What can your client see and do?
The read-only client role lets your client follow their prospecting: campaigns, prospects, statistics and conversations of their account, with the ability to test the AI and connect their AI assistant, without changing anything. The collaborator role adds action: replying in the inbox, adjusting settings, starting or pausing prospecting, importing prospects. You can also build custom rights.
Custom rights let you tick exactly what someone can do: a salesperson who only replies in the inbox, a client who adjusts their offer without starting prospecting.
Each person gets their own access, tied to the account you give them. They never see other clients, and billing stays with you. If you grant the right, they can also connect their own AI assistant, which only acts on that account.