Team members - invite and manage

In this guide, you will learn how to invite, accept, and manage team members in CallFluent AI. By following these simple steps, you can efficiently collaborate with your team within the CallFluent Workspace.

Steps to Manage Team Members in CallFluent AI

Inviting a New Team Member

1. Access CallFluent Workspace

   • Go to your CallFluent Workspace by selecting the desired Workspace.

2. Navigate to Team Members Settings

   • Click on the Settings tab on the left side of the screen.
   • Find the section for Team Members.

3. Invite a New Team Member

   • Click the Invite User button.
     
     
     
   • Enter the new team member's email and click Send.
     
     
     
   • The status will show as Pending until the user accepts the invitation.
   • Once the user accepts the invitation, the status will change to Active.
     
     
     

Good to know: The invited user will have Guest role

Accepting a Team Member Invitation

1. Check Your Email

   • Look for an email with the invitation to join CallFluent.

2. Accept the Invitation

   • Click on the registration link in the email.
   • On the registration page, choose a username and password.
   • You will then be able to successfully log in to the CallFluent Workspace.

Managing Team Members - Deleting a Team Member

1. Navigate to Team Members Settings

   • Click on the Settings tab on the left side of the screen.
   • Find the section for Team Members.

2. Delete a Team Member

   • Find the team member you want to delete.
   • Press the Delete icon available in the Actions column.
     

That's it! Now you know how to invite, accept, and manage team members in CallFluent AI.

Good to know: Active team members can use all the agent configuration, actions and settings available in your CallFluent workspace. They can create and delete inbound & outbound AI Agents.