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Chatbot Ownership Transfer

Transfer ownership of an individual chatbot to another user.

note

This page covers transferring individual chatbot ownership. For transferring team ownership, see Team Ownership Transfer.

Why Transfer Chatbot Ownership?​

  • Employee leaving the company
  • Reorganizing responsibilities
  • Moving chatbot to a different team
  • Changing billing arrangements

Transfer Requirements​

To transfer ownership, you must be:

  • The current chatbot owner
  • The transfer recipient must have an account

How to Transfer​

  1. Open the chatbot
  2. Go to "Settings" > "General"
  3. Click "Transfer Ownership"
  4. Enter the new owner's email
  5. Confirm the transfer
  6. New owner receives notification and accepts

Transfer Process​

  1. Initiate - Owner starts the transfer
  2. Notify - New owner receives email notification
  3. Accept - New owner confirms acceptance
  4. Complete - Ownership changes immediately

What Gets Transferred​

TransferredNot Transferred
Chatbot ownershipYour subscription
All settingsOther chatbots
Knowledge baseTeam membership
User list
Deployment

Billing Implications​

After transfer:

  • Previous owner - No longer billed for this chatbot
  • New owner - Chatbot counts toward their plan limits
  • Usage - Future usage billed to new owner
warning

Ensure the new owner has sufficient plan limits before transferring.

Canceling a Transfer​

Before the new owner accepts:

  1. Go to "Settings" > "General"
  2. Find the pending transfer
  3. Click "Cancel Transfer"

Accepting a Transfer​

For the new owner:

  1. Check email for transfer notification
  2. Click the link or go to "Notifications"
  3. Review the chatbot details
  4. Click "Accept" or "Decline"

After Transfer​

For Previous Owner​

  • No longer have access (unless shared)
  • Can request access from new owner
  • Not responsible for billing

For New Owner​

  • Full ownership and control
  • Responsible for billing
  • Can share, modify, or delete

Best Practices​

  • Communicate with the new owner beforehand
  • Ensure they have appropriate plan limits
  • Document the transfer
  • Update team access as needed