How do I assign roles so that my AI Receptionist can transfer calls based on callers' requests to speak to a department?

Roles are any job titles or tasks a team member is responsible for. Roles tell your AI Receptionist who to transfer calls to based on callers’ inquiries. To define a staff member's role:

• Login to your Nucleus account
• Click on the Attendant page and Staff Directory tab
• Click on the staff member you want to add a role for
• In the Team member roles field, type the team member's role, such as "billing", "CEO", or "analyst".
• Hit Enter/Return or Tab on your keyboard
• Enter as many roles as you want; just make sure to his Enter/Return or Tab on your keyboard betwen each role
• Click Save and watch for the green success message

Updated on: 01/05/2025