Company setup
Configure the team, routing rules, timing, tags, costs, and messages.
Move confidently between the firm-admin surfaces for people, routing, cost, intake, and destinations as one coherent operating model.
Why it matters
When every company-wide setting has an obvious home, you spend less time hunting and more time running the operation. Role-aware navigation keeps related controls together while each responsibility stays in its own workspace, so the active rules are always explainable.
See it in HoneyFalcon
Lead members administration with Team and Company navigation in context.
One company, clearly separated responsibilities
Find each control where it belongs
People and their eligibility live with your team; distribution rules live in allocation, tags, and business hours; money lives in costs and investments; incoming leads live in intake; external delivery lives in connectors.
You reach the dedicated routing, cost, intake, or connector surface directly from Lead members, without guessing which menu hides which setting.
Keep control where it is accountable
Only a firm admin can change company-wide settings, so the operating model stays consistent and every change has a clear owner.
Agents work inside a space adapted to their role and never see the company controls they are not responsible for.
Only a firm admin can change company-wide settings — invite the people who own each area so responsibility and access line up.
You are oriented when
- You can move from Lead members to the routing, cost, intake, or connector surface without guessing.
- You can explain the active rules from the surfaces themselves, without an undocumented exception.