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Built for

SaaS

Turn your help center and product docs into an agent that qualifies trials and deflects support tickets.

E-Commerce

Help shoppers find products, check order status, and get answers without waiting for your team.

Real Estate

Let buyers search listings, ask about neighborhoods, and book viewings — even after hours.

Food Delivery

Share your menu, track orders, and answer delivery questions without tying up the phone line.

Healthcare

Answer FAQs about services, hours, and policies while routing urgent cases to your team.

Manufacturing

Help buyers and distributors find part numbers, specs, and lead times instantly.

Finance

Deflect routine inquiries about accounts, fees, and processes while keeping humans in the loop.

Travel & Tourism

Help visitors explore destinations, compare packages, and get booking details around the clock.

Legal

Screen leads, explain your practice areas, and share intake info before a consultation.

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    Team Management

    Team Management

    Add team members and clients as collaborators to your agent. Delegate responsibilities and share dashboard access with ease.

    Roles and permissions

    Chatwith allows adding a team member with one of three roles: Owner, Editor and Guest.
    Each role has different access permissions, as shown below:
    ㅤ
    Guest
    Editor
    Owner
    Dashboard
    ✅
    ✅
    ✅
    Conversations
    ✅
    ✅
    ✅
    Refinements
    ✅
    ✅
    ✅
    Appearance
    🚫
    ✅
    ✅
    Knowledge
    🚫
    ✅
    ✅
    Actions
    🚫
    ✅
    ✅
    Installation
    🚫
    ✅
    ✅
    General Settings *
    🚫
    ✅
    ✅
    Deactivate agent
    🚫
    ✅
    ✅
    Create agent
    🚫
    🚫
    ✅
    Delete agent
    🚫
    🚫
    ✅
    Billing
    🚫
    🚫
    ✅
    Team
    🚫
    🚫
    ✅
    API
    🚫
    🚫
    ✅
    \“General Settings” includes all other agent configuration not explicitly listed above, eg: usage limits, email reports, model, system prompt, etc*
     
    ℹ️
    The Owner is the first user who has created the agent. This role currently cannot be changed.

    How to manage team members

    You can add and remove team members and change their roles in the 'Team' section.
    To find it, go to your Dashboard, then Settings and then click the ‘Team’ tab.
    notion image
     
    A team member can access the dashboard immediately after being added - no confirmation is required. They simply head to the login page and enter their email to enter.

    Steps to add a team member

    1. Go to 'Team' settings
    1. Click ‘Invite member’
    1. Enter email address of the new team member
    1. The new team member can now log in at https://chatwith.so/sign-in and access the agent
     
    ℹ️
    The dashboard can also be accessed through your custom domain, if you have set one. In such scenario the URL would be https://your.domain.com/sign-in instead of https://chatwith.so/sign-in.
    💡
    New members do not need to approve an invitation; they can access the dashboard immediately after getting added. There is no need to receive an invitation email.