Account, team & billing
Workspaces, members, preferences, plans and credits.
5 step-by-step guidesSwitch workspaces and find missing data
Make sure you are working in the organisation that owns the agent and conversations.
Invite teammates and manage access
Give colleagues the workspace access they need and review it when roles change.
Manage your plan, invoices and payment method
Use the billing controls for the selected workspace and review the live confirmation before paying.
Change your personal dashboard preferences
Keep personal language and profile choices separate from customer-facing agent settings.
Change your staff display name and avatar
Choose how you appear to colleagues and visitors when you take over a conversation.