Team & Workspace

As your chatbot operation grows, you'll need to organize work across teams and projects. Lumi's workspace and role system provides the structure to scale effectively.

Understanding Workspaces

Workspaces are isolated environments for organizing bots, conversations, and team members. Think of them as separate accounts under your organization—each workspace has its own widgets, knowledge bases, and conversations.

Creating Workspaces

Click the workspace dropdown in the top-left corner and select Create Workspace. Give it a name that reflects its purpose—"Customer Support", "Sales Team", "APAC Region", etc. Click Create and you'll be switched to the new workspace immediately.

The dashboard updates to show only resources belonging to this workspace. Any widgets you create, memories you add, or integrations you configure are scoped to the current workspace.

Switching Between Workspaces

Use the workspace dropdown to jump between workspaces. Your personal workspace is always available, and any team workspaces you've been invited to appear in the list.

Deleting Workspaces

Navigate to Workspace Settings and find Delete Workspace. You'll need to type the workspace name to confirm—this prevents accidental deletion. Be warned: deleting a workspace removes all widgets, conversations, memories, integrations, and team member associations. This action cannot be undone.

Team Roles

Lumi uses a three-tier permission system that balances security with collaboration.

Owner 👑

Every workspace has exactly one owner. This is the person who created the workspace or who received ownership through a transfer. Owners have complete control: they can manage billing, delete the workspace, invite and remove anyone (including admins), and transfer ownership to someone else.

Admin ⭐

Admins can do almost everything owners can, with two key restrictions: they cannot manage billing or delete the workspace. Admins can create, edit, and delete widgets, manage the knowledge base and integrations, and invite new members. They can remove members with lower permissions but cannot remove other admins or the owner.

Member 👤

Members can create and edit widgets, add memories to the knowledge base, and view conversations. They cannot delete widgets, manage integrations, invite new team members, or remove anyone from the workspace.

Inviting Team Members

From the Team Members page, click Invite Member. Enter the person's email address and select their role—either Admin or Member. You cannot create additional owners through invitation; ownership must be transferred explicitly.

Click Send Invitation and an email is dispatched immediately. The email contains an acceptance link valid for 7 days. If the recipient doesn't have a Lumi account, they'll be prompted to create one before accepting the invitation.

Pending Invitations

The Pending Invitations tab shows all outstanding invites with the email, role, who sent it, and when. You can resend an invitation if the original email was lost, or cancel it if you invited the wrong person or the role changed.

Invitations expire after 7 days. After expiration, you'll need to send a new invitation.

Managing Team Members

Viewing Members

The Team Members page lists everyone with access to the current workspace, showing their role, email address, and when they joined. The owner is always listed first with the crown icon.

Changing Roles

Only the owner can change roles. Click the role dropdown next to any member, select the new role, and confirm. Role changes take effect immediately—if you demote an admin to member, they immediately lose admin privileges.

Removing Members

Click the trash icon next to a member's name and confirm removal. They lose access instantly, but their work remains—any widgets they created or memories they added stay in the workspace. You can re-invite them later if needed.

Owners can remove anyone. Admins can remove members but not other admins or the owner.

Transferring Ownership

Ownership transfer is a serious action that changes billing responsibility and ultimate control of the workspace.

Navigate to Workspace Settings and find Transfer Ownership. Select a current member from the dropdown—you can only transfer to someone who's already in the workspace. Type the workspace name to confirm you understand what's happening, enter your password for additional verification, and confirm the transfer.

What Happens

The selected member becomes the new owner immediately. You are automatically demoted to admin role. Billing responsibility transfers to the new owner—their payment method will be charged for future renewals.

Important Limitations

You cannot undo a transfer yourself. The new owner would need to transfer ownership back to you. Choose carefully.

Billing and Team Size

Lumi uses per-user pricing, meaning every team member counts toward your monthly bill. This is fundamentally different from per-seat pricing—you're charged for your team size, not for individual feature access.

Pricing Calculation

If you're on the Pro plan at ฿599 per user per month and you have 3 team members (you plus two people you invited), your monthly bill is ฿599 × 3 = ฿1,797.

Prorated Charges

When you invite someone mid-billing cycle, they're added to your bill immediately on a prorated basis. If you remove someone, you receive a prorated credit. This ensures you only pay for the time each member had access.

Example

You subscribe to Pro on March 1st with just yourself (฿599). On March 15th, you invite two teammates. Your March bill would be ฿599 for the full month for yourself, plus approximately ฿299.50 each for the two new members (half the ฿599 monthly rate, since they joined halfway through).

In April, the full ฿1,797 charge applies since all three members were present for the entire month.

Workspace Limits by Plan

Different plans impose different constraints on workspaces and team size:

Free Plan One workspace (your personal workspace), no additional team members allowed.

Starter Plan One workspace, up to 3 total team members (including yourself).

Pro Plan Three workspaces, up to 10 total team members per workspace.

Enterprise Plan Unlimited workspaces, unlimited team members.

These limits are enforced when you try to create workspaces or invite members. If you're at your limit, you'll need to upgrade to add more.