Team Management
Manage operators, roles, live status, weekly availability, and routing-related team settings from the top-level Team area.
Team is a top-level dashboard area. Use it to invite members, edit roles, inspect operator status, and configure each operator's routing availability.
Roles
Convor's organization roles have different dashboard capabilities:
| Role | Operational areas | Automation | Organization management and billing |
|---|---|---|---|
| Admin | Read and write | Manage | Manage |
| Operator | Read and write | Manage | No access |
| Viewer | Read-only | No access | No access |
The server remains the security boundary for every action; hiding a dashboard route is not used as authorization by itself.
Invite team members
Open Team and choose Invite Team Member. Select the role appropriate for the person's work.
The equivalent API endpoint is:
curl -X POST https://api.convor.io/api/operators/invite \
-H "Authorization: Bearer convor_sk_xxx" \
-H "Content-Type: application/json" \
-d '{"email": "[email protected]", "role": "operator"}'Live status
Operators can use live availability states such as online, away, break, and offline. Routing evaluates operator state together with the operator's weekly schedule and capacity before assigning work automatically.
Weekly availability
Open Team, select an operator, and choose Edit. The Weekly Availability section lets you enable individual weekdays, set start/end times, and choose the timezone used for that operator's shift.
Weekly Availability is the schedule used by automatic routing. It is not the same as:
- Settings → Scheduling → Workspace business hours, which is used by SLA policies that count business hours only;
- AI Chatbot → Basics → Operating hours, which controls autonomous chatbot replies;
- the fixed appointment window exposed by the Scheduling API.
Conversation routing
The organization can use supported routing strategies such as round-robin, least-busy, or manual assignment. Department routing adds another layer for directing conversations to the appropriate group before an eligible operator is selected.
See Departments and the dashboard's routing controls for the current configuration available to your plan.
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Conversations
The conversations view is the central hub for your support team. It shows all active, pending, and resolved conversations in a unified inbox.
ActiveCampaign Integration
The ActiveCampaign integration syncs your email marketing and CRM data with Convor. When visitors start conversations, their contact information is synced to Ac