Teams
Teams
Share the management of your bots with others!
Our teams feature allows you to create separate, isolated workspaces within your Chat Thing account. It's perfect for agencies managing multiple clients, businesses with distinct departments, or anyone who needs to keep their bot projects organised and collaborate with others.
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Each team will have its own separate bots, usage data, subscription plan, ensuring a clean, secure, and manageable workflow.
Types of teams
- Personal teams: all existing & new users will be given their own personal team. As the name suggests this team is just for you & you can't invite other team members, but don't worry, you can easily transfer your bots to a separate organisation team or convert your personal team into an organisational team
- Organisation teams: if you choose to create an additional team you'll be able to invite team members & transfer any bots you choose from your personal team.
Creating an organisation team
You can create a new team to start a fresh workspace for a new project or client.
- Click on the team switcher located in the top-left of the navigation bar.
- Select the New team option from the bottom of the dropdown menu.
- On the "New team" page, you will be prompted to:
- Enter a Team name.
- Optionally, upload a Team logo.
- Choose a Subscription plan that fits the needs of this new team.
- Click Create team and complete the subscription process in our payment provider Stripe. Your new team will be created, and you'll be switched to its dashboard automatically.
How to convert your personal team into an organisation
- Ensure you have switched to your personal team, your personal teams name will be your email address.
- Next click the "Team settings" option from the bottom of the team switcher menu.
- At the bottom of the team settings form click the "Convert team" button. This will create a new personal team for you and convert your existing personal team into an organisation.
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In order to convert your personal team into an organisation, you must have an active subscription.