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Ownership Transfer

Transfer ownership of a chatbot to another user.

Why Transfer 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