Setup guide
Owners, admins, agents, and viewers — who can do what.
Owner/Admin: full access. Agent: assigned leads + conversations. Viewer: read-only.
They register or log in and join your workspace.
| Role | Can do |
|---|---|
| Owner | Everything including billing and team |
| Admin | Manage widgets, bots, leads, settings |
| Agent | Reply to conversations, manage assigned leads |
| Viewer | View only — no edits |