Inviting and Managing Team Members

Updated 31 May 2026

Baat supports multi-user teams. You can invite agents to join your organisation and control what they can access.

Inviting a team member

Go to Settings → Team
Click Invite Member
Enter the team member’s email address and select their role
Click Send Invite — they’ll receive an email with a link to join

Team roles

Admin — Full access including billing, settings, and all conversations
Agent — Can manage assigned conversations and send messages; cannot change settings

Removing a team member

Go to Settings → Team, find the member, and click Remove. Their access is revoked immediately. Any conversations assigned to them remain and can be reassigned.

Managing assignments

Conversations can be assigned to any active team member directly from the inbox. See Assigning and Managing Conversations in the Shared Inbox section for details.

Shared Inbox

Give every agent a shared view of every WhatsApp conversation, with assignments, internal notes and status tracking built in.

Use case

Team Inbox & Escalation

Route WhatsApp conversations to the right agent, escalate what needs it, and keep the whole history against the customer.

Guide

Assigning and Managing Conversations

How to assign a conversation to an agent, reassign it, and use status and filters so nothing is left unanswered.