replybek.Docs

Workspace

Team.

Invite teammates to answer customers and help run Replybek, and choose what each of them can do.

Open Settings & billing, then Team. You see everyone in the workspace, their role and when they joined, and the invitations still waiting.

Roles

Role Can do
Owner Everything, including the plan and billing. Each workspace has one owner: the person who created it.
Admin Manages agents, knowledge, integrations, settings and the team, and answers conversations.
Agent Answers conversations in the inbox. Teammates with this role start in the Inbox.

Invite a teammate

  1. Press Invite teammate.
  2. Enter their email and choose a role: Agent or Admin.
  3. Press Send invitation. They get an email with a link to join. It works for 7 days.
Invite a new admin. The invitation waits in the list until they join.
The invitation email.
The invitation email.

The invited person opens the link, enters their name and a password, and lands in the workspace. If they already have a Replybek account with that email, they sign in to accept instead.

Joining from the invitation link.

Manage invitations and members

  • Resend sends a new link and gives the invitation 7 more days. The old link stops working.
  • × cancels an invitation.
  • The Role menu next to a member changes their role.
  • Remove from team, in the member's ⋯ menu, takes away their access. Conversations they were handling go back to the queue.
Resend an invitation, and the menu for a member.

Admins can't remove the owner, and nobody can remove themselves.

Seats

Each plan includes a number of seats: 2 on Starter, 5 on Growth and 15 on Business. Members and open invitations both use a seat. When all seats are taken, upgrade the plan or remove someone first. See Usage and limits.