Skip to main content
The Team Directory card in your Account settings is your internal company directory used for call transfers. This is different from the Users page, which controls who can log into your VozAgent account. The team directory is about the people your AI assistant can forward calls to when a caller needs to speak with someone on your team. To manage your directory, go to Settings in the sidebar and scroll to the Team Directory card on the Account tab.

​
What the Directory Is Used For

During a call, your AI assistant may need to transfer the caller to a specific person — a sales manager, the business owner, or a technician. The team directory tells your assistant who is available for transfers, along with their phone number and availability schedule. When a caller says something like “Can I speak to someone in sales?” or “I’d like to talk to the owner,” your assistant checks the directory and routes the call accordingly.

​
Directory Entry Fields

Each team member in the directory has the following information:
FieldDescription
First Name and Last Name (required)The team member’s full name.
Position/TitleTheir role within the company (e.g., “Project Manager,” “Sales Lead”).
Email (required)Their email address.
Phone NumberTheir phone number for receiving transferred calls. Required if call transfers are enabled.
Eligible for Live Call TransferA toggle that controls whether this person can receive transferred calls from your AI assistants.
Availability ScheduleWhen transfer is enabled, you can set specific days and hours the person is available to receive calls.
Members who are eligible for call transfers display a Transfers badge next to their name in the directory table. Members marked as the business owner show an Owner badge.

​
Adding a Team Member

To add someone to the directory:
  1. Click the Add Team Member button.
  2. A panel will open where you fill in their details.
  3. Enter their first name, last name, email, and optionally their position and phone number.
  4. If you want this person to receive transferred calls, toggle Eligible for Live Call Transfer to on (you’ll need to add their phone number first).
  5. If transfer is enabled, configure their Availability Schedule to set which days and hours they’re available.
  6. Click Add Member to save.

​
Availability Schedule

When you enable call transfers for a team member, an availability schedule appears. This lets you set exactly when the person can receive calls, day by day. The default schedule is Monday through Friday, 9:00 AM to 5:00 PM, with weekends disabled. For each day of the week, you can:
  • Toggle the day on or off — Turn off days when the person isn’t available (e.g., weekends).
  • Set start and end times — Choose from 30-minute time slots throughout the day.
Your AI assistant checks this schedule before transferring a call. If the person is outside their available hours, the assistant won’t attempt the transfer and will handle the caller another way (such as taking a message).

​
Editing a Team Member

To update an existing directory entry:
  1. Click the pencil (edit) icon next to the team member’s name in the directory table.
  2. The detail panel will open with their current information pre-filled.
  3. Make your changes and click Save Changes.
If you disable call transfers for someone who was previously available, VozAgent will check how many assistants are affected and show a confirmation dialog before saving. All affected assistants are updated automatically.

​
Removing a Team Member

To remove someone from the directory:
  1. Click the trash (delete) icon next to their name.
  2. A confirmation dialog will appear warning you that the member will be removed.
  3. Click Remove to confirm.
If the removed member was available for call transfers, all assistants are automatically updated to reflect the change. You don’t need to manually reconfigure anything.

​
Directory vs. Users

It’s worth clarifying the difference between these two features:
FeaturePurpose
Team Directory (Settings > Account tab)People your AI assistant can transfer calls to. They don’t need a VozAgent account.
Users (Settings > Users page)People who can log into your VozAgent dashboard. They don’t need to be in the directory.
A person can appear in both — for example, your office manager might have a VozAgent login (Users) and also be available for call transfers (Team Directory). But the two lists are managed separately.