Roles
A team lead sees the workspace average as a benchmark, but never another team’s figures. An agent sees no team or workspace figures at all.
Invite members
1
Invite QAs, admins and members from Team
Click Invite User, enter the name and email, and pick the role. For a QA, also pick the Review mode and whether they must Rate and comment on every parameter (see QA settings).
2
Add agents and team leads from Agents
Adding an agent with an email invites them and links their login to their agent record, which is what limits them to their own calls. See Agents and teams.
The invite arrives by email, and the member shows Invite pending until they sign in.
QA settings
Set per QA when you invite them, or later from the icon next to their role on Team.Next steps
Agents and teams
Build the team structure team leads are scoped to.
QA reviews
How QAs score calls by hand.
Disputes
How agents challenge an AI score.