Anyone with the Admin or Manager role can invite a teammate. The invitation is an email; the seat is only billed once it is accepted.

Send the invitation

  1. Open Settings → Team.
  2. Select Invite agent.
  3. Enter their work email address.
  4. Choose a role — see the table below if you are unsure.
  5. Optionally assign a number and a team, which you can also change later.
  6. Select Send invitation.

Choosing a role

  • Agent — makes and receives calls, sees their own conversations only.
  • Manager — everything an agent can do, plus their team's recordings, transcripts and reports.
  • Admin — full access, including billing, numbers and the AI agent's approved playbooks.

What the new agent does

  1. They open the invitation email and select Accept invitation.
  2. They set a password and confirm their name.
  3. They install the desktop or mobile app, or use the web dialler.
  4. They make a test call to confirm audio works both ways.