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Hosted PBX - Auto Attendant - Create an Auto Attendant

Last Updated: Monday, 8 May 2023

  1. Log in to the Manager Portal
    auto attendants button

  2. Navigate to Auto Attendants

  3. Click Add Attendant

    In the popup, fill out the following information:

    Name: Enter any descriptive name. The best practice is to prefix your name with AA. Only use alphanumeric characters. No special characters.

    Extension: Enter any unused extension.
    NOTE: Ensure the extension is not already in use or the user will be converted to an Auto Attendant and be recreated

    Time Frame: default (all the time)
    NOTE: Selecting other time frames is possible. However, you will not be able to route calls to the Auto Attendant outside of that time frame and cannot change the time frame after the fact. The Auto Attendant will have to be recreated.

  4. Click Add.

Configure Dial Pad 

  1. Click on the Auto Attendant to modify

  2. Select a number from the Dial Pad Menu and choose one of the applications

    User: Transfer call to any extension. The caller ID prefix allows a string to be prepended to the incoming caller ID.
    NOTE: Make sure Enable Enhanced Voicemail is unchecked

    Conference: Transfer call to any conference bridge.Call Queue: Transfer call to any call queue.  The caller ID prefix allows a string to be prepended to the incoming caller ID.Directory: Plays a company directory with a dial by name. Any users that have the “List Directory” option will be listed here.

    Voicemail: Sends call directly to a user’s voicemail box.
    NOTE: Make sure Enable Enhanced Voicemail is unchecked

    Voicemail Management: This allows the caller to access any user’s voicemail and change administrative options. Requires extension number and voicemail PIN for access.

    External Number: Forward to an off-net number (cell phone or answering service).

    Play Message: Plays a recorded message, then gives you the option to transfer the caller.

    Repeat Prompt: Repeats Menu Prompt.

    Add Tier: Adds another level of Auto Attendant menus
     

  3. Repeat these for each select dial pad option
     

  4. Click Save

Configure Additional Options 

  1. Click on the cog icon to the right

  2. To disable the ability for caller‘s to dial a particular user’s extension, uncheck Enable Dial by Extension

  3. Choose what occurs if no key is pressed, by repeating the prompt, hanging up, or following one of the configured key options

  4. Choose what occurs if unassigned key is pressed, by repeating the prompt, hanging up, or following one of the configured key options

  5. Channel and White Label Partners may also control Auto Attendant Timeouts

  6. Click Done

    create auto attendant

  7. Click Save 

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