Help centre
Team
Staff, rosters, leave, and the front desk.
- Team membersAdd your people, give them a position, control exactly what each one can do, and handle the leaver edge cases — from one team list.
- Staff scheduleGive your team hours so customers can book them — recurring shifts, one-off cover, breaks, leave, and the controls most owners never find.
- Team load reportSee how booked each staff member is per day, where demand is going unmet, and use the demand panel to invite off-roster staff to cover a new slot.
- Extra shift invitationsUnderstand staff availability labels, invite colleagues for extra cover, and accept a shift without confusing availability with a confirmed roster.
- AI agent managementAnswer every call and chat, decide exactly what your AI can do, and ask Seglo about your own numbers — with the buried controls most owners never find.
- Receptionist dashboardCheck overnight calls and chats at a glance, prove the receptionist is booking work, and dig into any conversation it handled.
- Staff first-login welcome flowGet a new hire booking-ready on their first sign-in — what they must fill in, where they resume, and the position you still have to assign.
- Receptionist conversationsRead back every call and chat your AI receptionist handled, find the ones that need you, and hear exactly how a customer was treated.
- Messages and CallsTwo focused pages — Messages for SMS threads, Calls for your call log — with unread and missed-call badges so nothing slips through.
- Receptionist settingsGet your phone answered around the clock — route calls your way, choose the voice and greeting, and control exactly what the AI is allowed to do.
- CallbacksCatch every caller your AI receptionist couldn't fully help — triage by urgency, hand each one to a person, and close it with notes.
- Staff handbook & required readingPublish your team's policies and procedures, mark sections as required reading, track who has acknowledged them, and auto-assign reading to new hires.
- Timesheet and hours trackingSee who's on the floor, fix missed clock-ins before payday, and catch the late starts and overruns that quietly inflate your hours.
- Leave and time off managementApprove or reject your team's time off, require advance notice before staff can request it, and handle the gotchas around appointments and coverage.
- Staff eligibility for factor-based servicesWho can take a factor-based booking is decided by service-level skills — pricing factors adjust price and duration only, they never gate staff.
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