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Add Your Team

Invite colleagues to your LeadPattern workspace and give them roles so everyone can work the shared WhatsApp inbox together.

1 min readUpdated Oct 5, 2026

LeadPattern is built for teams, so the next step is inviting the people who'll handle conversations. Each person gets their own login and a role that controls what they can do.

Invite your team

1

Open Team

Go to Team in the sidebar.

2

Invite members

Choose Invite, enter each person's details, and pick a role (for example Agent for front-line replies or Manager for broader access).

3

They join

Once invitees accept and sign in, they appear in your team list and can be assigned conversations.

Full details, including custom roles, are in the Teams section:

What's next

Send your first messageOpen the inbox and reply to a customer.

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