Team
Team structure
Understand how the Team area summarizes staff and collaboration without duplicating staff administration.
Team components
- Existing staff directory.
- Primary staff member.
- AI staff routing.
- Collaboration integrations such as ClickUp.
Why staff is not duplicated
A single staff source prevents the Team overview, receptionist transfers, and staff administration from drifting out of sync.
Related documentation
Staff
Manage the existing staff directory used by call transfers, team views, and supported routing workflows.
Staff routing
Control which active staff members can receive customer calls through the AI receptionist.
ClickUp
Connect a business's own ClickUp account and workspace for collaboration, tasks, spaces, and team workflows.