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Setup your Construction Project Team

Associate existing company contacts with your construction project and customize their roles for project-specific needs. This guide covers setting up your project team by pulling in contacts from your company database and optionally overriding their roles at the project level for Voice AI Construction Project Management.

Prerequisites​

Before you begin, ensure you have:

  • Completed Quick Start: Set up your workspace and created your first project
  • Company Contacts: Added contacts to your company database (see Adding Contacts)
  • Project Access: You should be on your project dashboard

Understanding Project Team Setup​

Project Team vs Company Contacts:

  • Company Contacts: Vendors, subcontractors, and team members stored in your company database
  • Project Team: Company contacts specifically associated with a particular construction project (can have project-specific roles)
  • Role Override: Option to modify a contact's role for a specific project while keeping their company-wide role unchanged

💡 Important Distinction:

  • Workspace Members can call Alex from the admin app or site app interface
  • Project Team Contacts can call Alex directly if you provision a phone number for Alex - and Alex will automatically recognize them and have full context about their project-specific role and involvement

This guide covers setting up your Project Team by associating existing company contacts with your construction project for Voice AI Construction Project Management.

Step 1: Navigate to Your Project​

1.1 Access Project Dashboard​

From your home dashboard, locate your project card and click the "Details" button:

Home Dashboard with Project for Voice AI Construction Platform

💡 Tip: The Details button is located on each project card and will take you to the project-specific management screen for Voice AI Construction Project Management.

Step 2: Access Project Details​

2.1 Project Details Screen​

Clicking "Details" will take you to the project details screen where you can manage all aspects of your construction project:

Project Details Screen for Voice AI Construction Platform

2.2 Locate Team Management​

On the project details screen, you'll find:

  • Project Information: Basic project details and settings
  • Team Management: Section to add and manage project contacts
  • Project Usage: Call minutes & AI tokens usage & limits for your construction project

Step 3: Add Project Contact​

3.1 Access Add Project Contact​

In the Project Contacts section on project details screen, locate and click "Add Contact":

Add Project Contact Interface for Voice AI Construction Platform

3.2 Select Contact and Customize Role​

The Add Project Contact dialog is simple and straightforward:

  1. Select Company Contact: Choose from your existing company contacts
  2. Optional Role Override: Keep their company role or assign a project-specific role
  3. Add to Project: Click to associate the contact with your construction project

💡 Tip: Role overrides are useful when a contact has different responsibilities on specific projects (e.g., a general contractor who acts as a subcontractor on a particular project).

Available Contact Roles:

  • Project Leadership: Project Owner, Project Manager, Site Supervisor
  • Engineering: Planning Engineer, Project Engineer, Quality Engineer
  • Site Management: Foreman (Civil), Foreman (Electrical), Foreman (Plumbing)
  • Specialized Roles: Materials Manager, Safety Officer, Subcontractor Lead
  • Suppliers: Cement Supplier, Steel Supplier, Bricks Supplier, Aggregates Supplier
  • Vendors: Equipment Vendor, Transport Vendor, Labor Vendor
  • Financial: Financier
  • Other: Other (for custom roles not covered above)

Step 4: Confirm and Add​

4.1 Review Project Contact Details​

Before adding the contact to your construction project:

  1. Verify Contact: Ensure you've selected the correct person
  2. Review Role: Confirm the project role (company role or override)

4.2 Add to Project Team​

Click "Add Contact" to associate the contact with your construction project.

Step 5: Verify Project Team​

5.1 View Updated Project Team​

After successfully adding a project contact, you'll see the updated project team:

Project Contact Added Successfully to Voice AI Construction Platform

5.2 Review Project Team Members​

Your construction project team will now display:

  • Contact Names: All team members associated with this project
  • Project Roles: Their specific roles for this project (may differ from company roles)

Managing Your Project Team​

6.1 Edit Project Contact Details​

To override a contact's project-specific role:

  1. Find the contact in your project team list
  2. Click the override/ edit icon next to the project role
  3. Modify the project role
  4. Save your changes

💡 Note: Changes to project role won't affect the contact's company-wide information.

6.2 Remove from Project Team​

To remove a contact from your construction project (but keep them in your company database):

  1. Locate the contact in your project team list
  2. Click the remove button
  3. Confirm

⚠️ Note: Removing a contact from your project team only affects this specific construction project. The contact remains in your company database and can be added to other projects.

Best Practices for Project Team Management​

6.3 Role Organization​

  • Project-Specific Roles: Use role overrides when contacts have different responsibilities on specific construction projects
  • Clear Responsibilities: Ensure each team member's role is clearly defined for the project

6.4 Team Coordination​

  • Regular Updates: Keep project team information current as roles or responsibilities change
  • Communication: Ensure all team members understand their project-specific roles
  • Documentation: Use project notes to document special responsibilities or requirements

How Alex Uses Project Team Contacts​

6.5 Project-Specific Calling​

Once added to your construction project team, Alex can:

  • Call for Updates: Reach out to get project-specific progress updates
  • Role-Based Communication: Understand who Alex is talking to, based on project roles
  • Project Context: Have full context about the specific construction project when calling contacts
  • Coordinated Updates: Get updates from the right people for the right project

6.6 Contact Recognition​

Alex's contact recognition capabilities include:

  • Inbound Call Recognition: When contacts call Alex (if you provision a phone number for Alex), it automatically identifies them based on their phone number from your company database
  • Full Context Awareness: Alex knows the caller's role, company, and all project associations
  • Personalized Interactions: Provides context-aware responses based on the caller's identity and project involvement

💡 How Contacts Can Reach Alex:

  • From Apps: Workspace Members can call Alex from the admin app or site app interface
  • Direct Phone Calls: Project Team Contacts can call Alex directly on a provisioned phone number - Alex will automatically recognize them and have full context
  • Outbound Calls: Alex can proactively call project team contacts for updates and follow-ups

What Happens Next?​

After setting up your construction project team, here's what you can do:

  1. Team Coordination: Alex can call project team members for updates
  2. Role Management: Modify project-specific roles as needed
  3. Team Expansion: Add more contacts to your construction project team
  4. Project Success: Leverage your team for better project coordination and communication
  5. Site Updates: Monitor all team updates and coordination in the Site Updates section

Need Help?​

Ready to build your construction project team? Set up your project team today and watch your project coordination improve with Voice AI Construction Project Management!

This guide helps General Contractors, Subcontractors, and Construction Project Managers set up project teams using Voice AI Construction Project Management Assistant.