Onboarding your team (and getting buy-in)

The most common rollout mistake is technical success and social failure: the platform works, but the team routes around it. The fix is framing and first impressions.

Frame it as leverage, not replacement

Show the team what the AI Voice Agents actually take: the 7pm calls, the fourth follow-up, the CRM typing. Reps keep the conversations that need skill — and their numbers go up because they're doing more of what they're good at. Let the sceptics listen to real transcripts on day one; the fear rarely survives contact with the product.

The mechanics

Invite each person under Team → Members with the right role, get the mobile app installed the same day, and run the first warm handoff as a demo so everyone hears how transfers arrive with context. Managers should learn the review tools in week one — coaching from transcripts is where team performance actually moves.