How-to guide
Work with your team
Give your team a shared way to handle every customer conversation without losing ownership or context.
Before you start
- The teammates who need workspace access.
- A simple plan for roles, approvals, and escalations.
- A shared response standard for customer conversations.
Follow these steps
- 1
Invite teammates to the workspace and give each person the access they need.
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- 2
Set roles and access that match responsibilities such as support, sales, or review.
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- 3
Assign, review, and collaborate on conversations from the shared inbox so every customer has a clear owner.
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What this helps you do
- • Less duplicate work and fewer missed follow-ups.
- • A consistent customer experience across the team.
- • Clear accountability for every active conversation.
Troubleshooting
- • Give the smallest access level needed for each teammate.
- • Document escalation rules for sales, refunds, or sensitive customer issues.
- • Review assignment habits regularly to keep the inbox moving.
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