Team Management
Manage your team in DOLU.ai, assign roles and permissions, and configure team inboxes.
User Roles
| Feature | Admin | Supervisor | Agent | Observer |
|---|---|---|---|---|
| Reply to conversations | + | + | + | - |
| Contact management | + | + | + | - |
| Campaign management | + | + | - | - |
| Automations | + | + | - | - |
| All reports | + | + | - | - |
| System settings | + | - | - | - |
| Billing | + | - | - | - |
Custom Roles
You can create custom roles from the Settings > Team > Roles page.
Inviting Members
- Go to Settings > Team
- Click the Invite button
- Enter email, role, and team information
- Send the invitation
Team Inbox
Conversation Assignment
- Automatic (Round-Robin): Equal distribution
- Least busy: Assigned to the member with the fewest conversations
- Manual: Assignment by supervisor
Internal Notes
Team members can tag each other within conversations using @name.
Notification Preferences
Each member can configure notifications from Profile > Notifications:
- In-app notifications
- Email notifications
- Push notifications
- Quiet hours
Business Hours
Separate business hours can be defined for each team member. Set default hours from the Settings > Team page.
