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Team Ownership Transfer

Transfer ownership of your entire team to another team member.

note

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

Why Transfer Team Ownership?​

  • Leaving the organization
  • Changing roles within the company
  • Handing over responsibility to another leader
  • Organizational restructuring

Requirements​

To transfer team ownership:

  • You must be the current team owner
  • The recipient must be an existing team member
  • The recipient must have an active account

How to Transfer​

Step 1: Initiate Transfer​

  1. Go to "Team Settings"
  2. Scroll to the "Danger Zone" section
  3. Click "Transfer Ownership"

Step 2: Select New Owner​

  1. A modal appears with a dropdown of team members
  2. Select the member you want to transfer to
  3. Type "confirm" in the confirmation field
  4. Click "Send Transfer Request"

Step 3: Recipient Action​

The selected member will receive:

  • An email notification with Accept/Decline links
  • A banner in their dashboard showing the pending request

The recipient can:

  • Accept - Takes ownership immediately
  • Decline - Rejects the transfer, nothing changes

Transfer Flow​

Owner initiates → Email sent to recipient → Recipient reviews
                                                    ↓
                              Accept ← → Decline
                                 ↓              ↓
                      Ownership transfers    No change
                      Old owner → Admin

What Happens on Accept​

When the recipient accepts:

BeforeAfter
You are OwnerYou become Admin
Recipient is Member/AdminRecipient becomes Owner
You manage billingRecipient manages billing
info

You're not removed! After transferring ownership, you remain in the team as an Admin. You'll still have access to team chatbots and member management—just not billing or the ability to delete the team.

What Gets Transferred​

TransferredNot Transferred
Team ownershipPersonal chatbots
Billing responsibilityYour subscription
Team settings controlIndividual settings
All team chatbotsNon-team chatbots
Team member listOther team memberships

Request Expiration​

  • Transfer requests expire after 7 days if not acted upon
  • After expiration, you can initiate a new transfer request
  • Expired requests are automatically cleaned up

Canceling a Transfer​

Before the recipient accepts or declines:

  1. Go to "Team Settings"
  2. Find the "Pending Transfer" section
  3. Click "Cancel Transfer Request"
  4. The recipient will be notified

Billing Implications​

Important

When team ownership transfers, billing responsibility transfers too. The new owner will be responsible for:

  • Team subscription payments
  • All team chatbot usage costs
  • Any overages or additional charges

Make sure the new owner:

  • Understands billing responsibilities
  • Has payment methods set up
  • Has sufficient plan limits

Best Practices​

Before Transferring​

  • Communicate with the recipient beforehand
  • Ensure they understand billing responsibilities
  • Review team settings together
  • Document any important information

After Transferring​

  • Update any external documentation
  • Notify team members of the change
  • Review your Admin permissions
  • Consider if you need to remain on the team

Troubleshooting​

Recipient Didn't Receive Email​

  1. Check spam/junk folders
  2. Verify email address is correct
  3. Cancel and resend the transfer request
  4. Contact support if issues persist

Transfer Request Expired​

Simply initiate a new transfer request. There's no limit to how many times you can try.

Recipient Can't Accept​

Ensure the recipient:

  • Has a verified email address
  • Is logged into their account
  • Has an active subscription (if required)