Overview
Agents in SalesMind AI can include multiple teammates. Each teammate is assigned a role that defines their permissions. Roles ensure secure collaboration by controlling who can create, edit, or delete critical items.
Roles Explained
Member
Can create and read campaigns, lists, and conversations.
Cannot delete items.
Admin
Has full access to create, read, and delete campaigns, lists, and accounts.
Responsible for managing members and high-level settings.
Identifying Message Authors
Each member has their own version of SalesMind AI, including separate campaigns. When viewing the inbox, you can see:
Sender name: Shows who validated or sent the message.
AI actions: If AI assisted in messaging, you’ll see tags like Reply by Autopilot Nurturing.
Human validation: If a teammate manually validated a draft, their name is attached to the message.
This ensures clarity on whether the message came from a teammate or from the AI system.
Key Takeaways
Members can’t delete; Admins can.
Each user has their own campaigns and inbox activity.
Messages clearly show whether they were handled by AI (Autopilot/Copilot) or by a human.
Learn more about inviting a team member to your agent here.
Happy Prospecting!