Team · AlefOS Documentation
See which customers are waiting—and why—without chasing every salesperson.
AlefOS turns authorized calls, messages, meetings and follow-ups into shared company memory, so managers can see blockers, commitments and actions that need attention.
Authorized visibility · Role-based memory · Managers see only their scope
Manager morning briefing
Authorized scopeOpen follow-ups
12 customer follow-ups are waiting across the authorized team scope.
Needs attention
3 are overdue. 2 need manager approval.
Warm customers
4 prospects are waiting for a reply. Marc is blocked by deployment questions.
Ask AlefOS
What needs manager attention today?
One customer, one shared view
The right context reaches the right person.
Team connects individual work to authorized company visibility without exposing the whole company to everyone.
Captures the signal
A call, message or meeting creates customer context and a possible next action.
Sees the blocker
The manager sees that Marc is waiting and that deployment approval is needed.
Controls the scope
Permissions decide which managers, Groups and customer signals are visible.
Moves the work forward
The answer and customer follow-up are prepared for the right person to review.
Team is not employee surveillance. It makes authorized customer commitments, blockers and pending work visible.
Shared AI CRM memory for teams
Team can provide shared AI CRM-style customer memory across authorized users, managers and workspaces. It helps preserve customer commitments, blockers and follow-ups across calls, messages and meetings while roles and permissions control who can see each scope. Team is shared operational memory configured around company ownership, permissions, providers and controlled actions.
Company memory
Team keeps customer context, decisions and follow-ups inside company memory instead of individual memory.
Manager visibility
Managers can understand where work stands without chasing manual reports or searching through message threads.
Structured deployment
Team is not only a subscription. It is configured with the company’s Owner, managers, permissions, groups and onboarding.
What managers can see
Managers can ask about open missions, late follow-ups, blocked customers, warm prospects, objections and pending approvals.
Not several Solo accounts
Team adds a controlled company workspace, shared memory, managers, permissions and guided deployment.
Solo
One professional organizes personal work memory.
Team
The company structures shared memory, permissions and manager visibility.
Result
The business remembers, aligns and acts faster.
Detailed Team reference
Read the detailed Team reference below for roles, permissions, configuration and deployment.
Who Team is for
Team is built for organizations where several people contribute to the same customers, operations and decisions.
Examples:
- Sales teams.
- Phone sales teams.
- Field teams.
- Agencies.
- Professional firms.
- Partner networks.
- Support teams.
- Sales managers.
- Small and medium businesses.
- Companies that sell by phone, messaging and appointments.
These organizations share the same problem: important context is divided between people, tools and conversations.
The problem
In a team, important information is often scattered.
A customer speaks with one team member. A manager gives an instruction. An appointment is scheduled. A message changes the situation. A follow-up is promised. A decision is posted in a group. Important context remains inside individual memory.
The result:
- Managers need to ask where each case stands.
- Salespeople repeat the same mistakes.
- Follow-ups are not always tracked.
- New team members learn slowly.
- Decisions disappear.
- The company depends too much on individual memory.
Team keeps that context inside company memory so authorized people can understand and continue the work.
Shared operational memory
Team gives the company a shared operational memory.
This memory can bring together:
- Contacts.
- Calls.
- Messages.
- Appointments.
- Missions.
- Groups.
- Products or services.
- Decisions.
- Scripts.
- Objections.
- Field feedback.
- Customer follow-ups.
- Sales signals.
- Actions to validate.
The goal is not to make the team complete another manual CRM. It is to keep real work connected, understandable and actionable.
Team capacity
Team capacity is shared by the tenant:
- 250,000 contacts per tenant.
- 5,000 active products or services per tenant.
- 500,000 Loop1 analyses per cycle per tenant.
- 100,000 Loop2 actions per cycle per tenant.
- 1,000 Groups per tenant.
- Up to 10,000 members per Group.
- Shared workspace, Team assignment and role-based permissions.
Team may include up to 5,000 call minutes according to Team deployment and MinutesOS configuration.
Company workspace and Owner
In Team, the company workspace contains the organization’s shared operational memory.
It is the central memory for authorized company work.
The Owner controls the company workspace and its main configuration.
The Owner can manage company memory, users, managers, permissions, groups, access, integrations and general configuration.
Every Team deployment begins with the company workspace and its Owner.
Team members
Team members contribute useful context through their real daily work.
They can be salespeople, phone agents, field agents, support agents, operators, employees or contractors.
They build company memory through calls, messages, contacts, missions, appointments, notes and actions.
A team member does not need access to the entire company. Their role is to use AlefOS in daily work and contribute to the memory permitted by their role.
Managers
Managers have a different role.
A manager has a dedicated view of the work they are authorized to manage.
A manager can review authorized activity, follow open work and understand what needs attention within their responsibility.
A manager can be responsible for a team, group, region, department, pipeline, network or defined set of users.
A manager can ask AlefOS:
- What missions are open?
- Which customers are waiting for a reply?
- Which salespeople have late follow-ups?
- What objections came back this week?
- Which calls created missions?
- Which prospects are warm?
The manager no longer depends only on manual reports. They work from authorized company memory.
Permissions and visibility
Team is based on permissions.
Not everyone sees everything.
The company can organize visibility by role, manager responsibility, team, group, contact, mission and permitted work context.
The goal is to give each person the memory they need without exposing the entire company unnecessarily.
A manager sees the authorized activity of their team. A team member sees what is relevant to their work. The Owner keeps the permitted global view of the company workspace.
Team Groups
In Team, Groups preserve shared knowledge around real operational subjects.
A company can create shared memory spaces for sales, support, management, procedures, training, meetings, objections, products, operations and partners.
Each Group can become searchable shared memory.
A manager can ask what was decided, what the latest procedure is, which objection returns most often and what changed this week.
Groups help teams stop repeating the same explanations and keep decisions accessible.
Team Missions
Team keeps actions visible across the people responsible for completing them.
Missions can come from a call, message, appointment, Group, decision, manager instruction or detected work event.
They can represent a follow-up, callback, document to send, message to validate, meeting to confirm, internal action, customer follow-up or blocked action.
For managers, this creates a clear view of execution: what is prepared, pending, validated, blocked or forgotten.
Deployment
Team is not only a subscription. It is a deployment.
Deployment configures AlefOS around the company’s real structure:
- Company workspace creation.
- Owner configuration.
- Manager configuration.
- User setup.
- Permissions.
- Groups.
- Integrations.
- Initial configuration.
- Manager training.
- Onboarding support.
The purpose is not only to create accounts. It is to configure AlefOS correctly and help the team use it in real work.
Onboarding support
The initial Team deployment includes onboarding support.
The goal is to configure the right permissions, train managers, activate users, structure Groups, follow the first Missions and establish useful working habits.
The first months matter because this is when company memory begins to grow and becomes increasingly useful in daily work.
Pricing model
Team pricing depends on the company structure and deployment requirements.
The model is based on:
- Company workspace and Owner: the central memory and main control layer.
- Team members: users who contribute to company memory through daily work.
- Additional managers: dedicated manager access with authorized visibility over teams or departments.
- Deployment: configuration, permissions, onboarding and manager setup.
Detailed pricing depends on the team structure, number of users, number of managers and deployment needs.
To configure a Team plan for the organization, contact AlefOS.
Final pricing is confirmed after the company structure and deployment requirements are reviewed.
Team deployment model
Team deployment depends mainly on the number of managers, permissions and organizational complexity.
Adding a team member is usually straightforward.
Adding a manager requires additional configuration:
- Visibility.
- Permissions.
- Manager responsibility.
- Groups.
- Manager access setup.
- Onboarding.
- Training.
This is why manager setup requires more preparation than standard user activation.
Difference between Solo and Team
Solo is built for one person. Team is built for an organization.
Solo helps one professional use personal work memory.
Team gives a company shared memory, manager visibility, role-based permissions and collective execution.
Simple distinction: Solo supports one professional. Team deploys shared memory across an organization.
What Team gives the company
For managers, Team helps follow real activity, view open Missions, detect forgotten follow-ups, understand objections, prepare meetings and reduce manual reporting.
For team members, Team helps recover customer context, prepare follow-ups, avoid forgotten actions, access useful Groups and work with less mental load.
For the company, Team preserves operational continuity. Context remains available when responsibilities change, new team members can learn faster and managers can understand where customer work stands.
Clear ownership without closed silos
Team keeps responsibility explicit without preventing authorized collaboration.
- New or released work can remain in the company queue.
- One primary owner stays responsible for the customer, mission or appointment.
- Observers can read only the sections they are allowed to see.
- Contributors can help only inside the sections they are allowed to change.
- Access can expire or be revoked.
- Assignment and collaboration changes are audited.
A collaborator does not become the owner and cannot silently impersonate the responsible member.
Key takeaway
Team is AlefOS for companies that need shared operational memory.
It is not a manual CRM. It is not only a collaboration tool. It is not a simple per-user subscription.
It is company memory built through daily work, managed through authorized visibility and controlled by the Owner.
The simple idea: your company already works. AlefOS makes sure the useful context remains available to the right people.
Choose your next step
Build shared memory around the way your company already works.
Talk with AlefOS about users, permissions, providers and the first deployment workflow to connect.
