Roles
Each person has one of three roles.
In more detail:
Agents see admin-only pages and settings read-only, without the buttons. The Get started checklist in the sidebar is for owners and admins only.
Your own role shows in Settings → General (“Owners and admins change workspace settings; agents answer chats.”).
Invite a teammate
1
Open Settings → Team
Open Settings from the account menu at the bottom of the sidebar (or press
g then s), then Team. Owners and admins see an Invite people card.2
Pick a role and create the link
Choose Agent or, if you’re the owner, Admin. Press Create invite link.
3
Send the link
The link appears once, with Copy: “Send this link to the person you’re inviting. It’s shown only once.” Send it however you like (chat, email). The desk doesn’t send it for you.
4
They join
They open the link and see Join <your workspace>, “You’ve been invited as an agent.” (or an admin). They enter their name and email and press Create passkey and join. Their browser or password manager creates a passkey, and they’re signed in.Someone who already has an account on this desk (in another workspace) presses Join as <their name> if they’re signed in, or Sign in to join under the form. The workspace is added to their workspace menu; no new passkey.
Change a role or remove someone
The Members card lists everyone with their email. For people below your role, it shows a role menu and Remove:- The owner can switch anyone between agent and admin, and remove admins and agents.
- Admins can manage agents only.
- Everyone else’s role shows as a label.
Passkeys
Each person manages their own passkeys in Settings → Passkeys (Your passkeys).- Add passkey registers another one, for example on your phone or a second computer. Add at least one more so you can’t get locked out.
- Each passkey shows when it was added and last used. synced means your passkey provider backs it up and syncs it across your devices (iCloud Keychain, Google Password Manager, 1Password and similar).
- Remove deletes a passkey. You can’t remove your only passkey: add another one first.
Settings overview
Settings opens as a dialog over the page you were on. Each section has its own address (/settings/<section>), so you can link to it. The Theme switch at the bottom of its menu cycles between system, light and dark.
The chat widget’s look and install snippet are on the Chat widget page, not in Settings. Your API tokens for the
jun CLI and your own AI are on the MCP page in the sidebar. See MCP. See Appearance and Install.
You can also jump to any settings section from the command palette (Ctrl K): type its name, for example Settings: Team.
Workspaces
One desk can run several websites or products. Each one is a workspace with its own chat widget and widget key, inbox, AI agent and settings, knowledge, team, API tokens and notifications. Nothing is shared between them except the desk itself: its address, its Worker secrets (such asJUN_SECRET_* keys, GITHUB_TOKEN) and the setup token.
- Switch: the workspace’s name at the top of the sidebar opens a menu with your workspaces. Pick one to open it.
- Addresses: every page lives under its workspace,
/w/<workspace>/…(for example/w/acme/inboxor/w/acme/settings/team), so each browser tab stays on its own workspace and a copied link opens the right one. The<workspace>part comes from the name when the workspace is made and stays the same when you rename it. Addresses in these docs like/agentor/settings/aiare the part after it; typed without it, they open in the workspace you used last. - Create: owners see New workspace in that menu. Give it a name; you’re its owner, and it opens on Get started to add its docs, set up its AI and install its widget on its website.
- Rename: Settings → General → Workspace (owners and admins). Customers see the name until the chat widget has its own.
- Delete: Settings → General → Delete workspace (owners). Type its name to confirm. It deletes the workspace’s conversations, contacts, knowledge, AI agent, widget and API tokens for good, and its widget stops working on your website. Teammates who were only in that workspace lose their account. You can’t delete your only workspace.
jun CLI and your own AI over MCP work on that workspace. Make a token in each workspace you want to reach.
Next steps
The inbox
Where your team answers chats.
First sign-in
The owner account, the setup token and recovery.