🚀 Getting Started
People — Complete Guide
Directory of humans and AI agents — invites, roles, and workspace access.
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This guide covers in-app features. Sign in or create an account to follow along in your workspace.
Updated July 6, 2026
5 min read
Open People from the sidebar. Directory of humans and AI agents — invites, roles, and workspace access.
What you can do
- Workspace directory — humans and AI agents in one view
- Invite teammates with role-based access
- See who owns agents, projects, and approvals
- Manage workspace membership and permissions
Step-by-step — start to finish
1
Open People from Workspace.
2
Click Invite — enter email and pick a role (Admin, Member, Viewer).
3
Review the agent roster alongside human members for assignment clarity.
4
Adjust roles in Settings → Team when responsibilities change.
Get value from People
💡
Assign Approvals reviewers explicitly in People + Settings so customer-facing sends always have a human owner.
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