Team Management
Invite team members, assign roles, and manage permissions.
Roles & Permissions
Waslo has three roles with different access levels:
| Permission | Owner | Admin | Member |
|---|---|---|---|
| View dashboard | Yes | Yes | Yes |
| View leads | Yes | Yes | Yes |
| View & send chat messages | Yes | Yes | Yes |
| Change settings | Yes | Yes | No |
| Manage integrations | Yes | Yes | No |
| Invite members | Yes | Yes | No |
| Add/delete leads | Yes | Yes | No |
| Manage billing | Yes | No | No |
| Delete members | Yes | No | No |
| Organization settings | Yes | No | No |
| Create organizations | Yes* | No | No |
*Each account has a single organization on both PAYG and Growth.
Inviting Members
- Go to Settings → Organization
- Click Invite Member
- Enter their email address
- Select a role (Admin or Member)
- Click Send Invitation
The invited person will receive an email with a link to join your organization. The invitation expires after 7 days. The email is written in the recipient's language (any of Waslo's 7 languages), and Arabic emails read right-to-left.
For New Users
If the invited person doesn't have a Waslo account, they'll be prompted to create one. Their email is automatically verified since they came through an invitation link.
For Existing Users
If the person already has a Waslo account, they'll be added to your organization automatically when they click the invitation link.
Managing Members
As an Owner, you can:
- Change roles — Promote a Member to Admin or demote an Admin to Member
- Remove members — Remove a member from your organization
Go to Settings → Organization to manage your team.
Organizations
Each account has a single organization on both PAYG and Growth. Your organization holds all of your leads, conversations, settings, channels, and integrations, and your team collaborates within it using the roles above.
Handing conversations to members
Members can own conversations: routing rules assign them automatically by topic/classification/channel, owners and admins can assign by hand, and the inbox Mine filter shows each member their own queue. See Topics & Team Routing.
Working the Inbox as a Team
- Quick replies. Type
/at the start of the message box to pick one of your team's saved answers. It fills the box, and you can edit it before sending.{name}becomes the customer's first name. Owners and admins manage them in Settings → Quick replies; everyone can use them. - Unread, per person. A dot on a conversation means the customer wrote after you last opened it. Opening a conversation marks it read for you only, so a teammate still sees it as new until they open it too.
- Quoted replies. Reply to a specific message and the customer sees it as a quote on WhatsApp QR, WhatsApp Cloud and Telegram. On Messenger, Instagram and email the reply goes as plain text. When a customer quotes one of your messages, the quote shows in the thread too.
- Delivery ticks. Messages you send show sent, delivered and read ticks where the channel reports them, WhatsApp QR included. A send that failed shows a retry button.
- AI badge. Messages written by the agent carry an AI badge, so everyone can tell them from a teammate's reply.
- Live updates. New messages and conversations appear without refreshing the page.
- Send a product. Send an item from your catalog straight from the message box. See Product Catalog.