On-Call Scheduling Overview - Admin Panel

Purpose 

 Explain how Phone Copilot routes after-hours calls to the right person using on-call schedules. 

 What the feature does 

 

 

 Lets you assign on-call coverage by date and time. 

 

 

 Supports a calendar view and a table view of all entries. 

 

 

 Uses Default Schedules to handle missing coverage through a Fallback Schedule. 

 

 

 Supports Recurring Schedules for repeating patterns. 

 

 

 Applies Alert Preferences and Call Types to control who gets alerted and how. 

 

 

 Key areas on the page 

 

 

 Default Schedules section with Fallback and Recurring. 

 

 

 Add Schedule button to create one-time entries. 

 

 

 Calendar view with hover details and double-click to edit. 

 

 

 Table view with columns such as From Date Time, To Date Time, Name, Phone, Tags, Alert Preference. 

 

 

 Upload and Download icons to manage schedules with Excel. 

 

 

 Tips and good practices 

 

 

 Keep at least one Fallback Schedule active for safety. 

 

 

 Use Recurring Schedules for stable patterns like weekends and weekdays. 

 

 

 Review coverage in Calendar view to spot gaps. 

 

 

 Use Table view to filter and bulk check details.