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Create and edit agents by going to Build > Agents.
Add and edit data sources, such as External integrations by going to Build > Data sources > External integrations and Documents by going to Build > Data sources > Documents.
View the available tools by going to Build > Tools.
Add and edit credentials by going to Admin Administration > Credentials.
View the analytics related to the agents by going to Admin Administration > Analytics.
Access the documentation by going to Resources > Documentation.
Access the support portal by going to Resources > Support.
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Access the workspace where they can manage their profile and users by going to Admin Administration > Workspace.
Manage billing by going to Admin Administration > Billing.
Signing up for the first time
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We recommend you set up your company’s profile by going to Admin Administration > Workspace > Account Details.
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#1 - You can send a direct invitation by giving the user’s information:
Go to Admin Administration > Workspace > Users;
Click the Invite user button;
Provide the email address, the full name, and, optionally, the phone number of the user you wish to invite.
Select the role of the new user: Admin, Agent Builder, or User.
Click Invite.
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#2 - You can send an invitation link:
Go to Admin Administration > Workspace > Users;
Click the Invite user button;
Click the Copy invite link in the Invite with link section.
Give the link to the people you wish to invite.
Any person Anyone clicking this link will need to must enter their email address and name to sign up for the platform. They will automatically get the Admin role. If you do not want them to have this role, you will need to change their role to Agent Builder or User.
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Note that you are limited to the number of users that can sign up to the platform within your organization’s workspace, depending on your subscription tier. |
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You can manage current users of your workspace by going to Admin Administration > Workspace > Users and clicking on the three dots icon next to a user.
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Admins can view the audit logs by going to Admin Administration > Workspace > Audit Logs.
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