What's the difference between a team member and a collaborator?

A member logs into the platform: they see chats, get notifications and step in when the AI transfers a case to them. A collaborator doesn't access the system: they're created so the AI can schedule appointments based on their availability, so they don't need an account. And if you want to add more members, seats are unlimited and free on all plans.

What access roles are there?

ADMIN with full control including billing; EDITOR who edits flows, memories, catalog and tags without touching billing; and COLLABORATOR who only sees the chat, replies and manages their assigned tags.

Can I keep one location from seeing another's chats?

Yes. If you have several lines in the same TBit, from Business and Team you define which lines each person sees. A location's team only sees its own conversations; the administrator sees them all and can filter by line.

Help center

Team and collaborators in TBit

Invite your team to TBit, assign permissions by role and control which lines and conversations each person sees.

Published on July 31, 2026Updated on October 12, 20265 min read

Define who handles what, with which permissions and at which hours. There are two types of profiles: team members (with access to the platform) and collaborators (who the AI schedules but who don't access the system).

Go to Settings → Business / Team.

Team members

Users with direct access: they log in, see chats, get notifications and step in when the AI transfers a case to them. You can invite as many people as you need: seats are unlimited and free on all plans. Click Invite member and choose the role:

ADMIN: full control (AI, prompt, metrics, billing, members).
EDITOR: edits flows, memories, catalog and tags; no access to billing or critical settings.
COLLABORATOR: only sees the chat, replies and manages assigned tags; can't change settings.

Invite member and assign their access role.

Visibility by line or location

If you have several WhatsApp lines in the same TBit (for example, two locations), from Business / Team you define which lines each person can see. That way, a location's team only sees its own conversations and not the other's, avoiding mix-ups between advisors working on commission. As administrator, you can see all lines and filter by each one.

Collaborators

A team member doesn't log in to the system: they're created so the AI can assign them appointments based on their availability. Define their profile (name, email to sync their calendar, bio), their status (active/inactive), the services they handle and their hours per day. When you save, the AI checks their availability in real time when a customer books.

Team member card: profile, services they handle and hours.