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Team management

Operator seats with roles and lead visibility

An admin creates each seat, assigns an admin or calling role, and sets which leads that operator can see. Visibility rules follow the lead into every screen: the sidebar counts, the queues and the tasks. Honest scoping, and no per-feature pricing games behind any of them.

Real product interface. Sample data, fictional people and numbers.

Team page listing operators with roles and activity status. Screen recording of the product with seeded sample data; simulated calls. No narration or source-call audio is included. Pause or seek to inspect a frame.

How it works.

4 steps, in the order they happen during a session.

Use ← → to step through.

Arrow keys move between steps. Lettered spots on the picture match the list under it.

The specifics.

What the product does today. Plans from $29 per seat. Breeze, $29, is everything faster: continuous dialing and call notes. Three lines are Jetstream, $49.

Team page listing operators with roles and activity status
Real product interface, sample data.
Seat roles
Admin and calling roles, applied across every route and screen.
Seat setup
Admins create users with a password or a self-serve setup email.
Seat deactivation
Users can be deactivated without deleting their call history.
Lead visibility
Lead and list access set per operator; every view honors the same scope.
Plan seats
Breeze $29, Jetstream $49 per seat per month.
Same features
Outputs can be missing, delayed or wrong; verify important details against the recording.

Admin and calling roles, one toolkit

Seats carry an admin or a calling role. Admins manage users, lists and settings, and an admin on a Jetstream seat gets the team-wide reports. Callers dial, disposition and work follow-ups. A restricted calling role exists for support operators who call without owning the shop, and calling roles appear together in agent pickers. The role sets scope; the seat sets features. Calling roles on the same seat use the same dialer and scoped recording access. Outputs can be missing, delayed or wrong; verify important details against the recording. Roles and seats are separate: the role (admin or calling) decides what someone can see and manage, while the seat (Breeze or Jetstream) decides which features that person has. User setup is deliberately boring. An admin creates the account with a password, or sends a setup email the user completes alone, and a seat can be deactivated when someone leaves without losing the call history attached to them.

Visibility that follows the lead

Lead visibility is set per operator, and the scope travels. The sidebar group counts reflect what the signed-in user can access, the session queues only ever contain permitted leads, and a task on a lead respects the same boundary. A covering teammate sees the commitments on leads they can reach, not a leaky mirror of the whole workspace. Breeze is $29 per seat per month and Jetstream is $49. Choose the number of seats with your plan. To change your seat count later, email support@dialbreeze.com. Only dialing seats are billed, so a manager or assistant who does not dial can have a login without a seat. For accountability, team reports (an admin on a Jetstream seat) show each operator's dials, connects and pace. Use it to coach on shared definitions, not to run a leaderboard nobody agreed to.

Questions about team management.

Straight answers. Anything else: email support.

What roles can a seat have?
Admin or calling roles. Admins manage users, lists and settings, and an admin on a Jetstream seat sees the team funnel; callers dial and work follow-ups. The role sets scope and the seat sets features; calling roles on the same seat use the same dialer and scoped recordings; after-call output is conditional. Outputs can be missing, delayed or wrong; verify important details against the recording. Features follow the seat you choose, not the role.
How do I add an operator?
An admin creates the user, assigns the role, and either sets a password or sends a setup email the user completes alone. The seat appears in agent pickers immediately, and lead visibility for that operator is configured on your side. When someone leaves, deactivate the seat; the call history stays attached rather than being deleted.
Can operators see each other's leads?
Only through the visibility you assign. Lead and list access is scoped per operator, and every view honors the same scope: sidebar counts, session queues, lead detail and tasks. If operators share a lead list, assign access accordingly. There is no hidden all-leads view behind an agent login.
How many seats do I get?
Breeze is $29 and Jetstream is $49. Choose the number of seats with your plan. To change your seat count later, email support@dialbreeze.com.
Can I track how each operator performs?
Yes, with team reports, which need an admin on a Jetstream seat. The team funnel shows each operator's dials, connects and dials per hour over the chosen window, on the same definitions as the totals. Your own activity timecard is available on every tier; the whole-team view is not. Use the numbers to coach; they describe pace and outcomes, not effort or worth.

Try it on a real session.

Pick your plan and seats, check out, then set your password from the set-password email. Calling credit is optional at checkout, but you need credit to dial. Add it any time from your dashboard. Month to month. Pick your plan and seats, check out, then set your password from the set-password email. Calling credit is optional at checkout, but you need credit to dial. Add it any time from your dashboard.

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