Invite team members to manage your chatbot – Zendesk

In Zapier Chatbots, you can invite members or teams of your Zapier account to manage your chatbot as editors.

Note

Zapier is rolling out a new way of viewing and managing all assets in your account. It is being rolled out to users in stages through the end of 2025. In the new experience, you can also manage your chatbot from the Assets page. If you do not see the new design, your account has not been migrated to the new experience yet. You can continue to refer to this guide for chatbot management.

Beta

This product is in open beta. It’s available for use but still in active development and may change.

Available on plans:

Free

Pro

Team

Enterprise

Prerequisites

To invite others to manage a chatbot:

You must be a Zapier user on a Teams or Enterprise plan.
The members you want to add must be within the same Zapier account.

Learn more about Zapier pricing plans.

Chatbots permissions

Members you invite will have the role of "Editor." As editors, they can change all settings of a chatbot. They are not allowed to delete the chatbot or change its owner. Learn how to change a chatbot's ownership.

Connected assets

Any assets connected to a chatbot by an editor, such as Zaps, knowledge sources, and app connections, must be shared with the owner to ensure the chatbot works properly. If an editor adds a knowledge source, the chatbot will act differently depending on the asset:

Tables: any Zapier table used as a knowledge source will be automatically shared with the chatbot owner.
Notion and Google Docs: the chatbot will ask the editor to share the app connection with the owner.

Invite a new editor or team

When you invite a member, they will only have access to that specific chatbot. To invite a member of your Zapier account as an editor:

From the Chatbots home, click the name of the chatbot.
In the next screen, click the Share button on the top right.
In the Editors tab, click the Add member or team search box and type the name or email address of the Zapier member or team.
Once you find the right person or team in the dropdown menu, click the name.
Click Share. The editor will be added to the list.

Repeat the steps above to add another editor.

I cannot find a team member in the dropdown menu

If you’re unable to find the person you’re looking for, they may not yet be part of your Zapier account:

Check if they appear on the Members page.
Ensure you're using their name or email as it appears in the Zapier account. If they do not appear on the Members page, you’ll need to invite them to your Zapier account.

Remove an editor

From the Chatbots home, click the name of the chatbot.
In the next screen, click the Share button on the top right.
Click the dropdown menu beside the member or team's name and select Remove access.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team.