Skip to content
CognizyCognizyHelp
Sign in
First week in Cognizy

People, roles, and departments

Lesson 13 of 18 · Day 3 · AI rules and teamReading1 min

See the lessons

  1. Start here

  2. Day 1 · Teach your business and connect WhatsApp

  3. Day 2 · Knowledge base and testing

  4. Day 3 · AI rules and team

  5. Days 4 to 7 · Sales, content, and review

Users serve customers, sell, and use teams. Collaborators only use tasks, meetings, and Izy, and have their own allowance per plan.

  • Users serve customers, sell, and use teams. Collaborators only use tasks, meetings, and Izy, and have their own allowance per plan.
  • Roles: the owner manages the plan and billing; administrators configure the company and approve; everyone else works within the permissions they have.
  • Departments (Support, Sales, Finance…) receive the right conversations. Anyone in more than one chooses the active department in the account menu.
  • Permissions by department and person: starting with the Business plan.

Sign in with your Cognizy account to save your progress.

Sign in