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Ansa supports team collaboration so multiple people can manage your agents, review conversations, and access analytics. Invite team members, assign roles, and control access from your settings.

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Team Roles

RolePermissions
OwnerFull access, billing, team management
MemberAccess agents, conversations, analytics

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Owner Permissions

  • Create and delete agents
  • Manage knowledge bases
  • Configure tools and triggers
  • View all conversations
  • Access analytics
  • Manage billing and subscription
  • Invite and remove team members

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Member Permissions

  • View and edit agents
  • Manage knowledge bases
  • Configure tools and triggers
  • View conversations
  • Access analytics
Only the account owner can manage billing and team membership.

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Inviting Team Members

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Send an Invitation

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email address
  4. Select a role
  5. Click Send Invitation
The invitee receives an email with a link to join your team.

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Invitation Details

Invitations include:
  • Link to accept the invitation
  • Your name and email (as inviter)
  • Role they’ll be assigned
  • Expiration (7 days)

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Invitation Status

StatusMeaning
pendingWaiting for recipient
acceptedMember joined team
expiredLink expired (7 days)
cancelledInvitation revoked

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Accepting Invitations

When someone invites you:
  1. Open the email invitation
  2. Click Accept Invitation
  3. Sign in or create an account
  4. You’re now part of the team
If you already have a Ansa account, you can accept invitations from multiple teams.

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Managing Team Members

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View Team

  1. Go to Settings → Team
  2. See all current members and pending invitations
For each member, you’ll see:
  • Name and email
  • Role
  • When they joined

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Remove a Member

  1. Go to Settings → Team
  2. Find the member
  3. Click Remove
  4. Confirm removal
The member immediately loses access to your account.

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Cancel an Invitation

  1. Go to Settings → Team
  2. Find the pending invitation
  3. Click Cancel
The invitation link becomes invalid.

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Shared Resources

Team members share access to:

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Agents

  • All agents are visible to all members
  • Any member can create, edit, or delete agents
  • Changes are immediately visible to everyone

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Knowledge Bases

  • Shared across the team
  • Any member can add or remove content
  • All members benefit from improvements

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Conversations

  • All team members can view conversations
  • Helpful for support handoffs
  • Review each other’s work

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Analytics

  • Everyone sees the same data
  • Useful for team reporting
  • Track collective progress

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Team Workflows

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Support Team

Multiple support agents can:
  1. Monitor incoming conversations
  2. Review agent responses
  3. Update knowledge base with new info
  4. Track metrics together

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Marketing + Support

  • Marketing creates lead capture forms
  • Support reviews and follows up
  • Both track form submissions

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Development + Operations

  • Developers set up tools and integrations
  • Operations monitors conversations
  • Both improve the knowledge base

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Email Notifications

Team members can be added to:

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Form Notifications

When forms are submitted:
  1. Go to Tools → select a form
  2. Add post-action: Email
  3. Select team members as recipients

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Channel Forwarding

For email channel low-confidence responses:
  1. Go to Channels → Email
  2. Configure forward-to addresses
  3. Add team member emails

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Best Practices

Start Small

Add team members as needed

Document Processes

Create guidelines for your team

Review Regularly

Audit team access periodically

Communicate Changes

Notify team of major updates

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Access Management

  1. Audit regularly — Review who has access quarterly
  2. Remove promptly — Remove access when people leave
  3. Use email aliases — For team-wide notifications

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Collaboration

  1. Assign areas — Different people own different agents
  2. Review together — Weekly conversation reviews
  3. Share learnings — Document what works

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API Access

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Get Team Context

curl "https://api.ansa.so/team/context" \
  -H "Authorization: Bearer $ANSA_API_KEY"
Response: 
{
  "role": "owner",
  "isOwner": true,
  "owner": {
    "id": "user_123",
    "email": "[email protected]",
    "name": "Account Owner"
  },
  "members": [
    {
      "id": "tm_456",
      "memberId": "user_789",
      "role": "member",
      "email": "[email protected]",
      "name": "Team Member",
      "createdAt": "2024-01-15T10:00:00Z"
    }
  ]
}

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List Team Members

curl "https://api.ansa.so/team/members" \
  -H "Authorization: Bearer $ANSA_API_KEY"

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Send Invitation

curl -X POST "https://api.ansa.so/team/invite" \
  -H "Authorization: Bearer $ANSA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "[email protected]",
    "role": "member"
  }'

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Remove Member

curl -X DELETE "https://api.ansa.so/team/members/{memberId}" \
  -H "Authorization: Bearer $ANSA_API_KEY"

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Troubleshooting

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Invitation Not Received

Check:
  • Email address is correct
  • Check spam/junk folder
  • Invitation hasn’t expired
Solution: Cancel and resend the invitation.

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Can’t Access Features

Check:
  • You’re signed into the right account
  • You’ve accepted the invitation
  • The owner hasn’t removed your access

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Wrong Role

Currently, roles cannot be changed after invitation. To change a role:
  1. Remove the member
  2. Send a new invitation with the correct role

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Next Steps

Billing

Manage your subscription

Analytics

Track team performance