Workspace Management
Team & Agents
Manage the people who support customers in your workspace.
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available QwryAI pages before exploring further.
Team and agent management keeps support access organized. Invite the people who need to work in QwryAI, assign the right role, and review access whenever your team changes.
- Give each teammate the correct role.
- Use assignments and ticket status to keep ownership clear.
Common Tasks
| Role pattern | Typical access |
|---|---|
| Admin | Workspace setup, billing-sensitive settings, security, integrations, and team management. |
| Agent | Conversations, tickets, customer replies, and assigned support work. |
| Analyst or reviewer | Analytics, activity, knowledge gaps, and quality review without broad admin access. |
- Invite team members
- Assign conversations
- Manage support agents
- Review agent access
- Remove users who no longer need access
- Confirm agents can see the conversations and tickets they own
Recommended Setup
- Invite only the users who need workspace access.
- Assign each user the correct role.
- Confirm agents can access conversations and tickets.
- Review access after team changes.
- Remove inactive users from the workspace.
- Review access regularly.
- Keep support ownership clear through assignments.