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Creating a Team

Teams allow you to collaborate with others on chatbots.

Create a New Team​

  1. Go to "Teams" in the sidebar
  2. Click "Create Team"
  3. Enter a team name
  4. Click "Create"

Team Features​

With a team, you can:

  • Share chatbots with team members
  • Collaborate on knowledge bases
  • Manage access and permissions
  • Centralize billing (team owner pays)

Team Limits by Plan​

PlanTeamsMembers per Team
Free0-
Starter13
Pro310
BusinessUnlimitedUnlimited
EnterpriseUnlimitedUnlimited

Team Settings​

After creating a team, configure settings to control what members can do.

Member Permissions​

SettingWhat It Controls
Allow member chatbot creationWhether members can create their own chatbots
Allow member document uploadsWhether members can upload documents

How to Configure​

  1. Go to your team dashboard
  2. Click "Team Settings"
  3. Find the "Member Permissions" section
  4. Toggle settings on/off
  5. Changes apply immediately
When to Enable Member Creation

Enable member chatbot creation when you want team members to build and experiment with chatbots. Remember that member-created chatbots are billed to the member until shared with the team.

Team Dashboard​

After creating a team, you'll see:

  • Members - Who's in the team
  • Chatbots - Shared chatbots
  • Settings - Team configuration
  • Billing - Team owner's billing info

Personal vs Team Chatbots​

Personal ChatbotsTeam Chatbots
Only you can accessAll team members can access
Billed to your accountBilled to team owner
Full controlBased on permissions

Switching Between Teams​

If you're on multiple teams:

  1. Click your profile in the sidebar
  2. Click "Switch Team"
  3. Select the team

Next Steps​

After creating a team: