Team

Collaborate with your team and manage client accounts.
  • Teams and conversation routing

    Open Settings > People and teams. It starts on People. Use Teams to manage a team's hours, routing and shared replies. A small business can start with...

  • Change the language of your app and Boei emails

    How to get there: Click your name in the top-right corner → Profile → App language. You can use Boei in English, German, Dutch, Spanish, French or...

  • Transfer Account Ownership

    The account owner can transfer ownership to an existing team member who has verified their email. Open Settings → Team. Open Transfer account...

  • Permissions and Roles

    Control what each team member can see and do inside your Boei account. How to get there: Go to Settings → Team in the left menu, then click a team...

  • Live Chat Agent Seats

    Live chat agent seats are the paid slots that let team members reply to visitors in the Inbox as live chat agents. This article explains how seats are...

  • Team Members

    Share access to your widgets with team members who will manage them together with you. How to get there: Go to Settings → Team in the left menu....

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