Team Availability

Each team member controls whether calls can ring them right now.

Before you start: A team member needs a phone number saved in Settings, Browser Calling turned on, or both, before any routing rule can reach them, and needs to be marked available for a call to actually ring through.

The availability toggle

In Settings, every team member has an "Available for calls" switch, like a Slack status. When it is off, routing rules skip that person entirely and move on to the next one in the list, or to voicemail or AI if nobody else qualifies. This is manual by design. Nobody else can turn your availability on or off for you, and it does not change automatically based on time of day.

Phone, browser, or both

A team member can have a phone number saved, Browser Calling turned on, or both at the same time. See Live Call Transfer for how to set up Browser Calling, which lets someone answer a transferred call from any browser tab with no phone number required.

How this interacts with routing rules

  • A rule that dials team members tries them in the order you set on that rule.
  • The first person who is both available and reachable, by phone, by browser, or both, gets the call. If they have both set up, the call rings both at once and whichever they answer on wins.
  • If nobody qualifies, the call falls back to voicemail, or AI, if the rule is set up that way.

Call-only contacts

Not everyone you want a call transferred to needs, or should have, access to your dashboard. On the Team page, below the team member list, "Call-only contacts" lets you add someone by name and phone number only. They have no email, no password, and no way to log in, ever. They appear alongside your real team members in every transfer picker, routing rules, the IVR menu, and the AI Assistant, marked "Call only, no login" so it is always clear which is which.

A call-only contact's availability is set directly on the Team page, since there is no account of their own for them to set it from. Everything else works exactly the same as a team member: tried in order, skipped when marked away, falls back to voicemail if nobody qualifies.