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Team Management ​

Manage your team in DOLU.ai, assign roles and permissions, and configure team inboxes.

User Roles ​

FeatureAdminSupervisorAgentObserver
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 ​

  1. Go to Settings > Team
  2. Click the Invite button
  3. Enter email, role, and team information
  4. 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.

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