Add a team member
Invite a team member to NeuroAI, see how many people your plan includes (3, 8 or 15) and which email they get to create a password and sign in.
Updated
When someone else handles customers, they need their own access. That way each person sees their own work and you know who did what.
How many people your plan includes
- Organize: up to 3.
- Grow: up to 8.
- Scale: up to 15.
If you need more, see Upgrade or downgrade your plan.
Add a person
- Click the Settings gear at the top right.
- Go to My Staff.
- Click the button to add a user.
- Enter their name, email and mobile number.
- Choose their access type. See What each person can see and do.
- Click Save.
What that person receives
They get an email with an invitation to create their password. When they click the link they land in app.neuroaistudio.com. If they don't see it, they should check spam.
Always use each person's own email. Don't share one login between several people: you lose track of who replied.
When someone leaves the team
- Go to Settings › My Staff.
- Open that person and remove their access.
- Reassign their conversations and tasks to someone else.
See also Security: password and two-step verification.
If something goes wrong
- It won't let you add anyone: you've reached your plan's maximum.
- The person doesn't get the email: check you typed it correctly and resend the invitation.
Write to us at support@neuroaistudio.com.