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Team & roles

Bring the whole team in.
Show each one only what they need.

Invite colleagues or an outsourced team, decide what each person can see and do, and let AskCub hand out new conversations fairly. Cubby works alongside them as the first line.

Invite my team, free
  • Agent-only role never sees analytics
  • Switch-by-switch permissions
  • Changes apply instantly
11
separate permission settings
2
routing modes: lowest load or round robin
5
default concurrent chats per agent (adjustable)
5
ways to be notified, from desktop to webhook
Why it matters

Grow the team without losing control

Support teams change: a new hire, an agency for the night shift, a specialist for one product line. AskCub keeps access tight and the workload even as people come and go.

Least access by default

Agent-only teammates work in the inbox and never see your website analytics. Every extra ability is a switch you turn on.

Agent-onlyPer-permission

Fair, automatic routing

New chats go to the agent with the lowest load, or in turn. Busy agents are skipped; a full team builds a shared queue.

Lowest loadRound robinQueue

Clean hand-offs

Transfer a chat with a private note for the next agent. The visitor sees one short system line, not your internal discussion.

TransferPrivate note
01Profiles

A real name and face for every agent

Each agent sets the name visitors see, a photo and a short signature. Visitors know who they are talking to; your team keeps their personal accounts private.

  • Display name and avatar shown to visitors
  • Signature line, such as “Pre-sales · English & Deutsch”
  • Cubby has its own name and avatar, clearly marked as AI
  • Personal and site-wide canned replies
Sample data
02Roles

The agent-only role: the inbox, and nothing else

Made for support staff and outsourced teams. They answer visitors in the inbox; your website analytics stay closed to them on every screen. Then you switch on exactly the extras each person needs.

  • Conversation scope: assigned to them (and unassigned), or everyone’s
  • Visitor context card, live visitors and proactive messages
  • Manage site-wide canned replies and stickers
  • Export, delete, ban visitors, delete any message (logged)
  • Broadcast, and reports: hidden, own numbers or the whole team

Owners, admins and analysts always have full agent abilities; switches apply to the agent-only role.

03Routing

New chats, shared out fairly

Turn on auto-assignment and every new conversation goes to an online agent — the one with the lowest load, or simply the next in turn. When everyone is full, chats wait in the unassigned queue for the first free hand.

  • Lowest load (recommended) or round robin
  • Maximum concurrent chats per agent — 5 by default, or unlimited
  • If the owner goes offline with unread messages, the chat returns to the queue after the time you set
  • Waiting more than 2 minutes turns red in the queue
04Transfer

Pass a conversation on, with the context

Pick a colleague, add a private note about where things stand, and transfer. The next agent sees the whole thread and your note; the visitor sees a single line saying someone new has joined.

  • See each colleague’s current load before you choose
  • Private transfer note — only the recipient sees it
  • Offline colleagues get it when they come back (you are asked first)
  • Transfers in and out appear in the agent report
Transfer conversation

Choose a colleague to continue. Your note is private.

Transfer to
Leo2 chats
Minaoffline
Note (optional)
Wants 40 shirts for an event, asked about 15% bulk discount. Quote sent, waiting on sizes.
CancelTransfer
Sample data
05Notifications

Never miss a new conversation

Desktop notifications with sound and an unread count in the browser tab while the inbox is open. Away from the desk? Send new conversations and offline messages to the tools your team already uses.

  • Desktop notifications and sound, per agent
  • Unread count in the browser tab, across every page of the dashboard
  • WeCom, DingTalk and Feishu group notifications
  • Webhook for your own systems
3(3) Inbox · AskCub
Sound on
New conversation · /checkoutnow

Mia: The promo code SPRING10 keeps saying invalid…

OpenLater
Sample data
Desktop

On the agent’s computer, with sound.

WeCom

Posts to a WeCom group.

DingTalk

Posts to a DingTalk group.

Feishu

Posts to a Feishu group.

Webhook

Sends conversation events to your URL.

Plans

Seats on every plan

Start with one seat for free. Add more seats as the team grows.

PlanAgent seatsConversations / month
Free1100
Pro31,000
VIP 1105,000
VIP 25020,000

Cubby does not take a seat. Limits come from the live plan configuration.

FAQ

Questions about teams

Does Cubby count as an agent seat?
No. Seats are for people. Cubby answers on its own, within your monthly AI answers.
Can an outsourced team work without seeing our data?
Yes. Give them the agent-only role: they work in the inbox only, and you choose whether they can see visitor context, reports or other conversations.
How are new conversations assigned?
With auto-assignment on, to the online agent with the lowest load or in turn. If everyone is at their maximum, the conversation waits in the unassigned queue.
What does the visitor see when I transfer?
A short system line that a colleague has joined. Your transfer note is private.
Can agents use the inbox on a phone?
Yes. Add the dashboard to your phone’s home screen and allow notifications — new conversations, transfers and offline messages are pushed to the device.

Bring your team in.
Keep your data close.

One seat on the free plan; more as you grow.

Start free