More quick answers

Short answers about teammates, prospects, knowledge, credits, notifications and Claude.

Short answers to questions people ask often. Each links to the full guide.

How do I add a teammate?

An admin opens Settings, Team and seats and presses Invite user. Terry emails them a link to set their password. See Team and roles.

My invite link stopped working.

Invite links work for 72 hours. Ask an admin to open Settings, Team and seats, press the small arrow on your row and choose Resend invite.

Why can I not see Billing, Team and seats or Knowledge in Settings?

Those are for admins. Members see the pages they use every day. Ask an admin if you need something changed.

I imported a list. Why will Terry not email some of them?

Check the labels on Prospects, or open the person and read Ready and Consent. People in Canada, and people with no country, cannot be emailed until a consent basis is recorded. If your business is in Canada, that is true for everyone you email. An admin can set the consent basis: open the person, press the More menu and choose Edit details and consent. See Where people stand.

I added a web page to Knowledge. Why does Terry not use it?

Web pages wait for an admin to approve them. On Settings, Knowledge, a page that waits is marked Waiting for you. Approve it in the console: press Advanced, then Open the console for this agent. See The Knowledge page.

Terry says my AI allowance is used up. What now?

It resets on the first of next month. Templates and messages you write yourself still send. An admin can add credits for this month under Settings, AI and credits. See Credits and AI allowances.

How do I see how many credits are left?

Open Settings, AI and credits. The This month card shows the workspace total, your own allowances and the day they reset.

I get too many emails from Terry.

Open Settings, Notifications, or choose Notifications from your menu at the top right. Press Edit on Where alerts go and untick what you do not need in the Your email step. It changes only your own email. See Notifications.

Can Claude send an email without asking me?

No. Claude shows you the exact words first, and sends only after you say send in the chat. See What Claude can and cannot do.

A prospect wants to talk to a person. How do I take over?

Press Grab on the conversation in the Inbox, then press Hand to me. Terry introduces you, copies you, and stops writing to them. See Share and hand over people.

Does changing the agent fix drafts already waiting?

No. Changes apply to new drafts. Drafts already waiting for approval keep their words.

In Classic

• Team: Settings, Team, Invite user, and Resend invite on the person's row.
• Consent: Edit consent on Prospects.
• Knowledge: look for waiting for approval at the top of the Knowledge page.
• Credits: Settings, AI provider, or the AI this month card on Settings.
• Notifications: Settings, Notifications, the Email you column.