Invite agents to share the inbox, assign conversations, and keep response times fast — even when the AI hands off to a human. This guide covers inviting members, roles, shift scheduling, seat limits, and removing access.
Overview
Every Moxabot workspace has one Owner (the account creator) and any number of Admins and Agents up to your plan's seat limit. Team members share a single unified inbox — all channels, all conversations, one view.
✉️
Invite by email
No separate signup required
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Two roles
Admin or Agent
🕐
Shift scheduling
Per-agent availability hours
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Seat limits
Based on your plan
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Note:The account owner counts as 1 seat. A Starter plan (2 seats) gives you room for yourself plus exactly 1 agent. Upgrade any time in Billing & Plans to add more seats.
Invite team members
You can invite anyone to your workspace directly from the Team page. Invitees receive an email with a one-click join link — they land straight in the inbox with no separate signup or account creation required.
Moxabot
Inbox
Contacts
AI Persona
Knowledge
Integrations
Analytics
Team
Billing
Team
4 members · 2 seats remaining
+ Invite member
JD
Jamie Diaz
jamie@acme.co
Admin
● Active
PK
Priya Kumar
priya@acme.co
Agent
● Active
TS
Tyler Shaw
tyler@acme.co
Agent
● Active
ML
Maya Lee
maya@acme.co
Agent
○ Pending
1
Open the Team page
Click Team in the sidebar. You'll see a list of current members and their status.
2
Click Invite member
In the top-right corner of the Team page, click + Invite member to open the invite panel.
3
Enter email and select a role
Type the team member's email address, then choose a role: Admin for full workspace access or Agent for inbox-only access. See Roles & permissions below for a full comparison.
4
Send the invite
Click Send invite. The recipient gets an email with a join link immediately. Their status shows as Pending until they accept.
5
They accept — no signup needed
When the invitee clicks the link, they are taken directly into your Moxabot workspace and land in the inbox. There is no separate account creation or signup flow.
app.moxabot.com
Team page showing the invite modal with an email input field and a role selector dropdown
Team → Invite member — enter an email, pick a role, and send
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Tip:Pending invites expire after 7 days. If a team member hasn't accepted, open the Team page, find their row (marked Pending), and click Resend invite.
Roles & permissions
Moxabot has two assignable roles: Admin and Agent. The workspace owner shares the same permissions as Admin but cannot be removed or have their role changed.
Feature
Admin
Agent
Inbox (read & reply)
✓
✓
Assign conversations
✓
✓
Contacts
✓
✓
AI Persona & Knowledge Base
✓
—
Integrations
✓
—
Team management
✓
—
Billing
✓
—
Analytics
✓
—
Admin
Admins have full access to every part of the workspace. Use this role for team leads, managers, or anyone who needs to configure the AI, connect channels, manage billing, or add and remove other team members.
Agent
Agents have access to the Inbox and Contacts only. They can read and reply to conversations, assign conversations to themselves or other agents, and add internal notes — but they cannot change workspace settings, view billing details, or manage the team. This is the right role for frontline support staff.
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Warning:There is no way to grant partial Admin access (e.g. Analytics-only). If you need fine-grained permission control, contact support@moxabot.com — custom role configurations are available on the Enterprise plan.
Shifts & scheduling
Each agent can have a shift schedule that defines their working hours and timezone. Shift data is used by Moxabot to determine whether a human agent is available, which affects how escalated conversations are routed.
Setting an agent's availability
1
Open the agent's profile
Go to Team, then click on any team member's name or avatar to open their profile panel.
2
Set working hours
Under Shift hours, toggle on each working day and set a start and end time (e.g. Mon–Fri, 9 AM – 6 PM). You can set different hours per day, or use the Apply to all days shortcut.
3
Choose a timezone
Select the agent's local timezone from the dropdown. Moxabot converts all shift times to UTC internally, so agents in different regions are handled correctly.
4
Save
Click Save shift. The schedule takes effect immediately.
app.moxabot.com
Agent profile panel showing shift hours per weekday with a timezone selector and a Save shift button
Team → Agent profile — configure working days, hours, and timezone
Outside shift hours
When a conversation is escalated to a human agent outside their shift hours, Moxabot behaves according to your workspace escalation policy. You can configure this in AI Persona → Hand-off rules:
AI continues (default)
The AI keeps handling the conversation until an agent comes online and picks it up. Best for async support.
Escalation queue
The conversation is held in a priority queue and flagged at the top of the inbox when the agent's shift starts. Best for time-sensitive issues.
Away message
The AI sends a customisable "we're currently away" message and creates the conversation for the agent to pick up.
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Tip:If you don't configure individual shift hours for an agent, Moxabot treats them as always available. This is fine for small teams — just be aware that escalation routing assumes 24/7 availability in that case.
Seat limits per plan
The total number of workspace members (owner + admins + agents) is capped by your plan. If you reach your seat limit, the Invite member button is disabled until you upgrade or remove an existing member.
Plan
Seats included
Notes
Trial
1
Owner only — no team members during trial
Starter
2
Owner + 1 agent
Growth
5
Owner + up to 4 agents or admins
Business
10
Owner + up to 9 agents or admins
Enterprise
Unlimited
Custom — contact sales for volume pricing
ℹ️
Note:The owner always occupies 1 seat, regardless of plan. A Starter plan with 2 seats means you + 1 additional team member.
To increase your seat limit, go to Billing & Plans and upgrade your plan. Seat upgrades take effect immediately — no downtime.
Revoking access
You can remove a team member at any time. Removing a member immediately revokes their access to the workspace — any open conversations assigned to them remain in the inbox and can be reassigned.
1
Go to Team
Click Team in the sidebar.
2
Find the member
Locate the team member you want to remove in the list. You can search by name or email using the search bar at the top of the page.
3
Open their profile and click Remove
Click the member's name to open their profile panel, then click Remove memberat the bottom of the panel. Confirm in the dialog that appears.
4
Reassign open conversations (optional)
After removal, any conversations assigned to the removed agent appear as unassigned in the inbox. Use Assign to in the conversation header to reassign them, or let the AI route them automatically.
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Warning:Pending invites: If you need to cancel an invite before the recipient accepts it, open Team, find the pending member row, and click Revoke invite. The join link is invalidated immediately.
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Heads up:You cannot remove the workspace owner. To transfer ownership, contact support@moxabot.com.