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Setup for team administrators

Configure Allo for your sales team, support team, or entire company. This guide walks you through the complete setup process.

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Initial setup

1

Sign your quote (if applicable)

If you received a quote from the Allo team, sign it first. This activates your account with the correct number of seats.
If you don’t have a quote, you can start directly and add team members later through in-app billing.
Contact sales for quotes:
Email [email protected] or message us on WhatsApp
2

Create your admin account

On mobile:
  1. Download “Allo” app (iPhone or Android)
  2. Tap “Log in”
  3. Use your email address (recommended for first login)
On desktop:
  1. Go to web.withallo.com
  2. Log in with your email address
Use a company email that you’ll keep long-term. This becomes your admin account.
3

Choose your admin number

Select a number even if you won’t use it directly. You need a number to access team configuration settings.Tip:
Choose a general company number that can serve as the main line.
4

Accept permissions

Grant microphone and notification access. You can skip contacts sync if preferred.
5

Access desktop apps

Download for your team:
Desktop and web apps require Business plan.

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Invite team members

Add A Team Member Min Jp

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From mobile app

1

Open team management

Go to Settings (bottom right) > “Manage my team”
2

Invite member

Tap “Invite a member” > Enter team member’s email address
3

Send invitation

Tap Send. They’ll receive an email invitation immediately.

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From desktop app

1

Navigate to billing

Go to Settings > Billing
2

Add seats

Click “Add a seat” > Enter email address
3

Confirm

Review cost per seat and confirm
What happens next:
  • Team member receives invitation email
  • They create their account using that email
  • They choose their own number
  • They get full access immediately
Detailed team management guide

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Configure team settings

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CRM integrations

Connect your team’s CRM for automatic call logging.

HubSpot

Click-to-call, automatic logging, two-way sync

Salesforce

Call tracking and contact sync

Attio

Two-way sync with automatic notes

Odoo

Contact recognition and call logging
Setup once, works for everyone:
Configure integrations at the account level. All team members’ calls sync automatically. View all CRM integrations

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Business hours

Set when your team is available. Setup:
  1. Settings > Business hours
  2. Tap “Activate business hours”
  3. Configure each day (toggle on, set time ranges)
  4. Choose what happens outside hours
Options outside hours:
  • Send to voicemail
  • Forward to on-call number
  • Play custom announcement
  • Route to AI Receptionist
Business hours guide

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Call routing

Define how calls reach your team.
Ring everyone at onceAll team members ring simultaneously. First to answer gets the call.Best for:
  • Small teams (2-5 people)
  • Urgent response needed
  • Customer support lines

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Team features setup

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Performance dashboard (Business plan)

Monitor team call activity and performance. Available metrics:
  • Total calls per team member
  • Call duration averages
  • Answer rate
  • Missed calls
  • Response time
  • Call volume trends
Access:
Desktop app > Dashboard tab Learn about analytics

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Call monitoring (Business plan)

Listen to team calls for training and quality assurance. What you can do:
  • Review call recordings
  • Read transcripts
  • View AI summaries
  • Leave comments for coaching
Access:
Desktop app > select team member > view their calls
Call monitoring is post-call only. Real-time monitoring coming soon.
Call monitoring guide

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Shared contacts

Enable contact sharing across your team. Setup:
  1. Connect CRM (HubSpot, Salesforce, etc.)
  2. All CRM contacts import to Allo
  3. Team members see shared contacts
  4. Call history visible to all
Alternative:
Use Google Contacts integration for simple contact sharing. Google Contacts integration

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Troubleshooting

Check:
  • Email address is correct
  • Check their spam folder
  • Verify invitation was sent
Solution: Resend invitation from Settings > Manage my team
Likely causes:
  • Reached seat limit on quote
  • Payment method needs updating
  • Subscription issue
Solution: Contact support or update billing information
Check:
  • Routing rules are configured
  • Team members are online
  • Business hours are set correctly
  • IVR menu is active (if using)
Test: Call your number to see where it routes
Verify:
  • Integration is connected at account level
  • Each team member has CRM access
  • Contacts exist in CRM
  • Internet connection during calls
Solution: Disconnect and reconnect integration

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