Add your team and assign leads

If you have team members who handle customer inquiries, here’s how to bring them on board.

1. Invite Team Members

Go to the Team page and click “Invite Member.” Enter their email address — they’ll receive a branded invitation email. When they accept, they can sign in with their Google account and immediately see your shared inbox.

Each team member counts as a seat for billing. A 3-person team on Growth gets 150 conversations per month (50 per seat).

2. Set Roles

  • Owner — full access (billing, settings, profile, team management). Maximum 2 owners.
  • Member — can view the inbox, approve/reject AI drafts, and manage conversations. Gets notification emails for new inquiries.
  1. TURN ON LEAD ASSIGNMENT (GROWTH+) Go to the Team page and enable lead assignment. Choose a mode:
  • Manager — the AI suggests who should handle each lead, but you assign manually
  • Round Robin — leads are automatically distributed to the next available member

4. Set Availability

Each team member can toggle their status to Available or Away. Away members are skipped during automatic assignment, so leads always go to someone who can respond.

5. Monitor Performance

The Team Dashboard shows each member’s active leads, response times, and volume. Use it to spot bottlenecks and rebalance workload.

Lead assignment requires the Growth plan or above. On Essentials, all team members see all conversations.