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Team Management

ClosedLoop AI organizes everything around teams (workspaces). Each team has its own integrations, product intelligence, and billing. Your entire team gets access to the same autonomous insights, opportunities, and customer intelligence.

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Roles & Permissions

Every team member has one of three roles:
PermissionOwnerAdminMember
View insights & intelligenceYesYesYes
View analyticsYesYesYes
Manage integrationsYesYesNo
Manage billingYesYesNo
Manage membersYesYesNo
Manage team settingsYesYesNo
Transfer ownershipYesNoNo
Admins have nearly identical permissions to owners. The key difference is that only the owner can transfer team ownership.

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Granular Permissions

Members can be granted specific permissions beyond their default role:
  • can_manage_integrations — Connect and configure data sources
  • can_manage_billing — View and manage subscription and billing
  • can_manage_members — Invite, remove, and change roles of team members
  • can_manage_team_settings — Rename workspace, edit slug, configure settings
  • can_view_analytics — Access analytics dashboards (enabled by default for all roles)
Use granular permissions to give specific members access without promoting them to admin. For example, grant can_manage_integrations to a team lead who manages your data sources.

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Inviting Members

  1. Go to Settings → Team → Members
  2. Click Invite Member
  3. Enter the email address
  4. Select a role: Member, Admin, or Owner
  5. Optionally add a personal message
  6. Optionally override default permissions for the role
  7. Click Send Invitation
The invitee receives an email with a link to accept. The invitation expires after 7 days.
Resend: Click the resend button next to a pending invitation. This generates a new token and extends the expiration by 7 days. Resends are limited to 3 per email per day.Cancel: Click cancel to revoke a pending invitation. The invitation link becomes invalid immediately.

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Managing Members

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Change a Member’s Role

  1. Go to Settings → Team → Members
  2. Click the role dropdown next to the member
  3. Select the new role
  4. Confirm the change
Changing a member’s role resets their permissions to the new role’s defaults. Any custom granular permissions will be overwritten.

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Remove a Member

  1. Go to Settings → Team → Members
  2. Click Remove next to the member
  3. Confirm removal
Removed members immediately lose access to the team’s data and integrations.

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Update Granular Permissions

  1. Go to Settings → Team → Members
  2. Click the permissions icon next to a member
  3. Toggle individual permissions on or off
  4. Save changes

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Ownership Transfer

Transferring ownership gives another member full control of the team, including billing and the ability to delete the workspace.
  1. Go to Settings → Team → Members
  2. Click Transfer Ownership next to the member you want to promote
  3. Verify your identity:
    • If 2FA is enabled: Enter your TOTP code
    • If password login: Enter your password
    • If SSO-only: Confirm via email link (expires in 1 hour)
  4. The transfer completes — you become an admin, and the new owner gains full control
Ownership transfer is a significant action. The new owner gains full control including billing management. You will be demoted to admin.

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Team Settings

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Workspace Name & Slug

  • Name — The display name for your team (visible in the dashboard and emails)
  • Slug — The URL-friendly identifier for your workspace
To update: go to Settings → Team and edit the name or slug.

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Website & Vendor Domains

Your team’s website URL is used for:
  • AI context — Helps the AI understand your product for better analysis
  • Internal domain detection — Identifies internal vs. external participants in meetings and calls
  • Vendor domain list — Automatically extracted from your website URL
To update: go to Settings → Team → Website.

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Company Settings

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Domains

Configure your company’s email domains to help ClosedLoop AI distinguish internal team members from external customers in conversation data.

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Competitors

Track your competitive landscape:
  • Add competitor companies and their products
  • Include product website URLs and descriptions
  • Specify why each company is a direct competitor
  • ClosedLoop AI uses this data to identify competitive mentions in customer conversations
To manage: go to Settings → Company → Competitors.

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AI Context

Customize how ClosedLoop AI analyzes your data:
  • Strategy — High-level product strategy context for the AI
  • Ignore list — Topics or keywords the AI should disregard
  • Custom instructions — Specific analysis instructions for your use case
To configure: go to Settings → Company → AI Context.

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Customer Segments

Create custom segments to categorize your customers:
  • Name — Segment label (e.g., “Enterprise”, “Trial users”)
  • Color — Visual identifier in the dashboard
  • Rules — Filter criteria (AND/OR logic)
  • Description — What this segment represents
Segments help you filter insights and opportunities by customer type, making it easier to prioritize product decisions. To manage: go to Settings → Company → Segments.

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Plan Types

PlanDescription
Free100,000 credits/month, basic features
StarterHigher credit limits, additional integrations
ProAdvanced analytics, priority processing
EnterpriseCustom limits, dedicated support, SLA

Manage Your Team

Invite members and configure your workspace settings