Summary of "Como Cadastrar Membros da Equipe no UnniChat"
Managing Team Members in UnniChat
The video tutorial explains how to add and manage team members (agents) within the UnniChat platform, which integrates WhatsApp (official API), Instagram, or both for business communication.
Adding Agents
- Team members can be added by entering their email, name, and optionally their phone number.
- Only required fields (marked with an asterisk) need to be filled.
- Once added, the agent receives an email invitation to access the platform.
Permission Management
UnniChat provides granular control over agent permissions. Permissions can be assigned based on channels (WhatsApp or Instagram) and specific functions, including:
- Viewing contacts
- Managing automations
- Building message flows
- Using live chat
- Accessing CRM features
Role Customization
Different team members can be assigned distinct roles and access levels depending on their responsibilities. For example:
- One agent may handle Instagram interactions and automation.
- Another may focus on CRM usage.
Plan Limitations
- The standard UnniChat plan includes up to three agents.
- Additional agents can be added by purchasing add-ons.
Next Steps
The presenter mentions a follow-up video that will cover how to create custom tags and fields to better categorize leads within the system.
Main Speaker: The tutorial is presented by a user named “Luí” or addressed as “Luí” by the speaker.
Category
Technology
