Your tenant’s team is made up of users who have joined the tenant (the owner who registered, plus anyone who accepted an invitation). This page covers roles, listing members, and promoting users to agents.

Invitations

Invite by email and accept flow

Support Routing

Departments and agent assignment

Full Support Flow

Sign up to external app integration

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Roles

Agents are tenant users who have an agent profile (created via POST /api/v1/agents). So: first add the user to the tenant (e.g. by inviting them), then promote them to agent.

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Listing tenant members

Endpoint: GET /api/v1/tenants/me/members
Auth: Authorization: Bearer <JWT> Returns the list of users in the current tenant with their roles (e.g. from user_tenants). Use this to see who can be promoted to agent or to manage roles.

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Promoting a user to agent

  1. The user must already be a tenant member (they registered as owner, or they accepted an invitation).
  2. Call Create agent: POST /api/v1/agents
    Auth: JWT (Owner or Admin)
    Body: user_id (UUID of the tenant member), optional department_ids, max_active_chats.
After creation, the agent appears in the support inbox and can be assigned conversations (see Support routing).

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Summary

  • Owner = registrant; full control.
  • Admin / Member / Agent = roles for invited or managed users.
  • List members: GET /api/v1/tenants/me/members.
  • Add agents: First ensure the user is a tenant member (e.g. via invitations), then POST /api/v1/agents with user_id.