How do I add and manage staff members in the Heyo app?

How do I add and manage staff members in the Heyo app?

⚡Quick answer -

Admins can invite staff from Settings > Calls & Staff > Manage Staff > Invite Staff. Each invited colleague installs Heyo on their own phone and logs in with the exact mobile number you entered. Heyo Lite supports one staff member; Heyo Pro supports up to four (plus the owner).



1. Prerequisites

• Staff member has a smartphone with the Heyo app installed.

• Admin access to the Heyo app.

• Active Heyo account with completed KYC verification.

• Desired department already exists (if you plan to assign one).

• Free staff slot on your current plan:

Plan

Staff slots (excluding owner)

IVR included?

Heyo Lite

1

No

Heyo Pro

4

Yes



2. Add a new staff member

Step-by-step (copy-paste path):

  1. Settings → Calls & Staff → Manage Staff
  2. Tap Invite Staff.
  3. Select the contact or type the 10-digit mobile number.
  4. Choose the department from the drop-down list.
  5. Tap Send Invitation.

Expected outcome: The person appears in your Staff list as “Pending”. An invitation (email/SMS) is automatically sent.



3. First-time staff setup & login

  1. Install the Heyo app on your personal phone.
  2. Open the app and select Staff Login.
  3. Enter the same mobile number you were invited with.
  4. Follow the on-screen verification and accept the invite. Success indicator: Their status dot turns green and shows “Available to take calls”.


4. Change a staff member’s department

  1. Go to Settings → Calls & Staff → Manage Staff.
  2. Tap the staff member’s name.
  3. Pick a new department from the drop-down. Instant confirmation appears; the change is live.


5. Why add staff? (benefits)

• One central business number—no new SIM cards required.

• Zero missed calls: if the owner is busy, the call automatically rings the next available staff member.

• Customers recognise every outbound call as coming from the same business number.



6. When does this NOT work? (limits & edge cases)

• You have already reached the staff cap for your plan.

• The staff member tries to log in with a different phone number.

• Older Heyo accounts: all staff were initially assigned to every department; use the steps above to fine-tune assignments.



7. Call-distribution methods at a glance

Method

How does it ring the staff

Where to configure

Sequential

Ring the staff members one by one in the defined order until someone answers.

Settings → Calls & Staff → Manage Staff

Uniform

Rings staff based on their current availability.

Same as above



8. Support & next steps

• In-app chat: Settings → Help & Support.

• Live demo for general queries: Monday–Friday, 2 PM IST.

• Need more staff slots? Upgrade from Lite to Pro in the billing section.

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