Creating a Team

Teams let you collaborate with others on managing your AI agents, calls, and business operations.

Why Use Teams?

• Share access — Let team members view calls, manage agents, and handle appointments
• Control permissions — Assign roles so each person only has the access they need
• Centralize management — All team members work under one team with shared businesses

Creating a Team

1. Go to Dashboard > Team
2. Click Create Team
3. Fill in the details:
   • Team name — Your team or company name
   • Team slug — A URL-friendly identifier (auto-generated from the name)
   • Team image — Optional logo or avatar
4. Click Create

You’re automatically added as the Owner of the new team.

Team Settings

Security

• Require 2FA for all members — When enabled, every team member must set up two-factor authentication before they can access the team. This is recommended for businesses handling sensitive customer data.

Associating Businesses

After creating your team, associate your businesses with it:

1. Go to Dashboard > Business
2. Edit a business
3. Select your team from the team dropdown
4. Save

Once a business is associated with a team, all team members with appropriate roles can access that business’s data.

Next Steps

• Managing Members — Invite people to your team
• Roles & Permissions — Understand what each role can do