Staff transfers

Use the existing Staff page

Autiq's Staff page is the source of truth for transfer destinations. The Team page can summarize those same records, but it should not create a separate routing directory.

Staff information

• Name.
• Role.
• Phone number and country.
• Email.
• Primary status.
• Active status.

Test a transfer

1. 1Create a test request that should require a human.
2. 2Call the receptionist and verify that the AI identifies the transfer need.
3. 3Confirm the configured active staff member receives the call.
4. 4Deactivate the staff record and verify the person is no longer used as an active transfer destination.