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Teams

A Team groups users by function or territory so you can filter analytics, calls, and share insights with the right people.

  • Examples: Sales, Account Management, Customer Success, EMEA, Enterprise.

Team-level permissions and settings are customizable and initially setup during onboarding. To update your Team-level settings, contact your Account Manager.

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Roles

Sales Rep:

  • View and search call recordings.
  • Review call scorecards and insights.
  • Leave comments and ask AI questions.
  • Generate email follow-ups and email templates.

Manager:

  • Inherits all Sales Rep capabilities.
  • Access Scoring Analytics and Generalized Insights.

Admin:

  • Inherits all Manager capabilities.
  • Control org‑wide settings—invite or remove users, manage policies. configure custom fields, edit scorecard templates.
  • Access Manager Analytics & Workflow Builder.

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Seat types

Recording seat

  • Attention bot joins live meetings and records them automatically.
  • View Upcoming Calendar events and manage bot access

Listener seat

  • View, search, and analyze existing recordings.
  • Cannot start recordings or have Attention join live meetings.

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s

  • Use Listener seats for execs or stakeholders who only need post‑call insights.
  • Reassign seats any time — just edit the user in User Management.