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Everything here lives under Team and Workspace in the sidebar, and is for agency owners and managers.

Invite your team

Go to Team → Members & Settings and send an invitation to each colleague’s work email. They sign in with that address and land straight in the chat. Each member takes a seat. Seats are what you’re billed for, so remove people who’ve left to free theirs up.
Invitations go to one person at a time, to the address you enter. If someone doesn’t receive one, ask them to check their spam folder before you resend.

Organisation settings

Also under Team → Members & Settings:
  • Your organisation’s details and branding
  • Who can see what
  • Seat count and usage

Keep an eye on client conversations

Team → Conversations shows your team’s chats, so a manager can see how briefs are being handled, pick up an enquiry when someone’s away, and share what good looks like.

Search insights

Analytics → Search Insights shows what your team and your clients are actually looking for:
  • Search volume over time, and which days are busiest
  • The most searched regions, cruise lines and ports
  • Demand by country
  • Which members are most active
Useful beyond the ops report: if Norwegian fjords searches spike in February, that’s your next campaign, and a conversation to have with the line.

A cruise assistant on your own website

Workspace → Widgets puts a Widgety assistant on your agency’s site, so visitors can search cruises and hand over to your team. You’ll find the install snippet for your web developer, a domain allowlist so it only runs on your sites, and a preview to check it before it goes live.
Website widgets aren’t switched on for every plan. If the page shows the feature as unavailable, speak to your account manager.

Next: plans and billing