Help Center / Agents & Team
Agents & Team
Invite teammates, assign roles, and manage access.
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Getting Started
Fast onboarding, first login, and launching your first site.
Installing the Widget
Embed, test, and verify the customer-facing widget.
Sites & Domains
Manage sites, domains, and allowed widget origins.
Inbox & Conversations
Handle live chats, offline messages, assignments, and follow-up.
Agents & Team
Invite teammates, assign roles, and manage access.
Departments
Route conversations to Sales, Support, Billing, and more.
Business Hours & Availability
Control when chat is live and what visitors see after hours.
Billing & Plans
Upgrade, review subscriptions, and understand plan limits.
Smart Chat / AI Advice
Configure governed AI assistance and grounded suggestions.
Security & Login
Passwordless sign-in, sessions, and access control.
Email Templates
Edit transactional emails, previews, and test sends.
Troubleshooting
Diagnose widget, domain, mail, and runtime issues quickly.