Invites and Joining a Switchboard

Invite people to a Switchboard, what the invite email says, accepting, expiry, revoking and re-sending, and creating a new Switchboard.

People join a Switchboard by invitation. An Admin sends an invite to an email address, the person opens the link in that email, and they're in. This page covers every step on both sides, plus creating a brand new Switchboard of your own.

Who can invite#

An Admin can send and revoke invites. Managers can see the Invitations list, but their Invite button is greyed out ("Ask an Admin for access") unless an Admin has given them the Invite people permission (see Permissions). A Manager with that permission can invite people as Managers only - inviting another Admin, and revoking invites, stay with Admins. An invite sent by a Manager stops working if that Manager loses the permission or leaves before it's accepted. See Members and roles for everything each role can do.

Sending an invite#

1
Open Settings > Switchboard > Invitations
Make sure the Switchboard you want to invite into is the one you're currently viewing - the invite always goes to the Switchboard on screen.
2
Click Invite
The Invite someone dialog opens.
3
Enter their email address
Type it in Email (for example teammate@company.com). It must be a valid email address, or you see "Enter a valid email address".
4
Pick a role
Choose Admin or Manager. Manager is selected by default.
5
Click Send invite
You see "Invite sent to" followed by the address, and the invite appears in the list as pending.

When an invite can't be sent#

What you see	Why	What to do
"That email is already a member" (AVX-2007)	That person is already in this Switchboard.	Nothing - they already have access. To change their role, see Changing someone's role.
"An invite is already pending for that email" (shown with AVX-2007)	There's already an open invite for that address.	Wait for them to accept, or revoke it and send a new one (see Re-sending an invite).
"Couldn't send that invite" (AVX-2006)	The invite couldn't be created - for example you're no longer an Admin of this Switchboard, or lots of invites were sent in a short time.	Wait a minute, check the address, and try again. If you're a Manager, ask an Admin to send it.

The invite email#

The person you invite gets a Team invite email. It says:

who invited them (your full name, or your email address if you haven't set a name),
which Switchboard it's for,
the role they're invited as (Admin or Manager),
a button that opens their personal invite link.

The link is personal to that invite, works once, and only for someone signed in with the invited address. The email is a mandatory service email - it can't be turned off. See Emails for every email Avox sends.

Accepting an invite#

The link opens the invite page on avox.com, titled Join followed by the Switchboard's name. It shows:

the Switchboard's name and Invited by with the inviter's name,
small avatars for the people already in the Switchboard (just shapes - no names or emails),
Your role, with what it means: Admin is "Full access - connections, billing, team and every setting", Manager is "Day-to-day work - inbox, templates, flows and automations",
For and the invited email address,
Invite open for, a countdown to when the invite expires.

What you do next depends on whether you're signed in:

Your situation	What the page offers
Not signed in, already have an Avox account	Sign in to accept. You come straight back to the invite after signing in.
Not signed in, new to Avox	New to Avox? Create your account. The invited address is filled in for you ("We'll fill in your address for you").
Signed in with the invited address	Accept invite. Under the button: "By accepting, you agree to the Terms of Service and Privacy Policy."
Signed in with a different address	"This invite is for another account", then Sign out and switch, which signs you out and opens sign-in with the invited address.

After Accept invite, the page shows Welcome to the Switchboard's name and "You've joined", then opens your dashboard a moment later. Go to dashboard takes you there straight away.

You must sign in with the exact address the invite was sent to, and that address must be confirmed. If it isn't confirmed yet you see "Confirm your email address before accepting an invite"; if you're signed in as someone else you see "This invite was sent to a different email".

Signing up from an invite#

If you create your Avox account while an invite to your address is open, Avox doesn't make an empty Switchboard for you - you join the one you were invited to as soon as you accept. If you sign up without an open invite, you get a Switchboard of your own as usual, and accepting an invite later simply adds a second Switchboard to your list.

Accepting when you're already a member#

Accepting an invite never lowers your role. A Manager who accepts an open Admin invite becomes an Admin; an Admin who accepts a Manager invite stays an Admin.

After someone joins#

The Switchboard appears in their Switchboard list. They switch to it from the Switchboard switcher in the dashboard header, or from Settings > Switchboard > Workspaces > Switch to this one.
The invite's status changes to accepted.
The person who sent the invite gets a Team member joined email with the new member's name, email address, and role.
Their agreement to the Terms of Service and Privacy Policy is recorded and shows under Agreements in their Profile as "when you joined a Switchboard".

Expiry#

An invite stays open for 7 days. After that:

The link stops working. Opening it shows "This invite has expired - Invites stay open for 7 days. Ask whoever invited you to send a new one."
The invite's status changes to expired.
The person who sent it gets a Team invite expired email (if they're still in the Switchboard), with a link back to the team page.

Revoking an invite#

An Admin can withdraw a pending invite before it's accepted.

1
Open Settings > Switchboard > Invitations
Pending invites have a Revoke button.
2
Click Revoke
You see "Invite revoked" and the status changes to revoked.

Anyone who opens a revoked link sees "This invite was withdrawn - The Switchboard's admin cancelled it." No email is sent to them. If revoking fails, you see "Couldn't revoke that invite" - try again.

Re-sending an invite#

There's one open invite per email address at a time. To send a fresh one (for example the email was lost, or the invite expired):

If the old invite is still pending, click Revoke on it.
Click Invite and send to the same address again.

The person gets a new email with a new link, open for another 7 days.

The Invitations list#

Settings > Switchboard > Invitations shows every invite for this Switchboard, with:

Column	What it shows
Email	The invited address.
Role	Admin or Manager.
Status	Pending (waiting), Accepted, Revoked, or Expired.

If there are none yet, it says "No invitations yet."

Invite links that don't work#

Page title	Meaning
This invite has expired	More than 7 days passed. Ask for a new invite.
This invite's already been used	It was accepted. If that was you, sign in and pick the Switchboard from your list.
This invite was withdrawn	An Admin revoked it. Ask for a new one.
This invite link is incomplete	Part of the link is missing. Open it again from the button in the email.
We couldn't find that invite	The link isn't recognised. Check you opened the whole link.
Couldn't load this invite	A temporary problem on our side. Refresh in a moment - the invite is still there.

Creating a new Switchboard#

A new Switchboard is a separate workspace with its own connections, contacts, templates, Flows, automations, and team. You become its first Admin - its Owner.

Before you start#

You need an active plan. Without one, the page shows "Subscribe to a plan first" with AVX-2002 and a View plans button.
Your plan sets how many Switchboards you can create. Every Switchboard where you're an Admin counts, including ones you were invited to as an Admin. Billing shows "Switchboards created" as used of allowed. When you've used them all, the Add another Switchboard card says you've used all the Switchboards your plan allows and shows Upgrade. See Plans for each plan's limit.
Your plan's WhatsApp connections are one shared pool across every Switchboard where you're an Admin. Templates, Flows, and automations are counted per Switchboard instead. See Plans.

Steps#

1
Open the new Switchboard page
Click New Switchboard in Settings > Switchboard > Workspaces, or Create new Switchboard on the Billing page.
2
Add a logo (optional)
Click the round upload button next to Logo and choose an image. You can also add one later.
3
Name it
Type a Switchboard name (for example "Acme Support"), 1 to 60 characters.
4
Click Create Switchboard
The new Switchboard becomes the one you're viewing, and you go straight to its onboarding questions.

If you don't have a Switchboard at all yet, the same page is titled Create your first Switchboard ("You don't have a Switchboard yet - every WhatsApp connection lives inside one"). Once you have one, it's titled New Switchboard, shows Back to Billing, and lists Your Switchboards beside the form.

Errors#

What you see	What to do
"Give your Switchboard a name" or "Keep it under 60 characters"	Enter a name between 1 and 60 characters.
"Couldn't create that Switchboard" (AVX-2008)	Nothing was changed - try again. This also appears when your plan's Switchboard limit is reached.
"Switchboard created, but the logo didn't upload" (AVX-2005)	The Switchboard exists. Add the logo later from Settings > Switchboard > General > Change icon.

Last updated 11 October 2026