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Team Management

As your business grows, you'll want to bring your team into Maxina. Team Management lets you invite members, organize them into teams (like Sales and Support), and control who can do what.

Inviting Team Members​

Send an Invitation​

  1. Go to Menu → Team Settings
  2. Click Invite Member
  3. Enter the person's email address
  4. Click Send Invitation

The invited person will receive an email with a link to join your workspace.

Accepting an Invitation​

  1. The invited person clicks the link in their email
  2. If they don't have a Maxina account, they create one
  3. If they do, they simply log in
  4. The workspace automatically appears in their workspace switcher
info

Invitations expire after 7 days. You can resend an invitation at any time from the Team Settings page — it will generate a fresh link.

Teams​

Teams help you organize your agents and route tickets to the right people.

Default Teams​

When you create a workspace, two teams are created automatically:

  • Sales — for product inquiries and sales conversations
  • Support — for customer support and issue resolution

Creating a New Team​

  1. In Settings → Team, click Create Team
  2. Enter the team name
  3. Click Create

Connect Instagram

Assigning Agents to Teams​

Agents can belong to multiple teams:

  1. In the Team Settings, find the agent
  2. Check the team checkboxes to assign them
  3. Changes save automatically

Roles & Permissions​

PermissionOwner / AdminAgent
View inbox & tickets✅✅
Respond to customers✅✅
Provide guidance to AI✅✅
Take over / return tickets✅✅
Invite team members✅❌
Create / delete teams✅❌
Assign agents to teams✅❌
Manage integrations✅❌
tip

Agents can view their team badges but cannot change team assignments. This keeps the organizational structure under admin control.

Ticket Routing​

When the AI escalates a conversation, it suggests which team should handle it. You can also manually transfer tickets between teams:

  1. Open a ticket in the Inbox
  2. Click Transfer
  3. Select the target team

Team members will see the ticket in their filtered inbox view.

Next Steps​