The Invite Framework feature allows users to invite other, relevant people from the user’s organization to join the app. Consistent with the ideas in Organization Graph and Rich User Personas this would allow us to display “Invite” buttons in the app that allow the users to ask relevant people in their organization to collaborate with them in the app. Whenever we identify a colleague holding a relevant role, the platform prompts the current user in real time with a simple invite flow (e.g., “Would you like to invite Sarah, our Head of Sales, to collaborate on this cadence?”). Rather than manually searching for and adding users, the system proactively suggests inviting colleagues based on their roles and potential contributions. Invitations are free and framed around tangible value: “Work together in the tool to improve your outreach strategy,” or “Co-develop content for marketing alignment.”
Users interact with this feature through strategically placed “Invite” buttons in the application. For example, when working on a sales cadence, the system might prompt the user with: “Would you like to invite Sarah, our Head of Sales, to collaborate on this cadence?” These invitations are framed around immediate value, ensuring the invited user understands why they are being added.
Comparable features exist in collaboration platforms like Slack (inviting team members to channels), Notion (sharing documents with team members), and Asana (adding users to specific projects). Here we extend this concept with information for the Organization Graph to actively prompt inviting specific people.
We allow these invitees to collaborate at no charge on core features that encourage them to see immediate value—such as shared notes, content usage analytics, or joint outreach planning. This free tier experience quickly demonstrates how the system can streamline their workflow and align them with other teams, increasing their likelihood of continued use and internal advocacy.
Role Access and User Stories
System Administrator
System Administrators oversee the Invite Framework’s configuration and implementation. They can set global rules, manage invitation settings, and monitor invite-related analytics. Administrators also ensure compliance with security policies and can enforce invitation restrictions.
- As a System Administrator, I want to configure organization-wide invitation settings so that I can enforce security and compliance policies.
- As a System Administrator, I want to generate reports on invitation activity so that I can monitor feature adoption.
- As a System Administrator, I want to disable invitations for specific customers so that I can enforce data security policies.
Customer Success
Customer Success teams have visibility into invitation activity for their assigned customer customers. They can troubleshoot invite-related issues, provide guidance on best practices, and assist users experiencing difficulties with the invitation process.
- As a Customer Success representative, I want to view invitation logs for my assigned customers so that I can assist users experiencing issues.
- As a Customer Success representative, I want to resend invitations on behalf of users so that I can support onboarding efforts.
- As a Customer Success representative, I want to provide guidance to users on best practices for inviting teammates so that adoption improves.
customer Administrator
customer Administrators can configure invitation settings at the customer level. They manage invitation permissions, set policies on who can invite whom, and monitor invitation logs. Additionally, they can bulk-invite users for onboarding purposes.
- As a customer Administrator, I want to enable or disable invitations within my customer so that I have control over user management.
- As a customer Administrator, I want to bulk invite users so that I can streamline onboarding.
- As a customer Administrator, I want to set invitation rules (e.g., only Managers can invite) so that I can maintain role-based control.
- As a System Administrator, I want to customize invitation messaging templates so that invitations align with company branding.
Manager
Managers can invite their direct reports and other relevant stakeholders into projects, workflows, or specific features within the application. They can track who has accepted invites and follow up on pending invitations to ensure adoption.
- As a Manager, I want to invite my team members to specific projects so that collaboration is streamlined.
- As a Manager, I want to track invitation acceptances so that I can ensure team members are using the platform.
- As a Manager, I want to invite relevant stakeholders based on system suggestions so that I can build effective teams.
Standard User
Standard Users can invite peers and relevant team members to collaborate on projects, tasks, or workflows. The system suggests potential invitees based on role-based relevance, ensuring efficient team-building and engagement.
- As a Standard User, I want to invite a colleague to collaborate on a task so that I can work more efficiently.
- As a Standard User, I want to receive an invitation notification so that I know when I have been invited.
- As a Standard User, I want to accept or decline an invitation so that I can control my participation.
Pages and Screens
Invitation Modal
The Invitation Modal appears when a user clicks an “Invite” button. It presents suggested the suggested invitee(s), a message field that is pre-populated with an AI message, and an “Invite” button to send the invite. Users can add additional colleagues via a simple e-mail address.
Invite Management Dashboard
This dashboard provides visibility into pending, accepted, and declined invitations. Users can track invitation statuses and resend invites if necessary.
Email and Notification Center
Invitations trigger emails and in-app notifications. The Email and Notification Center allows users to view past invitation requests, accept or decline invitations, and set notification preferences.
Customer-Level Invitation Settings
This settings page is accessible to customer Administrators and System Administrators, allowing them to configure invite policies, set role-based restrictions, and manage invitation templates.
System-Level Invitation Reports
System Administrators can access this page to analyze invitation activity across customers, track adoption trends, and export reports for compliance purposes.
Future Related Features
The In-App Invite will be extend to include a variety of additional features over time. General examples would include:
- Beta Participant Selection
- Ability to search the Organization Graph for people that fit the Rich User Personas and work at companies that conform to the Ideal Customer Profile (ICP) for each application.
- Tools to filter and select potential beta participants based on various criteria (e.g., role, company size, industry).
- Invitation Management
- Ability to send personalized beta program invitations to selected participants.
- Tracking of invitation status (e.g., sent, accepted, declined).
- Generation of unique URIs for each beta participant to manage their beta program “status”
- Note: This is a routing issue in the app with each beta user getting their own landing page that is customized to them
- In-App Feedback Collection
- Mechanisms for beta testers to provide feedback directly within the app.
- Contextual feedback capture, allowing users to comment on specific features or areas of the application.
- Beta Program Tracking and Management
- Tools to monitor beta participation and engagement (e.g., active users, feature usage).
- Integration with Analytics
- Integration with existing analytics tools (e.g., Google Analytics, Firebase Performance Monitoring) to track beta usage and feature adoption rates.
- Post-Beta Transition
- Specialized beta conversion flow where beta program participants can convert to “launch edition” subscription to participants.
- Ability to seamlessly transition beta participants to paid subscriptions upon launch.