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ConvoTool is built for teams. Invite your colleagues, assign roles, and work together to manage your AI agents.
The Members page with the team list and roles

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Invite Team Members

1

Go to Members

Click Members in the sidebar from your organization dashboard.
2

Send an invitation

Click Add Member, enter the person’s first name, last name, and email, and send the invite. They’ll receive an email with a link to join your organization. New members join as Member — you can adjust roles afterward.
3

They accept and join

Once they click the invitation link, they’ll create an account (or sign in) and automatically join your organization.
Invitations expire after 30 days. You can revoke a pending invitation and send a new one at any time.

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Roles

Each team member has a role that determines what they can access:

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Managing Your Team

From the Members page, you can:
  • View all members — See who’s on your team and their roles.
  • View pending invitations — See each invitation’s email, who sent it, when it was sent, and when it expires.
  • Revoke invitations — Cancel a pending invitation before it’s accepted.
  • Remove members — Remove someone from your organization (Owner and Admin only).
Pending invitations show a status:
Removing a member revokes their access immediately. They won’t be able to see your agents or conversations.

Next: Organization Settings

Manage your organization’s configuration.