Team

What is this page for?

Under Settings > Team you manage the departments and employees at this location. The assistant uses these details to transfer calls and, with a connected calendar, to schedule appointments with the right employee.

How it works

1. 1
   Add a department

   Click Department, enter a name and optionally a phone number for transfers.

   

2. 2
   Edit or delete a department

   Open a department to change the name or phone number, or choose Delete department.

3. 3
   Add an employee

   Click Employee and enter a name, role and department. Enter a phone number if the assistant may transfer calls to this employee.

4. 4
   Set availability

   Set when the employee is available for each day. If a calendar is connected, select it as well.

   

5. 5
   Edit or delete an employee

   Open an employee to change details, or choose Delete employee.

Good to know

• With a Flux connection, employees come from Flux and are read-only here; you can still manage departments normally.
• The transfer rules themselves, such as when and to whom, are configured under AI assistant > Transfers.