Run the team · Team Roles & Routing
Grow the team without losing control.
Roles, permissions, routing rules and access switches, so every teammate sees exactly what they should and chats reach the right person.
Without it
Everyone sees everything, or nobody can find anything, and exports walk out the door.
With Team Roles & Routing
- Right chat, right person
- Customer data protected
- Onboard new staff in minutes
How it works
Team Roles & Routing, in three moves.
01
Roles that fit
Compose permissions per module and per action.
02
Route automatically
Send chats to teams or people by rules you set.
03
Stay in control
Switch access off instantly, and gate data exports.
Connected to
It doesn’t work alone. It hands off to these.
Every module shares the same contacts, conversations and AI Employee, so each step flows into the next.
Ready to let your business answer every customer?
No monthly rental. No yearly rental. Pay only for what you use.