Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.asistian.com/llms.txt

Use this file to discover all available pages before exploring further.

Asistian is built for teams. Every plan includes multiple user seats so your colleagues can respond to messages, manage contacts, and close deals together — all from the same unified inbox. Roles give you control over what each person can see and do within the platform.

​
User roles

Asistian has three roles. Assign each team member the role that matches their responsibilities.

Administrator

Full access to all settings, channels, billing, integrations, and user management. Assign this role to the business owner or the person responsible for configuring the platform.

Manager

Can manage conversations, assign agents, view reports, and configure inboxes and labels. Suitable for team leads and supervisors who need operational control without access to billing or account settings.

Agent

Can view and reply to conversations assigned to them, use quick-reply templates, leave internal notes, and update contact records. The standard role for sales representatives and customer support staff.

​
Inviting team members

1

Open team settings

Go to Settings → Team and click Invite member.
2

Enter their email address

Type the email address of the person you want to invite. They will receive an email with a link to set up their account.
3

Assign a role

Select the appropriate role — Administrator, Manager, or Agent — before sending the invitation.
4

Confirm the invitation

Click Send invite. The new team member appears in your team list as pending until they accept the invitation and complete registration.
New team members can sign up at https://app.asistian.com/register if they receive an invitation link.

​
Assigning conversations to agents

Any conversation in the unified inbox can be assigned to a specific team member. Assignments make it clear who is responsible and prevent two agents from replying to the same customer at the same time. To assign a conversation, open it and use the Assign to control in the conversation detail panel. Select the agent from the list of available team members. The assigned agent receives a notification and the conversation appears in their queue. Managers and Administrators can reassign conversations at any time — for example, when escalating a complaint or redistributing workload.
Use conversation assignment to route high-value leads directly to your best sales agents. When your AI assistant qualifies a prospect as ready to buy, assign the conversation to the right person immediately so nothing falls through the cracks.

​
User limits by plan

Each plan includes a set number of user seats. All seats have full access to the unified inbox and their assigned conversations.
3 users included.Suited to small teams or solo operators who need one or two collaborators.

​
Managing existing team members

Administrators can change a team member’s role or remove them from the platform at any time from Settings → Team. Removing a user immediately revokes their access. Any conversations previously assigned to them remain in the inbox and can be reassigned.