ProLine

Managing your ProLine team members and phone numbers using the Manage Team page.

Manage Team: Overview

This article walks you through how to add a new team member to your ProLine account and configure all of their settings.

Manage Team: Adding New Team Member

This guide walks you through your options for removing or replacing a team member, including how to disable access, handle their ProLine number, and adjust your billing.

Manage Team: Removing or Replacing Team Member

This article explains the difference between ProLine's two user types and how to choose the right one for each team member.

Manage Team: User Types

This guide walks you through how to add a new AI Agent, customize their persona, assign them to locations, configure their voice and number.

Manage Team: AI Agents – Adding Agents

This article will guide you through every section within the AI Agent Scheduling Settings section.

Manage Team: AI Agents – Scheduling Settings

This article walks you through the setup of commission structures and the settings available for accurate compensation tracking.

Manage Team: Commission

This guide will walk you through what permission profiles are, how to create/customize them and how they function in your Proline account.

Manage Team: Permission Profiles

This guide explains how profile switching works, who can access it, and how to configure access for team members beyond admins.

Manage Team: Switching Between Team Member Profiles

Laura Acosta

Manage Team

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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