Скачать или смотреть How to collaborate with Team Members on Customer Data in Squarebox.AI?

👥 Collaborate with Your Team on Customer Data in Squarebox AI | Team Roles Explained

In this video, we show you how to collaborate with your team members on customer data using Squarebox AI.
You'll learn how to:
Add team members
Assign user roles (Admin, Account User, Support User)
Manage access levels
Assign team members to specific customers
Streamline support and communication using the shared inbox

🔐 User Roles Explained:

Admin: Full access to all features, including dashboard, campaigns, automations, and team settings.
Account User: Access to major features, but cannot manage users or organization settings.
Support User: Limited to inbox and notifications, only sees assigned customers.

📊 This setup ensures secure and efficient collaboration across your sales and support teams.

👉 Perfect for teams looking to:

Improve customer follow-ups
Organize chat responsibilities
Monitor campaign effectiveness in one place

🎯 Start organizing your customer communication with Squarebox AI today!

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