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Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

Use this file to discover all available pages before exploring further.

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Team Management

Add team members to your Eazybe organization for collaborative WhatsApp management.

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Inviting Team Members

1

Go to Settings

Open Eazybe Workspace → Settings → Team
2

Click Invite

Click Invite Team Member
3

Enter Details

Provide:
  • Name
  • Email
  • WhatsApp Number
4

Assign Role

Select Admin, Manager, or Agent
5

Send Invite

Team member receives email invitation

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What Team Members Get

When you invite employees, they get access to:
FeatureDescription
Shared LabelsAccess team labels and funnels
Quick RepliesUse shared quick reply templates
Team InboxView assigned conversations
AnalyticsSee their own performance metrics

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Chat Backup & Monitoring

Chats from team members’ WhatsApp numbers are backed up to the Admin’s Google Drive and visible in Team Inbox.
This enables:
  • Conversation monitoring - See all team chats
  • Quality assurance - Review customer interactions
  • Training - Identify coaching opportunities
  • Compliance - Maintain records of all communications

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Data Privacy

Eazybe does not store data on its servers. All data is:
  • Backed up with the user’s WhatsApp number
  • Stored securely in the Admin’s Google Drive
Only Admins can view all team conversations. Agents can only see their own chats.