Team & take-over

Bring your team into CoveCall, decide who can do what, and let Neuros hand calls to the right person. Manage people on the Team screen.

Roles

Owner

Full access to everything.

Admin

Manage the team, call settings, and escalation rules.

Agent

Read-only access to calls and the team list.

Note

On the Scale plan you can create custom roles with an exact set of permissions (view calls, manage team, numbers, agent, billing, and escalation rules).

Invite a teammate

1. On the Team screen, enter the person’s email and pick a role.
2. Send the invite — they show as invited until they accept.
3. Turn on SMS and email alerts for them as needed.

You can change a person’s role or remove them at any time.

Warm handoff to a human

When a call needs a person, Neuros can warm-transfer it — connecting a teammate and first playing them a short spoken summary so they pick up already knowing the situation. You can also step into a live call yourself from the portal.

Tip

Who gets pulled in, and when, is set by your escalation rules. See Owner take-over to configure them.

Related

Owner take-overNotifications, transfers, and live take-over.

Team (dashboard)The Team screen at a glance.