Feature
AI receptionist team management
Users sign in. Contacts take the calls. You decide who changes what.
Team management is deciding who is in your account and what each of them can do. Two roles are easy to confuse. A user signs in to the portal. A contact is someone your receptionist can reach, by transfer or by message, and never needs a login. Add your staff so they can access the portal on day one. The person who edits the workflow may not be the person who reads the messages.
How team management works
Invite the people who need the portal
A user signs in to read calls or change settings. The user directory under Info lists who has access.
Add the people who take the calls
A contact is a name and a cell phone your receptionist can transfer to or message. Contacts need no login.
Set what each user can change
Reading calls and editing the workflow are different jobs. Review both lists when people join or leave.
In the portal
Info › User Directory
Info holds company information, your user profile, the user directory and caller ID registrations. The user directory lists who has portal access.
Team access for managers and multi-location businesses
The office with a manager
The office manager reads every message. The owner changes the workflow. Two people, two levels of access.
The business with several locations
Blocked numbers and contacts are per account. So is who reviews each account’s calls.
Goes with
Status read from the same capability matrix as the pricing page.
- Portal access
- Manage your receptionist, calls and settings from the customer portal.
- Available · All plans
- Transcript in the portal
- The written record of every call, kept in the portal to read, search and download.
- Available · All plans
Defined in the glossary
Questions
- Which plans include team management?
- The availability badge on this page shows the plans that include it.
- Can I remove someone?
- Yes. You manage who has access, so access ends when you remove them.
- Does the owner keep control?
- Yes. You decide who can see calls and who can change settings.
See AI in action for your business
Start a free trial and set it up in the portal today, or talk to the team first.