Everything in polite.ai belongs to your organisation — one workspace with one credit balance, one plan, and one set of agents, numbers and knowledge that the whole team works on together. Roles decide who can manage it and who works within it.
Inviting teammates
The Team section lists every member with their status and role. Admins see an Invite button.
Enter their email, pick a role — you can only assign roles up to your own — and press Send invite.
Your colleague completes their account setup — a password, or Google where offered — and lands in the workspace with the role you gave them.
You can follow progress on the Users page, which lists everyone in the workspace with their current status.
Roles: owner, admin, member
- Owner — the person who set up the workspace. Full control of the product: building agents, buying numbers, managing knowledge, connecting Google Workspace or Microsoft 365, and approving the tools each agent team may use.
- Admin — runs the workspace day to day: everything an owner can do, plus inviting and managing users and renaming the organisation.
- Member — works with what the team has built: sees every agent, tries them out, and inspects calls and usage, without the build or management powers. Where an approval is needed — say a team that wants calendar tools — members see a note asking an admin to grant it.
Approvals for what agents may do on your behalf — integration tools, calendar booking, team email — are owner/admin only, and that's enforced on the server, not just hidden in the interface.
User statuses
Each person on the Users page carries a status:
- Provisional — signed up but awaiting approval; they can't sign in yet.
- Invited — an invite has been sent and is waiting to be completed.
- Active — a normal, working account.
Admins can also suspend or deactivate an account from the same page when someone leaves — their access ends, everything they built stays.
Per-user limits
Opening a user's row on the Users page lets an admin tune what that person can do beyond their role: a per-user agent limit (blank means unlimited) and the set of allowed models they can build with. These sit on top of the organisation's own baseline, so you can, for example, let one power user try every model while everyone else gets the curated default list.
Team email goes to verified members only
Agents can email a summary of captured details to your team — but only ever from a polite.ai address, and only to organisation members whose email addresses are verified. Callers can never add recipients, and neither can the AI. Sending from your own domain is coming soon.
The recipient list is snapshotted when the tool is approved, so after your team changes, re-approve team email on the relevant teams to pick up the new members.