Invite your team to ChatSales
Invite your agents so they answer chats from the same inbox. There are three ways: share an invitation link, send it from your WhatsApp, or create their account yourself. Pick yours and we show you only those steps.
Open Manage users
On the Dashboard, the Your team card shows who is in your account and their role. Click Manage users (1).
Click Add Teammate
Members lists your whole team. Click Add Teammate (1).
Copy or share the link
At the top is your invitation link (1). Click Copy and send it however you like, or click Share on WhatsApp (2).
Whoever opens it joins your team as an agent. The link expires in 24 hours.
Send the invitation from your WhatsApp
Open Add Existing WhatsApp Number (1). Under Select a channel (2), pick the WhatsApp it is sent from: only WhatsApp QR channels appear here, so you need one connected (see Connect your WhatsApp).
Type your agent's WhatsApp number (3); Add More adds several. Click Send Link Via WhatsApp (4).
Create your agent's account
Open Create New Teammate (1). Type their WhatsApp number (2) and choose their Role (3).
Tick Create a password (4) and type it (5): you can't create the account without one. Click Create 1 teammate (6) and give your agent their login details.
Change roles any time
In Members, the Team Permissions column (1) shows each person's role; open it to change it.
Once your team is in, assign each chat to one agent so nobody replies twice: Organise your chats.
