Getting started

Invite teammates

Add human agents and place them in the right teams.

Before you start

Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.

How it works

  1. 01

    Open Settings → Agents

    Open Settings → Agents.

  2. 02

    Invite the teammate by email

    Invite the teammate by email.

  3. 03

    Choose the role and the inboxes they can access

    Choose the role and the inboxes they can access.

  4. 04

    Create teams when routing should target a group

    Create teams when routing should target a group.

What to verify

✓The expected channel, conversation, contact or execution is visible.

✓The assigned person or agent matches the routing rule.

✓No customer-facing message claims an action that failed.

✓Activity or execution history contains enough context to investigate.

Need help?

Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.