What is the Staff Directory and how do I add team members to it?
The Staff Directory allows your AI Attendant to transfer calls to team members by name or role. If a staff member is unavailable, the AI Attendant will take a message and send it via email or SMS (Premium only). To add a team member to your Staff Directory:
Login to your Nucleus account.
Navigate to Attendant > Staff Directory.
Click ‘Add Staff.’
Enter the team member’s details:
Full Name
Email Address
Phone Number (for call transfers & messages)
Roles: These are any job titles or tasks this team member is responsible for. Roles tell your AI attendant who to transfer calls to based on callers’ inquiries. Type the team member’s role in the box (such as “billing”, “CEO”, “hairstylist”) and hit Enter/Return or Tab on your keyboard. Enter as many roles as you want.
Missed Call Notification Preference (Email for Free users; Email or SMS for Premium users)
Availability (Available, Unavailable, or Schedule-based)
Click Save and watch for the green success message
Login to your Nucleus account.
Navigate to Attendant > Staff Directory.
Click ‘Add Staff.’
Enter the team member’s details:
Full Name
Email Address
Phone Number (for call transfers & messages)
Roles: These are any job titles or tasks this team member is responsible for. Roles tell your AI attendant who to transfer calls to based on callers’ inquiries. Type the team member’s role in the box (such as “billing”, “CEO”, “hairstylist”) and hit Enter/Return or Tab on your keyboard. Enter as many roles as you want.
Missed Call Notification Preference (Email for Free users; Email or SMS for Premium users)
Availability (Available, Unavailable, or Schedule-based)
Click Save and watch for the green success message
Updated on: 19/03/2025
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