TL;DR: Quick answers for team leaders running Sayso across a team. Admins add agents, allocate hours from the team's pool, share scripts, and review every agent's calls from the team admin Dashboard. For agent questions, see Sayso FAQ for Agents.

Setting up your team

How do I add team members?

Invite them by email from the team admin Dashboard. See Adding team members.

How do I onboard a new agent?

Send them the Sayso cheat sheet: the rules that matter and Download and install Sayso (Mac and Windows). What works best for teams:

• A 30-minute one-on-one with each agent to install, set up headphones and the dialer, and make one practice call
• A shared chat channel for questions
• A check-in every two weeks
• A snapshot of your CRM leaderboard (calls, conversations, appointments) from the 30 to 60 days before Sayso, so you can measure the change

What's the difference between admin and agent permissions?

Admins add team members, allocate hours, share scripts, see team-wide insights, and manage billing. Agents use Sayso on calls, see their own insights, and manage their own scripts.

Can I have multiple admins?

Yes. Promote any team member to admin from the team admin Dashboard.

Can I limit which features team members use?

Every team member gets every feature.

Hours and billing

How does team pricing work?

Teams buy a pool of conversation hours at a flat team price. Admins allocate those hours to agents. See Allocating hours to team members.

What counts toward hours?