> ## Documentation Index
> Fetch the complete documentation index at: https://help.withallo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Admin

> Set up Allo for your entire team

## Setup for team administrators

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

***

## Initial setup

<Steps>
  <Step title="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.

    <Note>
      If you don't have a quote, you can start directly and add team members later through in-app billing.
    </Note>

    **Contact sales for quotes:**\
    Email [sales@withallo.com](mailto:sales@withallo.com) or message us on WhatsApp
  </Step>

  <Step title="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](https://web.withallo.com)
    2. Log in with your email address

    <Warning>
      Use a company email that you'll keep long-term. This becomes your admin account.
    </Warning>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Accept permissions">
    Grant microphone and notification access. You can skip contacts sync if preferred.
  </Step>

  <Step title="Access desktop apps">
    Download for your team:

    * **Mac:** [Download](https://withallo.com/download)
    * **Windows:** [Download](https://withallo.com/download)
    * **Web:** [web.withallo.com](https://web.withallo.com)

    <Info>
      Desktop and web apps require Business plan.
    </Info>
  </Step>
</Steps>

***

## Invite team members

<img src="https://mintcdn.com/themobilefirstcompany/9-1hTR5xdyaM-8Nu/images/Add-a-team-member-min.jpg?fit=max&auto=format&n=9-1hTR5xdyaM-8Nu&q=85&s=9895efc4c0716dad72102e24fccd7acb" alt="Add A Team Member Min Jp" width="1920" height="1080" data-path="images/Add-a-team-member-min.jpg" />

### From mobile app

<Steps>
  <Step title="Open team management">
    Go to Settings (bottom right) > "Manage my team"
  </Step>

  <Step title="Invite member">
    Tap "Invite a member" > Enter team member's email address
  </Step>

  <Step title="Send invitation">
    Tap Send. They'll receive an email invitation immediately.
  </Step>
</Steps>

### From desktop app

<Steps>
  <Step title="Navigate to billing">
    Go to Settings > Billing
  </Step>

  <Step title="Add seats">
    Click "Add a seat" > Enter email address
  </Step>

  <Step title="Confirm">
    Review cost per seat and confirm
  </Step>
</Steps>

**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](/en/team/manage-members)

***

## Configure team settings

### CRM integrations

Connect your team's CRM for automatic call logging.

<CardGroup cols={2}>
  <Card title="HubSpot" icon="https://mintcdn.com/themobilefirstcompany/0w3bVWjKfZPY4i7y/media/integrations/Hubspot.svg?fit=max&auto=format&n=0w3bVWjKfZPY4i7y&q=85&s=da38d84093d69bd94d04da7f3b6d436c" href="/en/integrations/hubspot" width="24" height="24" data-path="media/integrations/Hubspot.svg">
    Click-to-call, automatic logging, two-way sync
  </Card>

  <Card title="Salesforce" icon="https://mintcdn.com/themobilefirstcompany/0w3bVWjKfZPY4i7y/media/integrations/Salesforce.svg?fit=max&auto=format&n=0w3bVWjKfZPY4i7y&q=85&s=22eb519b55ba4b3d71a4ca90f0b8d6aa" href="/en/integrations/salesforce" width="24" height="24" data-path="media/integrations/Salesforce.svg">
    Call tracking and contact sync
  </Card>

  <Card title="Attio" icon="https://mintcdn.com/themobilefirstcompany/HiO-MPTQRXRA9f5B/media/integrations/Attio.svg?fit=max&auto=format&n=HiO-MPTQRXRA9f5B&q=85&s=dd8cb268ceef94c26f0cb7a5554d2434" href="/en/integrations/attio" width="24" height="24" data-path="media/integrations/Attio.svg">
    Two-way sync with automatic notes
  </Card>

  <Card title="Odoo" icon="https://mintcdn.com/themobilefirstcompany/0w3bVWjKfZPY4i7y/media/integrations/Odoo.svg?fit=max&auto=format&n=0w3bVWjKfZPY4i7y&q=85&s=4cd111c844c80151fc53183183852356" href="/en/integrations/odoo" width="24" height="24" data-path="media/integrations/Odoo.svg">
    Contact recognition and call logging
  </Card>
</CardGroup>

**Setup once, works for everyone:**\
Configure integrations at the account level. All team members' calls sync automatically.

[View all CRM integrations](/en/integrations/overview)

### 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 plan)

[Business hours guide](/en/features/business-hours)

### Call routing

Define how calls reach your team.

<Tabs>
  <Tab title="Simultaneous">
    **Ring everyone at once**

    All team members ring simultaneously. First to answer gets the call.

    **Best for:**

    * Small teams (2-5 people)
    * Urgent response needed
    * Customer support lines
  </Tab>

  <Tab title="Cascade">
    **Ring sequentially**

    Call rings team members one after another.

    **Best for:**

    * Priority-based routing
    * Backup coverage
    * Overflow handling

    [Setup cascade routing](/en/features/call-routing)
  </Tab>

  <Tab title="IVR Menu">
    **Let callers choose**

    "Press 1 for Sales, 2 for Support"

    **Best for:**

    * Department routing
    * Multiple teams
    * Professional image

    [Create IVR menu](/en/features/ivr)
  </Tab>

  <Tab title="AI Receptionist">
    **Intelligent routing**

    AI asks questions and routes appropriately.

    **Best for:**

    * Complex routing rules
    * After-hours coverage
    * Qualifying calls

    [Setup AI Receptionist](/en/features/virtual-receptionist)
  </Tab>
</Tabs>

***

## Team features setup

### 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](/en/team/analytics)

### 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

<Note>
  Call monitoring is post-call only. Real-time monitoring coming soon.
</Note>

[Call monitoring guide](/en/team/analytics#call-monitoring)

### 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](/en/integrations/google-contacts)

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Team member didn't receive invitation">
    **Check:**

    * Email address is correct
    * Check their spam folder
    * Verify invitation was sent

    **Solution:** Resend invitation from Settings > Manage my team
  </Accordion>

  <Accordion title="Can't add more team members">
    **Likely causes:**

    * Reached seat limit on quote
    * Payment method needs updating
    * Subscription issue

    **Solution:** Contact support or update billing information
  </Accordion>

  <Accordion title="Calls not routing correctly">
    **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
  </Accordion>

  <Accordion title="CRM not syncing for all team members">
    **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
  </Accordion>
</AccordionGroup>

***

## Need help?

<CardGroup cols={2}>
  <Card title="Team management" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Teams.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=724b6e6c55d76354d76f2918bf69d507" href="/en/team/overview" width="24" height="24" data-path="media/allo-icons/Teams.svg">
    Complete team features guide
  </Card>

  <Card title="Contact support" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/chat-bubble.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=d1817ba8f8b3a0d440cf67199eb899cd" href="/en/support/contact" width="24" height="24" data-path="media/allo-icons/chat-bubble.svg">
    Get help from our team
  </Card>

  <Card title="Book demo" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Calendar.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=ec71ab22597490899bc89a939464f132" href="https://withallo.com/demo" width="24" height="24" data-path="media/allo-icons/Calendar.svg">
    Schedule a call with our team
  </Card>

  <Card title="View pricing" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/currency-dollar-simple.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=c64a7e629825674444bc4863270d4fa9" href="/en/billing/plans-and-pricing" width="24" height="24" data-path="media/allo-icons/currency-dollar-simple.svg">
    Team pricing and features
  </Card>
</CardGroup>