In-App Invites

The In-App Invites allows users to invite other, relevant people from the user’s organization to join the app. The in-app invite displays “Invite” buttons in the app for people in the user's organization that match the personas defined for that application. Initial setup includes querying Creso.ai for al the people that match the personas for the business and creating a "target_users" table for the give customer that defines all the people that could be using the app. In essence this means we, on initial client setup, identify all colleagues that hold relevant roles in the organization and the platform prompts the current user 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 sent to the users are based on the subscription type of the organization. An organization with only Free licenses gets free license invites. An organization with an "Enterprise" license gets enterprise licenses. An organization with Professional licenses gets a free license with a note to upgrade.

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 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 the list of all target_users and see who is and who is not using the system.
As a Customer Success representative, I want to send out invitations for my assigned customers to users that are not yet "on the system."
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 be able to bulk invite users give a list of e-mail addresses

Customer Administrator

Customer Administrators can configure invitation settings at the customer level. They have the same basic view and permission 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 the suggested invitee name, e-mail (if we have it), 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 Dashboard

This dashboard provides visibility into all target_users for the organization and the pending, accepted, and declined invitations. Users can track invitation statuses and resend invites if necessary. Users can add and remove target_users from the table.

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.