Team access
You can give your team mates or colleagues access to your AI agent's insights or to add content so they can take action on them and continue to improve your product.
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You can give your team mates or colleagues access to your AI agent's insights or to add content so they can take action on them and continue to improve your product.
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Seats on the Pro plan are unlimited.
You may want other people in your business to see what is being asked by your customers or visitors. Luckily you can invite them to your Insights dashboard so they can see everything, each team member you invite is classed as a "seat".
When you invite a team member, they will always be able to see and act on anything on your insights page and test your AI support agent.
They will also be included in emails sent to users when a topic hits 3 conversations.
Then, you can choose whether you want to:
Limit their access to this so they will not be able to see any of the AI agent setup screens, customization or add additional team members themselves OR
You can give them access to all of the above, only preventing them from accessing "Account settings".
You can set them as an "Admin" which will mean they have access to all features "Account settings" and be able to invite other team members to the account.
This is done by using the "Insights only" and "Admin" toggles in the Account Settings.
To invite a team member to your My AskAI account (ensure you are already on a paid plan):
Add your team members' email addresses and click Add
Choose whether you want to give them full access or "Insights only" access and whether or not you want that person to be an "Admin" (i.e. able to set roles and invite other users).
Once added click "Copy invite info" and paste it into an email/message to send to the user (we do this so they aren't getting a random email from us that they ignore!)
When they receive the email/message and click the associated link, they will be able to sign in and create an account to access the Dashboard.
Invited team members cannot signup with Google sign in, they must use magic-link logins
The price will depend on your plan, see the table below, note that prices are monthly, even if you are on an Annual plan:
Essentials
$25/month per seat
Pro
Unlimited seats
Enterprise
Unlimited seats
Yes, you can share a link to the AI agent with your team, just go to your Dashboard > Channels then copy the link to the share page you see and share it with your team or colleagues.
Do I need team seats for all members of my team?
You do not need to have team seats for all members of your team, only the people you want to add or update knowledge or the people you want to view insights.
You do not need to match the team seats you have in other platforms like Intercom, Zendesk or HubSpot.
Go to Account settings within your
