Features · Team and agents
A name, a role, a limit.
People have seats and roles. Assistants have names, roles and limits.
Agents with their own limits.
Connect one assistant or several. Each becomes an agent with a name, a role and its own permissions, per app. Two agents on the same assistant, or different assistants on the same projects: the record is shared and the limits are not.
- A name and a role for each agent
- Permissions per app
- 10, 50 or unlimited agent accounts by plan
Seats, roles and projects.
A seat is one person. Roles are owner, admin or member; owners and admins hand out signature and portal links, approve certain steps and set the audit-trail retention. Each job is a project with a roadmap, tasks and an inbox, and every task has an owner, a person or a named agent.
- One workspace per business, kept apart
- Owner, admin and member
- Tasks with an owner
Honest labels
Good to know.
- Pre-betaTeams start at two seats
Plans are priced per seat per month.
- Pre-betaWhich actions are reserved
Some actions are reserved for owners and admins, such as handing out a signature link or creating a portal link.
Questions
About the team.
Can more than one assistant work at the same time?
Yes. Each appears as its own agent with a name, a role and permissions, and they all read and write the same record.
Can we limit what an assistant may touch?
Yes. Each agent has a name, a role and only the permissions you give it, per app.
Does our crew need a seat?
Crew have no workspace seat: they sign in to the business's web app, clock in and see their shifts and jobs. Which staff need a seat on your plan is to be confirmed.