Overview
Agents in SalesMind AI represent your company or department. To collaborate effectively, you can invite teammates to join your agent and assign them roles with the right permissions.
How to Invite a Teammate
Navigate to your Agent and open the Members tab.
Click Add Member.
Enter your teammate’s email address.
Choose their role (Admin or Member).
Admin: Can delete lists, accounts, and campaigns.
Member: Has standard permissions but cannot delete.
Confirm by clicking Add Member.
Your teammate will receive an email invitation to join.
Key Takeaways
Teammates are invited at the Agent level.
Assign roles carefully: only Admins can delete critical items.
Collaboration in SalesMind AI is simple and secure.
You can also read here if you want to learn more about how to manage an agent.
Happy Prospecting!