Overview
Agents in SalesMind AI can include multiple teammates. Each teammate is assigned a role that defines their permissions. Roles ensure secure collaboration by controlling who can create, edit, or delete critical items.
Roles Explained
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Member
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Can create and read campaigns, lists, and conversations.
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Cannot delete items.
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Admin
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Has full access to create, read, and delete campaigns, lists, and accounts.
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Responsible for managing members and high-level settings.
Identifying Message Authors
Each member has their own version of SalesMind AI, including separate campaigns. When viewing the inbox, you can see:
- Sender name: Shows who validated or sent the message.
- AI actions: If AI assisted in messaging, you’ll see tags like Reply by Autopilot Nurturing.
- Human validation: If a teammate manually validated a draft, their name is attached to the message.
This ensures clarity on whether the message came from a teammate or from the AI system.
Key Takeaways
- Members can’t delete; Admins can.
- Each user has their own campaigns and inbox activity.
- Messages clearly show whether they were handled by AI (Autopilot/Copilot) or by a human.
Learn more about inviting a team member to your agent here.
Happy Prospecting!