Updates

Update: CRM team members and roles

Update Updated September 27, 2026

You can now run a bot as a small team, not only as a single owner.

What shipped

Invites by email from Members. The person joins as a workspace member of that bot.
Roles: Owner, Co-Owner, Administrator, Member.
Default for a new Member is view-only CRM. Owners and Co-Owners turn on Config, Integration, Knowledge, Analytics, Billing, and Custom tables.
Administrator cannot invite people or assign roles. They can revoke members.
Tables can stay open to everyone in the workspace, or restricted to selected people.
Seat count follows the plan. If the plan has no extra seats, invites are blocked.