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Wapto documentation

Teams & Agents

Welcome to WAPTO!

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Role-Based Access Control (RBAC)

The Teams Management feature allows you to define granular permission blueprints. Once a team is created, it can be assigned to multiple agents to instantly define their platform access levels.

Access Control
Limit module visibility based on team goals.
Team Segmentation
Organize agents into Sales, Support, or Marketing.
Blueprint Utility
Teams serve as the template for agent permissions.

End-to-End Teams Configuration Flow

Follow these steps to create a new team and define its operational scope within the Wapto platform.

Navigate to Teams: Access the Teams module from the primary sidebar navigation.
Initiate Creation: Click the + Create New Team button at the top right of the dashboard.
Define Identity: Enter a professional Team Name and set the Status to Active to ensure visibility.
Assign Permissions: Configure granular access across all system modules, including:
  • Chat & Inbox: Control message visibility and replies.
  • Automation & Flows: Manage the Automation Builder and keywords.
  • Media & Tools: Access settings for Media Library, Tags, and API Keys.
  • AI Models: Toggle permissions for AI Agents and Prompts.
Finalize & Save: Review your configuration and click Create Team to commit the changes.

Applying Teams to Agents

Once your teams are established, you can link them to individual agents during the Agent Creation process. By selecting a team from the dropdown menu, the agent automatically inherits all the permissions defined in that team's blueprint, ensuring consistent access control across your entire support ecosystem.

Inheritance Logic & Use Cases

Sales Role Logic

Access Blueprint: Automation Flows Only

Sales Agents inherit the ability to see the Automation Builder but are restricted from the Chat Inbox or Media Library to maintain privacy.

Support Role Logic

Access Blueprint: Chat & Media Library Only

Support agents inherit interaction permissions but remain restricted from modifying automation flows or system configurations.

Managing Teams & Agents

Edit Team

Update names or re-configure permissions on the fly.

Delete Team

Remove unused roles to keep the structure clean.

Update Agent

Re-assign agents to different teams as roles change.

Deactivate

Instantly restrict platform access without deleting data.

Best Practices
  • Core Roles: Base teams on functional departments (Sales, Marketing, Support).
  • Regular Audits: Review permission sets quarterly to ensure security alignment.
  • Role Separation: Avoid giving full admin access to every team member.
Troubleshooting Guide

Agent Cannot Access Module: Check if the team permissions include 'View' rights for that specific module.

Agent Missing: Ensure the agent has been correctly assigned to an 'Active' team.