An Auto Attendant enables your office phone to pick up incoming calls and provide them with useful information or deliver them to a specific group.
On the Auto-attendants page, you can:
Auto-attendants list
The Manage Auto-attendants window shows a list of users created, along with the selected information about them:
On the Auto-attendants homepage you can:
- Edit the information displayed
- Refresh the information displayed
- Filter the information displayed
- Delete an auto-attendant
To edit the information displayed:
- Click on
to open the settings pop-up:
-
On the pop-up:
- Click on the check box of the information you want displayed.
- The selected columns have a
and are presented on a list on top.
- The unselected columns have a
and are present on a list below.
- Click SAVE to apply changes.
The information available for selection is:
Name - The auto-attendant identification. Internal Number - The auto-attendant phone number. Is Custom If the IVR is custom made.
Tip: Click on an auto-attendant, from the list, to open that auto-attendant configuration page.
To refresh the information displayed:
- Click on
.
To filter the information displayed:
- Click on
.
- Select a category from the drop-down menu.
- On the selected category, click on
.
- Select the desired itens.
Note: Click onto delete the filter.
To delete an auto-attendant:
- Select the auto-attendant(s) by clicking on the row's checkbox.
- On the top right-side of the screen, click on
to delete the auto-attendant(s).
or - Click on
on the auto-attendant's row.
- Click on Delete from the drop-down menu.
Add Auto-attendants
Add auto-attendants allows you to create a new auto-attendant:
- Click on
to open the Create Auto-attendant pop-up:
-
On the Create auto-attendant pop-up window:
- Insert the name of the auto-attendant (mandatory).
- Insert an Internal number.
- Insert the maximum number of calls the Auto-Attendant can deal with at the same time (mandatory).
- Drag an image file or click to upload an image file.
- Click CREATE to apply changes and close the pop-up window.
Edit Auto-attendants
Click on the auto-attendant, on the list, to open the Auto-attendant Profile:
Edit Auto-attendants allows you to:
- Edit the auto-attendant information
- Edit the auto-attendant profile
- Configure the auto-attendant working hours
- Configure the auto-attendant behavior inside working hours
- Configure the auto-attendant behavior outside working hours
- Configure phone numbers
Edit auto-attendant information
Click on to open the auto-attendant pop-up window:
On the Edit auto-attendant pop-up window:
- Insert the name of the auto-attendant (mandatory).
- Insert an internal number.
- Insert a maximum number of calls (mandatory).
- Drag an image file or click to upload an image file.
- Click SAVE to apply changes and close the pop-up window.
Edit auto-attendant profile
Click on to open the drop-down menu:
On the drop-down menu you can:
- Delete - Delete the auto-attendant.
Configure the auto-attendant working hours
Click on to open the working hours pop-up window:
On the pop-up:
- Select a working schedule from the drop-down menu.
- Click SAVE to apply changes.
Note: To know how to create working schedules, click here.
Configure the auto-attendant behavior inside working hours
Click on to open the inside working hours pop-up window:
On the pop-up window:
- Select, on Audio welcome announcement, if the clients will hear a message.
- If Audio welcome announcement is activated, select the audio from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- Click on
to listen to the selected audio file.
- If Audio welcome announcement is activated, select the audio from the drop-down menu.
- On Interactive voice response (IVR), select if calls are routed to the same destination or are routed based in selected key.
- If Call are routed based on selected key is selected, the pop-up expands:
- Select, on Audio IVR menu announcement, the message clients will hear, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- Click on
to listen to the selected audio file.
- Insert the time before detecting an invalid option.
- Select on Detect invalid option if the destination options announcement is repeated or if a customized path is taken.
- If you select to customize a path:
- Select the message clients will hear, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- Click on
to listen to the selected audio file.
- Select the action upon invalid option:
- Reject
- Deliver
- Repeat
- Select the message clients will hear, from the drop-down menu.
- If you select to customize a path:
- Select, on Enable Direct Inward System Access (DISA), if callers navigate trough the IVR or if they can directly dial a specific extension.
- If Callers can directly dial a specific extension or distribution group is selected, select the message clients will hear, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- Click on
to listen to the selected audio file.
- If Callers can directly dial a specific extension or distribution group is selected, select the message clients will hear, from the drop-down menu.
- Click on ADD OPTION to open the Incoming call options pop-up window:
- If Call are routed based on selected key is selected, the pop-up expands:
- On the pop-up window:
- Select a button from the drop-down menu.
- On Action, select Reject, Deliver or Repeat, from the drop-down menu.
- If Deliver is selected, select a phone number, from the drop-down menu.
- If Deliver is selected, select to toggle an audio button announcement.
- Click SAVE to apply changes and close the pop-up window.
- Repeat the process as many times as needed to have all IVR options created.
- Click on
to delete numbers from the extension's list.
- Click SAVE to apply changes and close the pop-up window.
Creating multi-level IVR
On adding an option:
- Select a different button.
- Press Deliver, under action.
- Select a different autoattendant when selecting a number.
- Create a menu under the autoattendant selected above.
One IVR will connect to the other.
Forwarding to an external number
On adding an option:
- Select a different button.
- Press Deliver, under action.
- Type the external number in the search bar.
- Press
The external number will be added to the list.
Configure the auto-attendant behavior outside working hours
Click on to open the outside working hours pop-up window:
On the outside working hours pop-up window:
- Select, on Audio welcome announcement, the message clients will hear, from the drop-down menu.
Note: If you select Create Announcement, a pop-up window will appear. To know more about Create Announcement, click here.
- Click on
if audio welcome message is skipped.
- Click on
to listen to the selected audio file.
- Select if calls will be redirected or not.
- If you select to deliver calls, select the phone number from the drop-down menu.
- Click SAVE to apply changes.
Configure the auto-attendant phone numbers
Click on to open the phone numbers pop-up window:
On the phone numbers pop-up window:
- Click on
to open the add numbers pop-up window:
- On the add numbers pop-up window:
- Select the desired number.
- Click ADD NUMBERS to apply changes
- On the add numbers pop-up window:
- Click on
to apply changes and close the pop-up window.