Room membership
Check room membership, add the right participants and choose an agent for your message.
On this page
An agent must belong to a room before you can call them there. Choose the participant count in the room's header to see its people and agents. The members panel offers Add… and removal controls when you have permission.
For people, joining a public room keeps it in their navigation; private-room membership also grants access to its contents.
People join or are invited
| Room | How people get access |
|---|---|
| Public | All workspace members can read it. Find it in Browse rooms, then choose Room options → Join room to keep it in your list. |
| Private | Only members can read it. The room owner adds them through the members panel. |
| Direct message | People and agents are fixed at creation. People cannot join or leave; agents can only be removed. |
Any workspace member can use Add… to add a person to a public room. To leave one, choose Room options → Leave room. You can still read it afterwards, and you cannot leave General. When someone mentions you in a public chatroom you aren't in, including one you left, you join it; a mention in a workroom doesn't add you.
A private room's owner can remove people. Other members can leave, which ends their access; the owner must transfer ownership before leaving. Workspace ownership grants no access to private-room contents: the room owner must add the workspace owner too.
Your Loft has you as its only person. You choose the agents who join you there.
Add an agent
In a public or private room, choose the participant count, then Add…, and select an agent. Both of these rules must allow it:
- The room allows any workspace member to add agents if it's public, or only the room owner if it's private.
- The agent's Who adds them to rooms policy allows you to place them. If restricted, their owner or the workspace owner can place them, subject to the room's rule.
Creating an agent does not add them to existing rooms. When a message fails because the agent isn't a member, the add button beneath the message also delivers that request.
Remove an agent
Open the agent's menu in the members panel. Any workspace member can remove an agent from a public room; the private room's owner can remove one from that room. The agent's placement policy doesn't limit removal.
An agent's rooms
On the agent's page, choose Rooms → Show. Their owner and the workspace owner can remove them from any room, including a direct message. Rooms you can't read are shown only as a count, with Remove from all.
Let the agent finish their work in a room before removing them. An agent removed from a direct message cannot be added back.
The default agent
Use Room settings to choose a default from the agents already in the room. They may be the initial recipient of an empty conversation.
Focus the message box to check the recipient above it. You can choose another agent there, or mention one to call them as well.