Admin and team

Invite members, choose what they can do, set up your lists and fields, set up Mesy AI and see which add-ons you have. Most of it is for admins and managers. Members see their own history under My Activity. See See who changed what.

• Invite members and set rolesInvite people to your workspace, choose what each person can manage, remove leavers, require two-factor authentication and decide who sees whose records.
• Design your dataChoose the kinds of records Mesy keeps, the fields on each one and the stages in each pipeline.
• Set up the AIChoose the AI model your workspace runs on, check the monthly allowance, read AI usage and decide what Mesy AI may do without asking.
• Workspace settings, channels and email templatesConnect the WhatsApp numbers, Telegram bot, Facebook Page and shared mailboxes your team uses, write email templates and change workspace settings.
• Add-onsCheck which add-ons your business has, ask Mesy for a new one, and learn what each one adds.
• Fill in your Business ProfileDescribe your business once, write down answers to common customer questions, and see your channels and team in one place.
• See who changed whatLook back at what you and your team did in Mesy, filter the history, and undo a change Mesy AI made.