Team

Roles

What owners, supervisors and agents can see and do.

Everyone in Chatwig has one role: Owner, Supervisor or Agent. The role decides which chats a person sees and which pages they can open.

Your name (bottom of the sidebar) → Role

OwnerSupervisorAgent
Signs in withEmailUsernameUsername
Works inEvery inboxInboxes they're assigned toInboxes they're assigned to
ChatsAllAll, in their inboxesAI chats, the queue and their own
Chat, ContactsYesYesYes
Analytics, InboxesYesYesNo
Inbox settingsYesTheir inboxesNo
TeamAdds supervisors and agentsAdds agentsNo
GroupsCreates and links themSees linked onesNo
Create or delete inboxesYesNoNo
Subscription, SLA targetsYesNoNo
  1. To see your own role, click your name at the bottom of the sidebar. The menu shows your Role and your Inboxes.
  2. To change someone's role, open Team, click Edit on their row, pick a Role and click Save.

Good to know

  • Each organization has one owner. Supervisors and agents get their login from the owner or a supervisor: see Add people to your team.
  • Only the owner can change a role. Supervisors only create agents.
  • A supervisor manages an agent only when that agent works nowhere but in the supervisor's inboxes.
  • An agent sees a chat when nobody has it yet (the AI agent's chats and the queue), or when it's theirs. Once a teammate takes a chat, it leaves other agents' lists.
  • Which inboxes a person works in is set on the Team page, or by groups.

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