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Adding users allows your team members to access Typewise, handle customer conversations, and manage configurations according to their role. You can assign roles, channels, and teams right from the user creation window.

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Instructions

  1. Go to the Settings section and click “Add User”.
  2. In the Email addresses field, enter one or multiple email addresses.
  3. Select the user’s role:
    • Agent - Can message customers and review AI tickets.
    • Admin - Full access to manage users overall company configuration.
  4. Choose Channels the user will handle:
    • Chat and/or Email.
  5. Assign the user to a Team:
    • Select an existing team from the dropdown, or leave as None if not yet assigned.
  6. Send Invite Email:
    • Check the box “Send invite email” if you want Typewise to email the invitation.
  7. Click “Invite Users”.

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Tips

  • Always double-check role permissions before sending the invite.
  • You can edit user roles and channels anytime later in User Settings.
Invite User Interface