How to use the Auto Attendant

Learn how to use the popular Auto Attendant feature on your Connected Voice Professional service.

 

Add an Auto Attendant

Auto Attendant routes summary

Activate an Auto Attendant

Assign a phone number

Add an Auto Attendant

1. Select Account from the top menu bar of your home screen.
 

2. Open your account drop down on the left side (in the example here, the account is "Business Cloud.")
 

3. Click on Auto-Attendant.
 

4. Click the button at the top right of the screen to + Add Auto-Attendant.

Connected Voice menu
Connected Voice add Auto-Attendant button

The Auto Attendant builder will open in a new window. Allow pop-ups on your browser for this window to open, and complete steps 5-8 in the builder.


5. Enter a name for the Auto Attendant.


6. Click the Add icon to select and add a new route (see the summary below). When a route is selected, the editor will slide out on the right of your window.


7. Configure the route as needed, then click Save.


8. There is now an Add icon next to each new route. Click the icon to add the next route.

Field Description
Schedule
Routes the caller to a call flow based on a defined schedule.
 
Menu
Plays a recording, typically the readout of the phone menu, and waits for the touch-tone input from the user to determine the next route.
 
Message
Plays a pre-recorded sound clip.
 
Group
Routes the caller to a group of users (not devices). This route also supports call queuing.
 
User
Routes the caller to a specific user's devices or the user's voicemail. The call will follow the user's call handling settings.
 
Directory
Allows the caller to dial a user in the directory using text to speech.
 
Hang Up
Ends the call.
 
Reference
Redirects the caller to another route in this Auto-Attendant. For example, if a call is routed to a user but the user doesn't answer, instead of ending the call there so they have to call back, you could reference the Main Menu so the caller can start over.
 

Activate an Auto Attendant

When the Auto-Attendant is complete, meaning there aren't any open routes and everything is ready to go, its status will be updated to "Ready to Activate." At this point, you can click the rocket icon to activate it.

Auto Attendant rocket icon

Note: Be sure to coordinate with anyone else who might be setting up an Auto Attendant. If you are editing an Auto Attendant and another user, in another browser, changes the status to Activate, you will no longer be able to make any changes.

Assign a phone number

A phone number must be assigned to an Auto Attendant in order for it to work.

 

To give permission to Account Managers and Admin Users to assign a phone number to the Attendant, be sure to enable the Phone Number Destinations option.

1. Click Assign Phone Number from the Auto Attendants list (a shortcut) OR go to Business Cloud > Phone Numbers.

Auto Attendant list showing option to assign a phone number

2. On the Phone Numbers page, locate the phone number this Auto Attendant is for and click Edit on the right.


3. Update the Phone Number Rings To field to the active Auto Attendant and click save. If the Auto Attendant you're looking for isn't listed, make sure it has been activated.

4. The Auto Attendant status is updated to LIVE and it is active on the phone number.

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Use the softphone and access other features on your Professional account.

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