How do I assign roles so that my AI Attendant 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 attendant 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
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: 19/03/2025
Thank you!