# Invite your team and create ring groups Invite by email and group the people who answer together (groups: Team). - Role: Manager - Duration: 4 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/inviter-equipe - Manager path · Lesson 7 - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=team ## This lesson’s video [Invite your team](https://media.callizy.ca/apprendre/apprendre-gest-7.mp4) · 1:43 Video in French with English subtitles. The English version is coming. - 0:00 What you need - 0:19 Invite your colleagues - 0:37 What the invitee receives - 0:50 Create a team - 1:07 Ring the team - 1:30 The test ## Before you start - Be a manager of the Callizy account. - Each colleague’s email address. - For teams, the Team plan. During the free trial, everything is available. ## Step by step 7 steps, about 4 min. Screenshots show Callizy in French. Button names are given in English. ### 1. Open your team (10 s) In **Administration**, click **Settings**: you land on **Team management**. Click **Invite an agent**. Menu: Administration › Settings › Team management ![The Callizy "Team Management" screen: the "Members" tab lists one person, marked "Active", and the "Pending invitations" tab is empty.](https://callizy.ca/images/apprendre/guides/inviter-equipe-1.webp) ### 2. Send the invitation (30 s) Enter your colleague’s **Email address**, then **Send invitation**. Repeat for each person. ![The “Invite agent” window mentions an activation link valid for 7 days; an address is typed in “Email address” and the cursor is on “Send invitation”.](https://callizy.ca/images/apprendre/guides/inviter-equipe-2.webp) ### 3. Follow the invitations (20 s) Invitations wait in **Pending invitations**; the link is valid for 7 days. Each person gets an email, creates their account and verifies their cell phone, then moves to **Members**. ![The “Team Management” screen, “Pending invitations (2)” tab: two invited email addresses, each marked “Pending”, sent the same day and expiring in 7 days.](https://callizy.ca/images/apprendre/guides/inviter-equipe-3.webp) ### 4. Create a team (30 s) Without a team, everyone rings for every call; a team chooses who rings. Under **Teams**, click **Create my first team**, give it a **Name**, for example “Customer service”, then **Create team**. ![The "New team" window: the name "Customer service" is entered, the blue colour is chosen and the "Create team" button is highlighted.](https://callizy.ca/images/apprendre/guides/inviter-equipe-4.webp) ### 5. Add its members (30 s) On the team’s row, click **Members**, then **Add** for each colleague. Want to ring with them? Add yourself too. Then **Close**. ![The members window for the customer service team: two agents checked with “Remove”, a third one with “Add”, and the “Close” button.](https://callizy.ca/images/apprendre/guides/inviter-equipe-5.webp) ### 6. Send it the calls (1 min) Is your AI receptionist connected? In **AI voice agents**, click the flow on its card. Under **Who answers during opening hours?**, choose the team, then **Replace the flow and set up**. Without an AI agent, use the **Route to team** block in a flow: see [Create your first call flow](https://callizy.ca/en/apprendre/premier-flux). ![The agent setup window: “Customer service” is chosen under “Who answers during opening hours?”, and the orange “Replace the flow and set up” button is highlighted.](https://callizy.ca/images/apprendre/guides/inviter-equipe-6.webp) ### 7. Test it (1 min) Call your number during your business hours: the team members ring together. ## Key points - A team only rings if a flow sends it the call. - Each colleague is one more user on your plan. - The invitation link is valid for 7 days. After that, invite the person again. ## Not working? ### Callizy shows “Invalid email address.” 1. Check the address: an @ and a domain, for example julie@company.ca. ### Callizy shows “A user with this email already exists.” 1. Look at the **Members** tab: the person may already be there. 2. Otherwise, they have a Callizy account elsewhere: write to support. ### Callizy shows “No card on file. Add one before inviting a colleague: the seat is billed as soon as they accept.” 1. Add a card in Settings › Billing, then send the invitation again. ### The invitation never arrived 1. Ask your colleague to check their junk mail. 2. Check the address in **Pending invitations**. 3. An “Expired” invitation? Cancel it, then invite the person again. ### “Create my first team” is greyed out 1. Teams are included from the Team plan up: the “Included in Team” badge leads to a plan change. ## Frequently asked questions ### What does the invited colleague receive? An email to accept the invitation. They create their account and verify their cell phone: see [Join your team after an invitation](https://callizy.ca/en/apprendre/rejoindre-son-equipe). ### Can I call my colleagues directly? Yes: see [Messages and calls between colleagues](https://callizy.ca/en/apprendre/entre-collegues). ## Video transcript Your team on Callizy. In two minutes. Here's the result: Julie and Samuel have joined Callizy. Together, they form a team, Service à la clientèle: when someone calls, they ring at the same time. You need their email addresses. And for teams, the Team plan; during the trial, everything is open. In Administration, click “Settings”: you land on “Team management”. “Invite an agent”. Julie's email, then “Send invitation”. Same for Samuel: “Invite an agent”, his email, “Send invitation”. Both wait in “Pending invitations”. The link is valid for seven days. Each one gets an email, creates an account and verifies their mobile: Julie shows you in her video. Once the invitation is accepted, they move to “Members”. Each teammate is one more user on your plan. Without teams, everyone rings for every call. A team picks who rings. “Create my first team”. Its name: Service à la clientèle. “Create team”. Then “Members”. “Add”, for Julie. “Add”, for Samuel. Want to ring with them? Add yourself too. “Close”. Remember one rule. A team only rings if a flow sends it the call. Right now, during your hours, Camille's flow only rings Marc. Change it. In “AI voice agents”, on Camille's card, click her flow. The window opens on her setting: “Outside opening hours”. “Who answers during opening hours?” Service à la clientèle. “Replace the flow and set up”. One last step: call your number during your business hours. Julie and Samuel ring together; if nobody picks up, Camille takes a message. Callizy, the phone that answers when you can't. Updated October 18, 2026.