Creating a Team in CallAIder: step-by-step guide

A team in CallAIder combines integration, operators, analytics rules, and optional call properties. The team defines which dialogs are imported and how they are analyzed.

This guide shows the full team-creation flow using Custom Telephony as an example.

If your custom integration is not connected yet, start here first: Custom Telephony Integration in CallAIder: full guide.

Prerequisites

Before creating a team, make sure:

• integration is connected and active;
• at least one analytics rule exists;
• operators are available (fetched from integration or added manually).

Step 1. Open Teams section

1. In the left menu, open Teams.
2. Click Add team.

Step 2. Select integration

In the wizard on the Integration step:

• select the required integration (for example, Custom Telephony);
• click Next.

Step 3. Add operators and team name

On the Operators step:

• fill in Team name (required);
• add description if needed;
• select operators from available list;
• optionally add operators manually;
• click Next.

Step 4. Select analytics rule

On the Analytics rule step:

• choose the rule to evaluate dialogs;
• verify fields/scripts count in the selected rule;
• click Next.

Step 5. Configure call properties (optional)

The Properties step appears when integration provides additional call properties (for Custom Telephony, this is typically enabled via /properties/schema).

Here you can constrain imported dialogs by additional criteria such as:

• department;
• client segment;
• client city;
• boolean flags (for example, issue resolved);
• numeric conditions (for example, quality score range with all/any mode).

Important clarification:

• /properties/schema is optional and mainly used for flexible import setup in the wizard;
• if schema is missing, integration can still work, but this step may be hidden or limited;
• additional properties are also used later in Dialogs filters.

Step 6. Review and create team

On the Confirmation step, verify:

• selected integration;
• team name;
• status;
• analytics rule;
• selected operators.

Then click Create team.

What to do after team creation

1. Open Dialogs.
2. Confirm that new calls are being imported.
3. Use filters if you need narrower call subsets.

Best practices

• Use clear team names (for example, Support UA, Sales B2B, VIP Outbound).
• Keep teams scoped by workflow (do not mix very different operator scenarios).
• Use separate analytics rules per department.
• Periodically verify operator list consistency in integration.

Common issues

Cannot proceed from Operators step

Usually caused by:

• missing team name;
• no selected operators.

Properties step is missing

Most common reasons:

• /properties/schema is not implemented;
• endpoint returns empty properties.

Team is created but dialogs are missing

Check:

• import time range;
• property filter strictness;
• whether integration returns completed calls with valid operatorId.

Additional filters do not work as expected

Check:

• schema keys match calls[].properties keys exactly;
• property values use expected primitive types;
• your backend includes properties in call payload when additional filtering is needed.

After these checks, the team is ready for stable operation in the standard CallAIder workflow.