In Botat, human teammates appear in the Agents area. These are different from AI agents, which are automated assistants.
Before you begin
Choose the workspace you want the person to join. You need permission to add agents, and the person needs access to the email address you invite.
Send an invitation
- Open Agents from the workspace sidebar.
- Choose New member.
- Enter the teammate’s email address carefully.
- Select the role that matches their responsibilities. Give support staff the access they need rather than using an administrator role by default.
- Send the invitation.
- Ask your teammate to open the email and complete the invitation steps.
- 1Invite a teammate here.
- 2Review the role assigned to each member.
Confirm they joined
Return to Agents and look for the teammate. An invitation still awaiting acceptance is different from an active member. If they cannot find the email, ask them to check spam, confirm the address, and use the resend action where available.
Organize people into teams
Use Teams to group people by responsibility, such as Customer support or Sales. Choose the people who belong to each team. Teams help organize work; roles determine which actions a person can take.
When someone changes responsibilities
Review their role and inbox access. Keep the workspace owner account available and avoid removing your own administrative access while changing team permissions.