In Zapier Chatbots, you can invite members or teams of your Zapier account to manage your chatbot as editors. You can also invite them with view-only access.
NoteZapier 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.
BetaThis 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
You can invite members with two roles:
| Role | Permissions |
|---|---|
| Editor | Can change all settings of a chatbot, see past sessions, and analytics. They are not allowed to delete the chatbot or change its owner. |
| View only |
Can see the chatbot configuration, past sessions, and analytics. Viewers cannot edit or share the chatbot, but they can duplicate it and interact with the chatbot preview.
|
Learn how to change a chatbot's ownership.
Connected assets
Editors can connect assets to a chatbot. Any assets connected 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 Zapier Chatbots 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.
Share access to your chatbot
You can grant access to a specific member, a team, or your entire Zapier account.
Invite a member or team
To invite a member or team:
- From the Chatbots home, click the name of the chatbot.
- In the next screen, click the Share button on the top right. A dialog box will open.
- In the Add member or team search box, search for and select the Zapier member or team. You can search by name or email address.
- In the role dropdown, select a role:
- Editor
- View only
- Click Share. The member will be added to the list.
Repeat the steps above to add another member or team.
Invite the whole account
You can grant the same level of access to every member on your Zapier account at once. If you then give specific members or teams a different access level, they will retain the highest available access.
- From the Chatbots home, click the name of the chatbot.
- In the next screen, click the Share button on the top right. A dialog box will open.
- Click the dropdown menu beside the row 'Anyone at <account name>' and select:
- Editor
- View only
- No access (default)
I cannot find a team member
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 a member
- 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.