Independent campaigns
Every team campaign has one owner. Members see and manage the campaigns assigned to them. The team owner can review campaigns across the team.
Credit allocation
Calls use the campaign owner’s available credits. A member who reaches their limit must wait for the next cycle or ask the owner for more credits.
The owner can increase the member’s monthly allotment or transfer credits during the current cycle.
Filter campaigns by member
Owners can use Filter by: on the Campaigns page. The available views are:
- All Team Members
- My Resources Only
- An active team member
The same owner filter is available on dashboard follow-ups. Members see only the campaigns they own.
Campaign visibility
The owner can view campaigns across the team. Members can view only campaigns assigned to them.
Add a personal campaign to the team
The campaign list shows Add to Team for eligible personal campaigns. Confirming this action makes the campaign a team resource permanently.
You cannot return a team campaign to personal ownership. Confirm the move only
when the campaign belongs in the team workspace.
Reassign a campaign
The owner can open a team campaign’s actions and choose Reassign. Choose an active member to make them the campaign owner.
The owner can also choose Take Ownership for a campaign assigned to another member. These actions change ownership rather than creating a copy.
Shared resources
Calling integrations belong to the member who connects them. Each member configures their own Zapier, webhook, customer relationship management, and calendar connections.
The built-in voice library is available across the team. Custom voice clones remain with the member who created them.
