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Members can be assigned one or more roles, each having different permissions. Here are the available roles and their permissions:
  1. Admin: Full access to all settings and features, including inviting members, creating chatbots and API keys, and managing billing.
  • 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
  1. Editor: Can access and modify the builder, knowledge base, and widget appearance. Can also create chatbots and view usage.
  • 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
  1. Analyst: Can access chatbot analytics, conversations, and leads.
  • View chatbots
  • View analytics
  • View, update, and delete conversations
  • View, update, export, and delete leads
  • View, download, and delete exports
  • View billing
  • View usage
  1. Billing: Can update account billing and view usage.
  • View and update billing settings
  • View usage
  • View invoices
  1. Viewer: Can view the builder and test chatbots, but doesn’t have the ability to modify.
  • View and test chatbots
  • View chatbot flow in the Builder
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