Team, assignments and alerts

Invite your team

Open Team in the dashboard and invite someone's email — or ask your assistant: "invite priya@yourcompany.com as a member." We email them the invite. They sign up (or sign in) with that email and land in your workspace. Links work for 14 days; creating a new one for the same email replaces the old one.

Teams are part of every paid plan, with seats included — 2 on Starter, 5 on Pro, unlimited on Scale — and no per-seat charges. During the free trial the Team page shows how it works; pick a plan (your trial days carry over) to start inviting. Pending invites hold a seat until they're used or cancelled.

Invites are emailed automatically from "your name via SendFromChat", and replying reaches you. The link is also shown once so you can send it on WhatsApp too. Resend invite sends a fresh one.

If the plan ends, teammates are paused — they can sign in but see that the workspace's plan isn't active — and everything comes back when a plan is picked again. Nothing is deleted.

An account belongs to one workspace. If the invited person already signed up and has their own workspace with numbers, contacts or messages in it, invite a different email for them.

Owners, members and what they can see

Owners can do everything, including managing the team. Members always get the inbox — read, reply, assign and notes — plus whatever an owner ticks for them under Team → Edit access (or when inviting). Start from a preset and adjust:

Preset	Adds to the inbox
Inbox only	Nothing — just answering chats
Support	Contacts, metrics, phone numbers
Marketing	Contacts, templates, bulk sends, automations, metrics, phone numbers
Admin	Everything except billing and the team

The areas you can tick one by one: contacts & lists, templates, bulk sends, automations (auto-replies, chatbot flows, drip sequences), metrics, WhatsApp numbers & business profile, developers & assistants (API keys, webhooks), billing, and can see phone numbers — without it, customers' numbers show partly hidden (+44 77•• ••• 418). Contacts always comes with phone numbers.

Anything a member can't use disappears from their dashboard, and their assistant refuses it too. Only owners can invite, remove, change roles or change access, so nobody can give themselves more. Members who had access before this existed keep the standard set: contacts, templates, automations, metrics and phone numbers. From chat: "give Priya the Support preset".

Give teammates their own numbers

An owner picks which WhatsApp numbers a member works — when inviting them (tick numbers under the email; they apply the moment the person joins), or later from the numbers button next to their name on Team. That member then:

• sees only chats on those numbers (plus any chat assigned to them),
• sees only those numbers' templates and metrics,
• can reply and start chats only from those numbers — in the dashboard and through their assistant.

New chats are handed out automatically: when someone writes to a number that has people, the chat is assigned to one of them, taking turns. They get an alert if they turned on "a chat is assigned to me". Members with no numbers ticked see every number, and owners always see everything. From chat: "give Priya the +44 number."

Assign chats

In the inbox, pick who's handling a chat from Assigned to at the top of the conversation. The list filters to All, Mine or Unassigned. From chat: "assign the chat with Ana to me" or "show my unassigned chats."

Private notes

Add a private note under a conversation to leave context for the team — "refund approved, courier Friday." Notes appear in the timeline in yellow and are never sent to the customer. Your assistant sees them too when it reads a conversation.

WhatsApp alerts on your phone

Each person can get a WhatsApp message — on up to five numbers of their choosing, such as their own phone and a shop phone — when:

• someone asks for a person (a chatbot flow hands over),
• a new customer writes for the first time,
• a chat is assigned to you,
• a bulk send finishes (with how many failed).

Set your number and choose events under Notifications (in the menu under your workspace name, top left), then Send a test alert. Or ask your assistant: "send me WhatsApp alerts on +44 7700 900418 when someone asks for a person."

Alerts come from your business number as a short utility template (sendfromchat_team_alert) that's created and submitted to Meta automatically the first time someone turns alerts on — approval usually takes minutes. Meta charges its utility rate per alert, per number (for example $0.0034 in the US, $0.022 in the UK); alerts aren't stored in the inbox and don't count against your plan. If a chat is assigned, only the assignee is alerted about it.