Central customer account management
Organize communication accounts and profiles by customer or channel.
Customer service
Manage customer accounts, communication channels, and follow-ups centrally with clear team access.
Help members enter the right account quickly and handle customer tasks through a consistent process.
Organize communication accounts and profiles by customer or channel.
Members use authorized accounts without knowing the real password.
Turn common checks, replies, and recordkeeping into a standard process.
Keep project profiles and results so handoffs remain simple.
Invite members, assign roles, and control project profile and account access so sales, support, and team owners share one clear setup.
Team members
Member management combines capacity, invitations, roles, contact details, online status, and recent activity for day-to-day administration.
Member overview
See total members, admins, regular members, and currently online members.
Invitations
Invite new operators into the current team without moving profiles or resources.
Roles and contact details
Review each member's role, email, phone number, and team identity.
Status and activity
See whether a member has joined and when they were last active.
Role changes and removal
Update responsibilities or remove access when staffing changes.
Team control
Admins can manage the team identity and decide which members, credentials, agent tools, and models are available for each kind of work.
Profile launch list
Set unrestricted, allow-only, or block member ranges for each profile.
Account keychain
Members use team accounts in authorized profiles without receiving the real password.
Team identity and ownership
Maintain the team name and manage ownership transfer and the team lifecycle.
Team agent switch
Decide whether members can use the agent and pause that capability for the whole team.
Model providers
Add built-in or custom model services and control available models and reasoning levels.
Reduce information gaps from account access through task handoff.
Create project profiles for each customer and communication channel.
Grant account access by customer and role.
Handle communication, record results, and complete handoff in one consistent profile.
Download the desktop app and start with one project profile.
Download the app