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Inviting Users

Invite specific people to access your chatbot via email.

Send Invitations​

  1. Open your chatbot
  2. Go to "Users"
  3. Click "Invite User"
  4. Enter their email address
  5. Choose user type (Admin or Regular)
  6. Click "Send Invitation"

User Types​

TypeCapabilities
AdminCan manage other users, view analytics
RegularCan only use the chatbot

Bulk Invitations​

Invite multiple users at once:

  1. Click "Invite Users"
  2. Click "Bulk Invite"
  3. Enter emails (one per line or comma-separated)
  4. Select user type
  5. Click "Send All"

Invitation Email​

Invitees receive an email with:

  • Chatbot name and description
  • Link to access the chatbot
  • Instructions to create account (if needed)

Invitation Status​

StatusDescription
PendingInvitation sent, not yet accepted
ActiveUser has logged in
ExpiredInvitation expired (resend available)

Managing Invitations​

View Pending Invitations​

  1. Go to "Users"
  2. Click "Pending" tab
  3. See all outstanding invitations

Resend Invitation​

  1. Find the pending invitation
  2. Click "Resend"

Cancel Invitation​

  1. Find the pending invitation
  2. Click "Cancel"

Invitation Expiration​

  • Invitations expire after 14 days
  • Users can request new invitation
  • You can resend anytime

What Happens When Invited​

  1. User receives email invitation
  2. Clicks link to access chatbot
  3. Creates account or logs in
  4. Access is automatically granted

Pre-approved Domains​

Allow anyone from specific domains:

  1. Go to "Settings" > "Users"
  2. Add domains to allowed list
  3. Anyone with that email domain can access

Example:

@yourcompany.com
@partner.example.com

Via the Management API​

Invite a deployed user programmatically:

POST /api/v1/chatbots/{chatbotId}/users

Required scope: security:write (admin-level chatbot access)

Request body

FieldTypeRequiredDescription
emailstringYesEmail address to invite.
displayNamestringNoOptional display name for the user.
rolestringNouser (default) or admin.

The invited user receives a verification email. See Managing Users via the API for the full response schema.