Everything in polite.ai belongs to the organisation — one workspace with one credit balance, one plan, and one set of agents, numbers and knowledge that the whole team works on together.
Inviting teammates
The Team section lists every member with their status and role. Admins see an Invite button.
Enter their email and pick a role — only roles up to the inviter's own can be assigned.
The colleague completes account setup — a password, or Google where offered — and lands in the workspace with the assigned role.
Completing an invite also verifies the member's email address — the invite arrived at that address — so the member qualifies for team email straight away.
Roles: owner, admin, member
- Owner — the person who set up the workspace. Full control: building agents, buying numbers, managing knowledge, connecting Google Workspace or Microsoft 365, and approving the tools each agent team may use.
- Admin — everything an owner can do, plus inviting and managing users and renaming the organisation.
- Member — works with what the team has built: sees every agent, tries them out, and inspects calls and usage, without the build or management powers. Where an approval is needed, members see a note asking an admin.
Approvals for what agents may do on the organisation's behalf — integration tools, calendar booking, team email — are owner/admin only, enforced on the server, not just hidden in the interface.
The Users page
Each person carries a status: Provisional (signed up, awaiting approval), Invited (an invite is waiting to be completed), or Active. Admins can suspend or deactivate an account when someone leaves — their access ends, everything they built stays.
Opening a user's row lets an admin tune what that person can do beyond their role: a per-user agent limit, and the set of allowed models they can build with.
Team email goes to verified members only
Agents can email a summary of captured details to the team — but only ever from a polite.ai address, and only to organisation members whose email addresses are verified. Callers can never add recipients, and neither can the AI. Sending from an organisation's own domain is coming soon.
The recipient list is snapshotted when the tool is approved, so after the team changes, team email needs re-approving on the relevant teams to pick up new members.