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Configuring Auto Attendants

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Summary
Configuring Auto Attendants
Account Console
MCSS-Auto-Attendant
Information

An auto-attendant is a program that answers and handles inbound calls to your MiCloud phone system without human intervention. Auto-attendants typically provide menu-driven options through which callers can obtain information, perform tasks, or connect to a requested extension.

NOTE: A default auto-attendant named Tenant Auto-Attendant is created for each new account. This default auto-attendant can be modified (including the name), but cannot be deleted. You can choose to create your own custom auto-attendant(s) to use when configuring call handling for your account rather than using the supplied default auto-attendant.

The auto-attendant can answer incoming calls and transfer callers to an extension, a voice mailbox, or another auto-attendant. It also includes a dial-by-name feature that transfers callers to the system directory, where they can connect to an extension by dialing the user’s name.

NOTE: To route calls to an external number, you must first route the call to an extension with a telephony profile and then configure the call routing for that extension to route the external number of your choice.

As a MiCloud Administrator, you can configure auto-attendants for your phone system.

To configure an auto-attendant:

  1. On the Account Console menu, click Main Line and then click Flows.
  2. Click Add, and then click Auto-Attendant.
    NOTE: To modify an existing auto-attendant, click the name of the auto-attendant in the list on the Flows page.
  3. In the edit panel on the right side of the page, specify the values as required.
    For more information about the auto-attendant settings, see the table below.
  4. Click Add Auto-Attendant or Update to save the auto-attendant settings. The Review Add Order dialog box is displayed. 
  5. Review the details and click Place Order to save the auto-attendant settings.
    NOTE: The Review Add Order dialog box is displayed only if you have selected a new phone number to assign to the auto-attendant.
SettingDescription
NameEnter the name of the auto-attendant menu.
LocationSpecifies the location that the number used for the auto-attendant is assigned.
Phone NumberSelect one of the following:
  • None — if you do not want to assign a phone number to the auto-attendant; this means an external caller cannot dial the auto-attendant directly but can, for example, access the auto-attendant from another auto attendant
  • New — to choose and order a new phone number to assign to the auto-attendant
  • Existing — to assign an existing phone number on your account to the auto-attendant
NOTES:
  • When a phone number is selected and the auto-attendant configuration is saved, a programming profile is created automatically using this phone number and the extension specified.
  • Global Numbers are not available to assign directly to auto-attendant menus; to map a Global Number to an auto-attendant, see Assigning Phone Numbers. For more information about Global Numbers, see MiCloud Global Numbers.
ExtensionSpecifies the extension number used to reach the auto-attendant menu; this field populates automatically with the next available extension on your account.
NOTE: When the auto-attendant configuration is saved, a programming profile is created automatically using the entered extension and the selected phone number, if you choose to assign one.
Make extension privateSelect this check box to remove this number from the system directory.
System Prompt LanguageSelect the language to use for pre-recorded auto-attendant responses such as “invalid entry."
NOTE: By default, the language displayed in the System Prompt Language field is the local language of the region you select in the Location field.
ScheduleSelect one of the following:
  • At all times — to present callers with the same options at all times
  • Specify schedule — to present callers with different options depending on when they call
    • On-Hours — select the on-hours schedule to use for this auto-attendant and then set the interaction settings for that schedule
    • Holiday — select the holiday schedule to use for this auto-attendant and then set the interaction settings for that schedule
    • Custom — select the custom schedule to use for this auto-attendant and then set the interaction settings for that schedule
    • Off-Hours — all hours not covered by on-hours, holiday, or custom schedules are considered off-hours; set the interaction settings for off-hours
For information about configuring schedules, see Configuring Schedules.
PromptAuto-attendant prompts can be imported into the system using WAV or MP3 file formats with a maximum file size of 2MB and a maximum duration of 3 minutes.
  • None (uses system prompt) — The default system prompt is used, prompting the caller to enter the extension of the party they want to contact.
  • Upload — Click to navigate to and select the sound file to use for the auto-attendant.
  • Preview — Click to play the configured prompt.
  • Download — Click to download or play the configured auto-attendant prompt.
  • User-added image — Click to delete the configured prompt.
See Auto-Attendant Prompts for detailed information about configuring prompts.
InteractionSelect one of the following:
  • Present a menu — to present the caller with a list of the menu of options
    Under New Option, select the caller action in the first drop-down list and then select the system action in the second drop-down list. Click Add to add to the menu.
  • Take immediate action — to specify the number of seconds to wait for the caller to press a key before taking the selected action; you must also select the action to take after the specified number of seconds.
Next Step
(only available when Present a menu is selected)
Select one of the following:
  • Repeat three times if there are any errors, then hang up — to repeat the auto-attendant menu when the caller enters an invalid option; after three errors, the call is disconnected
  • Custom — to customize the actions when a caller does not respond to the prompt or enters an invalid option
    • Timeout (sec) — enter the number of seconds to wait for a caller to enter a response to the prompt, and  select the action to take after the specified number of seconds
    • Invalid — select the action to take after a caller enters an invalid option
    • After 3 errors — select the action to take after a caller enters an invalid option three times

To add or change the phone number for an existing auto-attendant:​

  1. On the Account Console menu, click Main Line and then click Flows.
  2. Click the name of the auto-attendant in the list on the Flows page.
  3. In the edit user panel, click Change beside the Phone Number field.

    The Change Number dialog box appears.

  4.  Do one of the following:
    • Select Replace with an existing number if you want to change the assigned phone number to another phone number in your account. Select a phone number from the drop-down list of phone numbers in your account.
    • Select Replace with a new number if you want to add a new phone number to assign to the auto-attendant. The new phone number will auto-populate in the number field.
      1. To assign a new phone number of your choice from a list of available phone numbers, click the prepopulated phone number. The Choose New Number dialog box is displayed. By default, a list of available phone numbers is displayed, based on the present location of the auto-attendant.
      2. To search for a new phone number based on a city, state, or area code:

        1. On the Search by City & State tab, click the text field under City & State and type the city, state, or area code.
        2. Select your preferred option from the list of areas that are displayed.
        3. Select a phone number from the list of available phone numbers that are displayed, or click Show Next to display another set of available phone numbers that match the search criteria.
      3. To search for a new phone number based on a phone number:
        1. Click the Search by Phone Number tab, type the first three digits or first six digits of the phone number in the text field, and click Search.
        2. Select a phone number from the list of available phone numbers that are displayed or click Show Next to display another set of available phone numbers that match the search criteria.
      4. Select the Use these criteria to automatically select a number for future users check box if you want the same criteria to be used for selecting a phone number for subsequent assignments. 
      5. Click Choose.
  • Select Unassign number without replacing if you want to remove the phone number that is currently assigned to the auto-attendant without replacing it with a new one.
    NOTE: This option is displayed only when a phone number is already assigned to the existing auto-attendant.
  1. Select the Also update extension check box if you want to replace the current extension for the auto-attendant with a new one.
  2. Click Change to save your changes.
  3. In the Release previous number? dialog box that opens, you can do either of the following: 
  • Select Keep Number if you want to keep the user's previous phone number for future use.
  • Select Return Number if you want to return the user's previous phone number. This will remove the phone number from the account.
NOTE: The Release previous number? dialog box is displayed only when a phone number is already assigned to the existing auto-attendant.
  1. The Review Add Order dialog box is displayed. Review the order details and then click Place Order to update the auto-attendant settings.
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