knowledge Base?
Types of data sources
Add data source
Exclude webpage sections
Re-sync data sources
Auto-sync data sources
Delete data sources
Contacts
Overview
Save contacts from chatbot conversations
Identify users across multiple chats
WhatsApp
Overview
Create chatbot
Connect WhatsApp account
Display name approval
Change language
Customize profile
Disconnect account
Reconnect account
Intents
Introduction
Manage intents
Using intents
AI
Supported AI models
Instructions
Setting the AI model
Displaying sources
Fixing incorrect AI answers
Team Members
Overview
Roles
Invite
Remove
FAQ
How to hide the chatbot on specific pages
What are AI credits?
How many AI credits are consumed by each model?
How to reset the chat on page load?
Got other questions?
Team Members
Roles & Permissions
Learn how to invite team members to your project and assign them different roles.
Members can be assigned one or more roles, each having different permissions.
Here are the available roles and their permissions:
Admin
: Full access to all settings and features, including inviting members, creating chatbots and API keys, and managing billing.
Permissions
Create, update, and delete projects
Create, view, test, and delete chatbots
View analytics
View and update chatbot settings
View, update, and publish chatbots in the Builder
View, update, and delete conversations
View, update, export, and delete leads
View and update appearance settings
View and update knowledge base
View, create, update, and delete members
Share chatbots
View, create, and delete API keys
View and update billing settings
View usage
View invoices
View, download, and delete exports
Editor
: Can access and modify the builder, knowledge base, and widget appearance. Can also create chatbots and view usage.
Permissions
Create, view, and test chatbots
View and update chatbot settings
View, update, and publish chatbots in the Builder
View and update appearance settings
View and update knowledge base
Share chatbots
View billing
View usage
Analyst
: Can access chatbot analytics, conversations, and leads.
Permissions
View chatbots
View analytics
View, update, and delete conversations
View, update, export, and delete leads
View, download, and delete exports
View billing
View usage
Billing
: Can update account billing and view usage.
Permissions
View and update billing settings
View usage
View invoices
Viewer
: Can view the builder and test chatbots, but doesn’t have the ability to modify.
Permissions
View and test chatbots
View chatbot flow in the Builder
Overview
Invite
Assistant
Responses are generated using AI and may contain mistakes.