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Team Members

Manage who has access to your Boldally Chat workspace.

Adding Members

  1. Go to Settings > Team
  2. Click Invite Member
  3. Enter their email and select a role (Owner, Admin, or Agent)
  4. They receive an email invitation and join in one click

Agent Limits

Each plan includes a set number of agent seats. You can add more at a per-agent monthly cost.

PlanIncludedExtra Agent
Starter3₹299/month
Growth5₹399/month
Business10₹499/month

Removing Members

Go to Settings > Team, find the member, and click Remove. Their access is revoked instantly. Conversations assigned to them remain in the inbox and can be reassigned.

What Happens to Their Conversations?

When a team member is removed:

  • Their assigned conversations become Unassigned
  • Conversation history and internal notes are preserved
  • An admin can reassign conversations to other agents

Next Steps