Team health and admin
Changes here save to Peggy online, and every Peggy picks them up within a minute.
Team health
Each Peggy reports in once a minute. Anyone not seen for a few minutes during their working hours needs a look.
Team
Everyone in the phone bar and the transfer list. Extension is what calls and transfers dial; for someone without a desk phone, leave Extension and Desk phone IP blank and fill in Mobile. Admins can open this page.
Email is their Google work account. It's used for calendars, and for signing in to this page: an admin signs in here with the Google account that matches the email on their row.
Each computer joins the team once with a join code: click Join code for the person, then type the code at the top of Settings on their computer.
Phone password is only for a desk phone whose admin password is different from the one all the phones share (Desk phones and texting, below). Leave it blank to keep what's saved.
Valid for 7 days, works once. Type it at the top of Settings on their computer (Connect to your team).
Desk phones and texting
Peggy talks to each desk phone using the phone's admin password. Save the one all the desk phones share here, once for everyone. If someone's phone has a different one, put it on their card under Team. They're kept in Peggy online, where only your team's computers can read them, and never shown again here.
The texting key is the one the n8n SMS App expects. Texting, Ask Karen, call history, notes, the missed-call list and handover notes all need it.
Phone book
Callers are recognised, and search finds them, from the Xero contacts loaded here plus the callers staff save in Peggy. Loading a new export replaces the Xero contacts for everyone within 10 minutes. Saved callers aren't touched.
- In Xero, go to Contacts, then All contacts. Click Export.
- Click Load a Xero export below and pick that file.
Office hours
Used for "Back at 8:30am tomorrow" in the team list, and for after-hours DND.
Parts of Peggy
Switch parts of Peggy on or off for everyone. Anything that uses n8n also needs the texting key (Desk phones and texting, above).
Trello jobs
When a customer rings, the pop-up shows their open job from Trello. Set up once here for everyone. It only reads Trello, it never changes cards.
- Logged in to Trello, go to trello.com/power-ups/admin and click New. Name it Peggy, pick the Window Trendz workspace, and create it.
- Open API key, click Generate a new API key and copy the key.
- Paste the key below, then click Get read-only token. Trello opens in a new tab. Click Allow and copy the token it shows.
- Paste the token below, add the boards, and click Save.
Google Calendar
An admin's computer checks everyone's calendars every 3 minutes and shares only who is at an appointment and until when, never what the appointment is. It needs to be on during work hours; nobody else has to sign in.
Signing in to Google Calendar isn't done on this website. It's done in Peggy on that admin's computer: open Team health and admin from Peggy's menu, then Sign in with Google under Google Calendar.