Help center

Guide

Adding team members and seats

Invite teammates under Team. Billing is per seat: the first user is included and each additional user is charged. The Free plan is limited to 1 user; paid plans allow more. When you add or remove a user, your subscription updates automatically. Roles (superadmin, consultant, telemarketer) control what each member can see and do, and the fine-grained permissions behind each role are managed under Team in the Permissions tab, where the matrix is grouped to mirror the sidebar. Two permissions worth calling out: "Automations" lets a role build, edit and run workflow automations on the canvas, including AI agent steps, connectors and scheduled triggers; because running automations can send email, edit contacts and spend AI credits, grant it deliberately. "Watchlists & Signals" lets a role subscribe to signal-catalog presets and create or run watchlists, whose scheduled runs may add companies and contacts and send notifications. Also note the permission formerly named "Workspace" is now "Workspace & Call Queue": it covers both the Workspace (lead stages and follow-ups) and the Call Queue page that works a contact list one call after another. Workspace-wide customisation lives on the Settings page (Admin section of the sidebar, at /settings/workspace): restricting prospects to their assignee, allowing multiple assignees per contact, the organisation timezone used to bucket report hours, the default tab a contact opens on, notification preferences that mute chosen alert types for the whole workspace, revenue forecast defaults, the Fireflies meeting-sync integration, and pointers to the other options you can tailor (signal groups on the Signals feed, conversion goals, data contribution to the shared contact pool, and each member's light or dark theme). Everyone also has a personal section there with browser notification reminders and a product tour replay; the workspace section is admins only.

Inside the app, click the help button in the bottom corner to ask the assistant or leave a message for our team.