Can I control who on my team sees call details?

Yes. AI team access controls let you choose exactly who sees what — which people on your crew receive the instant SMS and email summaries after each call, and who can open recordings and transcripts. Your team sees only what you grant them.

How AI team access controls work

You set permissions per person, based on what each role actually needs. Common setups we see:

Summaries go out by SMS and email right after each call, so the people you choose know about the job seconds after it was booked. Recordings and transcripts stay behind your account login, available to the people you've authorized — and nobody else.

Why this matters

Call recordings contain your customers' names, phone numbers, and addresses. That's information you owe your customers some care with. Tight access also protects you internally — a tech who's leaving next month shouldn't walk out with your full call history.

There's a practical side too. Not everyone needs to hear a homeowner describe a broken spring for four minutes. The summary gives your tech what he needs to roll prepared, and keeps the rest of the account clean for the people running the office.

What this means for your shop

Start narrow with AI team access controls. Give full access to yourself and whoever runs your schedule, give techs only what their jobs require, and widen access later if someone needs it. It's a lot easier to add permissions than to pull them back after the fact.

If you want the fuller picture of how call data is stored and handled end to end, read voice AI security and privacy — it walks through what happens to your call data from the first ring onward.


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