Share

Invite new members to a bot project

You can invite your collaborators to work with you on a bot project, only thing you will need is to look for the "Share bot" button and send them email invites to all collaborators.

Once clicked, add the email of your team mate on this project and click on the invite button.

Then, type your collaborator's email and select the role you want to give him on this bot

You can pick one of the following roles:

• Administrator: can do pretty much anything
• Developer: here to code the bot
• Designer: here to design the bot
• Bot Trainer: here to teach the bot new sentences
• Support Agent: here to escalate in conversations

Depending on the role, the new collaborator will be granted an access to all or some specific modules. You can change the role of user anytime you want, or revoke him from the bot project.

Once added, your collaborator will receive an invitation by email to join the bot project.
If he is already a user of Smartly.AI, he will directly see the shared bot in his dashboard.
If he is not, he will have to signup first with the same email used to invite him.

Roles in Smartly.AI

Below is a recap ot the different roles and their scopes

You can know who is the bot creator in the bots page by its blue badge.

Please note that your data (including bots, assistants, and documents) is private by default, even within your organization.

Only shared bots are accessible to individuals with the appropriate permissions.