How-to: Smart Chat Team
With the SmartChat Team Function, you can access the SmartChats of other users, such as team members or clients.
This allows you to manage messages, draft responses, and control chats without having to log in directly to their CompLeadly or LinkedIn accounts.
Requirements for Use
To access another user’s SmartChats, you first need to create a team in CompLeadly and add users. You will need the user ID and email address of the other CompLeadly user.
Create a Team and Invite Users
Create a team:
- Go to Team Management
- Click “Add New Team”
- Assign a name to the team (e.g., “Support Team”)
Add users:
- Click “Invite Users”
- Enter the user ID and email address of the other CompLeadly user
- If both details are correct, the user’s profile will be displayed
Set access permissions:
- Viewer mode: The user can only read SmartChats
- Editor mode: The user can edit messages and draft responses
Send an invitation:
- The invited user will receive a request in Team Management
- The invitation can be accepted or declined
User Management and Access to SmartChats
Once the invitation is accepted, you can manage the team in Team Management:
- Manage members
- Update status
- Remove users
Once a user is part of the team, you can select them in the SmartChat Team Overview and access their SmartChat. You will see all chat messages and contacts as if you were directly in their CompLeadly profile.
Support
If you have any questions about the SmartChat Team Function, feel free to contact support via the Support Button in CompLeadly.