Teams

What is a team?

Roles & permissions

Every teammate has exactly one role per team. Here is what each role can do.

Create a team & add bots

You manage teams from the menu under your avatar (top-right of the dashboard). Create a team, then move the bots your teammates should work on into it.

1. 01
   Create a team
   Open the menu under your avatar (top-right) and choose Teams, then Create team. Give it a name like “Support” — you can rename it any time.
2. 02
   Add your bots
   Add an existing bot to the team, or create a new one inside it. A bot can belong to one team at a time; you can move it back to personal whenever you like.
3. 03
   You are the owner
   The team is created with you as its Owner. You can now invite teammates from the Members tab.

breezaro.com

breezaro.com

Invite teammates

Invitations are sent by email. Add a bot to the team first — you can't invite anyone to an empty team.

1. 01
   Open the Members tab
   On the team's page, switch to Members and choose Invite member.
2. 02
   Enter an email and pick a role
   Type the teammate's email address and choose Editor or Operator. (Owner can't be assigned — there is always exactly one owner.)
3. 03
   Send the invitation
   Send it, and the invite appears under Pending invitations. The link expires after 7 days, and you can revoke it any time before it is accepted.

breezaro.com

Accepting an invitation

Here is what your teammate sees after you send the invite.

1. 01
   Open the email
   Your teammate receives an email naming you, the team and their role, with an Accept invitation button.
2. 02
   Confirm the invited email
   The accept screen is locked to the invited address. They must sign in or register with that exact email — invitations can't be transferred to another address.
3. 03
   Sign in or create a password
   New teammates set a password (or use a sign-in provider) and verify their email; existing users just sign in.
4. 04
   Land in the dashboard
   Once accepted, they go straight to the dashboard with access to the team bots. No bot, trial or billing of their own is created.

breezaro.com

Live chat handoff & the single-operator lock

Any teammate with access can step into a live conversation and reply as a human. To keep handoffs clean, only one person can hold a chat at a time.

• From the inbox, a teammate takes over a conversation and the bot steps aside while they reply.
• While someone holds a chat, no one else can take it — others see who's currently handling it.
• If the operator closes every tab or loses connection, the chat is released back to the bot automatically after a short grace period.

breezaro.com

Their own chat identity

Each teammate can set the display name and avatar visitors see while they are handling a chat — for example “Jane from Support”. If they leave it blank, their account name is used.

Managing members

Owners and Editors manage the team from the Members tab.

Change roleSwitch a teammate between Editor and Operator at any time.

Pause accessTemporarily revoke access. Any live chat they're handling is released back to the bot. Restore it whenever you're ready.

RemoveRevoke access for good. Their own personal bots are never affected — you can re-invite them later.

breezaro.com

Seats & your plan

Teams are available on every plan except Basic. The number of teammates you can invite depends on your plan's seats.