Run the workspace

Workspaces & roles

Every account starts with a personal workspace. Invite teammates, assign roles, and share bots, conversations, leads, and analytics.

Roles

• Owner— billing, danger-zone actions, can't be removed via the Team UI.
• Admin — invite/remove members, change roles, all bot management.
• Editor — create and edit bots, read everything.
• Viewer — read-only access to bots, conversations, analytics.

Inviting members

1. Open Team in the dashboard sidebar.
2. Type their email + role and click Send invite.
3. They get an email with a 7-day link. Clicking it adds them to your workspace. If they don't have an Agentmatica account yet, they'll sign up first, then land in the workspace.

Pending invites show in the Team page until accepted or expired. Admins can revoke them anytime.

What members can see

All members of a workspace see the same bots, conversations, leads, insights, and team settings. Billing and quotas apply to the workspace as a whole — not per seat.