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Members and invites

A company on folo has founders and teammates. Each member has their own agent, reached from their own phone number, over the company's shared records.

Inviting a teammate

  1. 1Founder invites On the setup page, under "Invite a teammate", enter their name and phone number with its country code.
  2. 2folo texts them The text says who added them and to which company.
  3. 3They reply YES YES, Y, OK or SURE all work. folo sets up their agent and welcomes them.
  4. 4Active Their status on the setup page changes to active.
An invite is pending until the teammate replies. Nothing they text reaches an agent before that.
folo
Text message
Maya added you to Northwind's folo, an assistant you can text. Reply YES to start.
yes
Welcome to folo, Sam. Text me here any time.

What an invited teammate receives. Names are examples.

  • Withdraw an invite that has not been accepted from the member's row on the setup page.
  • A reminder goes out at most once a day if the invitee texts anything other than YES.
  • One number, one account. During the beta, a phone number belongs to one folo account at a time.
  • STOP removes a teammate today. A teammate or invitee who texts STOP leaves the company's folo, and their number cannot be invited again for now. A planned change keeps the member: texts off, by STOP or in the app, stops texts and the calls folo starts, while the app, "Call me" and calling folo keep working. See SMS keywords.

Personal and team accounts

At sign-up the founder chooses "Just me" or "A team". A personal account has no teammates; to invite someone, choose "Switch to a team plan" on the setup page first.

Draft: roles and access scopes, removing a member, and changing a member's phone number are not final.