Teams & Members

Collaboration is at the heart of Querlo Studio. You can invite team members to work together on chatbots, knowledge bases, and customer interactions.

Team Settings Overview

To manage your team, click the Settings entry in the sidebar menu. The Team Settings modal provides a centralized view of your team's health and configuration.

Preferences Tab

In the Preferences section, you can:

• Change Team Name: Update the branding of your current workspace.
• View Plan Limits: Monitor your current usage against your plan's caps, including:
  • Seats Used: The number of members currently in your team.
  • Sessions Used: Total chat interactions for the current period.
  • LLM Credits: Usage of AI generation credits.

Managing Members

The Members tab is where you control who has access to your workspace.

• Role Management: Every team member is assigned a role (e.g., Admin, Editor), determining their level of access to the Studio's features.
• Invitations: Click the + Invite more members button to add new collaborators via email.
• Member Limits: Note that every team comes with a limited number of seats (members) based on your current plan. If you reach your limit, you may need to upgrade your seat count or remove inactive members to add new ones.

Effective member management ensures your team stays agile while maintaining strict control over your conversational assets.