Add call transfer staff from the AI Phone Members page

You can now add any member as call transfer staff directly from the AI Phone Members page. Their name, role, position, department, and phone number are filled in for you.

What's new#

• The Members page now has a transfer staff button for each member:

- Members not yet set up show "Set as transfer staff"; members already set up show "Edit".
- Clicking "Set as transfer staff" opens the form with name, role, position, department, and phone number filled in. Phone numbers are converted to the +81 format when possible.

• Each member can be linked to only one transfer staff entry, and the linked member can't be changed afterward. To unlink, delete the transfer staff entry.
• The Members page now shows each member's role under their name, plus a new Position / Department column. Empty values appear as "—".
• The page now shows your saved member list right away, then refreshes it with the latest information. If the refresh fails, the saved list stays on screen with a notice.
• Login names that match the member's name are no longer shown twice.

Who it's for#

Customers using call transfer in AI Phone

How to use it#

1. Open the Members page in AI Phone.
2. Click "Set as transfer staff" on the member's row.
3. Check the prefilled details, edit if needed, and save.