Full Auto Attendant Setup Guide: Difference between revisions

From Vested Networks
Jump to navigation Jump to search
No edit summary
No edit summary
 
(9 intermediate revisions by the same user not shown)
Line 4: Line 4:


= Portal =
= Portal =
The first thing you need to do is log into the web portal at: nova.vestednetworks.com. If you have never logged into the portal refer to the “First Time Logging into NOVA.” Once you are logged in click on the Auto Attendant icon at the top menu.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup1.png|frameless|670x670px]]</blockquote>
The first thing you need to do is log into the web portal at: https://nova.vestednetworks.com
 
If you have never logged into the portal refer to the “First Time Logging into NOVA.” Once you are logged in click on the Auto Attendant icon at the top menu.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup1.png|frameless|670x670px]]</blockquote>


=== Add Auto Attendant ===
=== Add Auto Attendant ===
Line 20: Line 22:
The intro greeting allows you to place an “intro” that will play before the menu prompt greeting. You would use this in the following example, “Your call may be recorded for training purposes.” Etc. click on the speaker button and the following prompt appears.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup4.png|frameless]]</blockquote>
The intro greeting allows you to place an “intro” that will play before the menu prompt greeting. You would use this in the following example, “Your call may be recorded for training purposes.” Etc. click on the speaker button and the following prompt appears.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup4.png|frameless]]</blockquote>


=== Add Greeting ===
==== Add Greeting ====
 
Click on “Add Greeting.”<blockquote>[[File:Manager-Guide Auto-Attendant-Setup5.png|frameless|486x486px]]</blockquote>
Click on “Add Greeting.”<blockquote>[[File:Manager-Guide Auto-Attendant-Setup5.png|frameless|486x486px]]</blockquote>


==== Greeting Types ====
===== Greeting Types =====
There are three ways to add a greeting, Text-to-Speech, Upload or Record your greeting.  
There are three ways to add a greeting, Text-to-Speech, Upload or Record your greeting.  


==== Text-To-Speech ====
====== Text-To-Speech ======
In Text-to-Speech you can type in your message and select a system voice to play your message.  
In Text-to-Speech you can type in your message and select a system voice to play your message.  


===== Message =====
====== Message ======
Here is where you can type the message you want your text-To-Speech voice to attempt to say. Sometimes you may need
Here is where you can type the message you want your text-To-Speech voice to attempt to say. Sometimes you may need


===== Select Voice =====
====== Select Voice ======
 
After you select a voice click on the play button and you can hear what it would sound like.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup6.png|frameless|310x310px]]</blockquote>
After you select a voice click on the play button and you can hear what it would sound like.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup6.png|frameless|310x310px]]</blockquote>


===== Time Frame =====
====== Time Frame ======
 


Under Time Frame you can select when you want to run the intro.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup7.png|frameless|317x317px]]</blockquote>Once you have completed all selections click on save to save the intro greeting. Then click on Done to close the Intro Greeting manager dialogue.
Under Time Frame you can select when you want to run the intro.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup7.png|frameless|317x317px]]</blockquote>Once you have completed all selections click on save to save the intro greeting. Then click on Done to close the Intro Greeting manager dialogue.


The next way to add a greeting is to upload a pre-recorded greeting. Give it a name, navigate to where the file is and click upload. Do not forget to click Save when you are finished.
===== Upload =====
<blockquote>[[File:Manager-Guide Auto-Attendant-Setup8.png|frameless|324x324px]]</blockquote>The next way to add a greeting is to upload a pre-recorded greeting. Give it a name, navigate to where the file is and click upload. Do not forget to click Save when you are finished.
 
====== Time Frame ======
 


Lastly, To record a greeting, the system will call your extension or your cell phone.
Just like in Text-to-Speech you can select when you want to run the intro.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup7.png|frameless|317x317px]]</blockquote>


Once you answer the call you will be given directions on what to do and record your message. If you do not like your message, you will be given the option to re-record the message. Make sure you select the Time Frame and Save.
===== Record =====


Lastly, To record a greeting, the system will call your extension or your cell phone.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup9.png|frameless|383x383px]]</blockquote>


Next, we will record your directive Auto Attendant that will direct the customer to the correct extension or user. Click on the pencil under Menu Prompt.
====== Time Frame ======


Again, we can use the Text-To-Speech, Upload, or record a message. Please follow the directions above for the exact process. Once you are finished click on save and it will upload the file. Next, we are going to program the numbers. Think of them like the speed dial numbers that you would program on you phone. Each number will give you various options on what or where you want to direct the customer as shown below.


In this tutorial we will cover over each of the functions but Demonstrate the most commonly used ones.
Just like in Text-to-Speech, and upload, you can select when you want to run the intro.<blockquote>[[File:Manager-Guide Auto-Attendant-Setup7.png|frameless|317x317px]]</blockquote>Once you answer the call you will be given directions on what to do and record your message.


# User – will direct the customer the extension of the user or department.
If you do not like your message, you will be given the option to re-record the message. Make sure you select the Time Frame and Save.
# Conference – will send the customer to a scheduled conference.
# Call Queue - if set up will send to a call queue for a department or division. Usually used for large volume of calls.
# Directory – will send the customer to the Company Directory.
# Voicemail – Will sent the customer directly to Voicemail
# Voicemail Management – this allows company employees to call in and check their voicemail.
# External Number – Dial and external number like maintenance, etc.
# Play Message – cany be used to give out your directions to the facility, hours of operation and/or fax number. Just about anything that is informational.
# Repeat Prompt – pressing this will allow the customer to repeat the greeting prompt again.
# The Plus sign can add an addition tier for additional information. It looks the same and is assigned to a number.


When you add a user remove the “Enable enhanced voicemail.” If not, you will get the system prompt to leave a message. Caller ID Prefix is where you can add the department prefix, so you know what type of call is coming in.
===== Manage Audio =====


Button 4 is used to add a message you want to customer to hear, you have the same greeting information we used before, follow the above steps to complete this section as they are identical.
Next, we will record your directive Auto Attendant that will direct the customer to the correct extension or user. Click on the pencil under Menu Prompt.<blockquote>
[[File:Manager-Guide Auto-Attendant-Setup10.png|frameless|413x413px]]</blockquote>
Again, we can use the Text-To-Speech, Upload, or record a message. Please follow the directions above for the exact process. Once you are finished click on save and it will upload the file.


Button 3 will direct customers to a voicemail message, remove the check mark from the enhanced voicemail. If not, you will get the system prompt to leave a message.
=== Programming The Numbers ===
<blockquote>[[File:Manager-Guide Auto-Attendant-Setup11.png|frameless|626x626px]]</blockquote>
Next, we are going to program the numbers. Think of them like the speed dial numbers that you would program on you phone. Each number will give you various options on what or where you want to direct the customer as shown below.


Button 2 will allow the customer to search the Company Directory
In this tutorial we will cover over each of the functions but Demonstrate the most commonly used ones. [[:File:Manager-Guide Auto-Attendant-Setup9.png|Manager-Guide Auto-Attendant-Setup]]


After you finish setting up how you want the Auto Attendant to act, click on the Gear to the far right and additional options will appear.
==== User ====
will direct the customer the extension of the user or department.


If you don not want dial by extension remove the check mark. The next two options: If no key is pressed or If an unassigned key is pressed will give you the following options.
==== Conference ====
will send the customer to a scheduled conference.


This will be determined by what speed dials you have configured. Each level will give you the same options.
==== Call Queue ====
if set up will send to a call queue for a department or division. Usually used for large volume of calls.


The next three gives you the ability to set the timeout options for each feature.
==== Directory ====
will send the customer to the Company Directory.


Speech Keywords allows the customer to speak a word and the system auto dials, like “support.”
==== Voicemail ====
Will sent the customer directly to Voicemail


When you are finished click done then SAVE on the Auto Attendant creation page. If you don’t your changes or updates will not be saved.
==== Voicemail Management ====
this allows company employees to call in and check their voicemail.


Once the Auto Attendant is configured and saved it can now be added to a main number directly or to a routing user.
==== External Number ====
Dial and external number like maintenance, etc.
 
==== Play Message ====
can be used to give out your directions to the facility, hours of operation and/or fax number. Just about anything that is informational.
 
==== Repeat Prompt ====
pressing this will allow the customer to repeat the greeting prompt again.
 
==== The Plus Sign ====
Adds an additional tier for more information and options. It looks the same and is assigned to a number. Think of an additional tier like when you hear "for more options press 7."
 
=== Example Scenario ===
<blockquote>[[File:Manager-Guide AutoAttendantSetup12.png|frameless|861x861px]]</blockquote>
 
* Button 1 - Forwards call to a Specific user or queue. Example Usage: For emergency requests, please press one to be connected to on-call staff.
'''Note:''' The Caller ID Prefix is where you can add the department prefix or other flag, so you can mark what type of call is coming in.
* Button 2 - Allows caller to search the company directory. Example Usage: Please use your dial pad to type the first 3 characters of your party's last name.
* Button 3 - Send call directly to a voicemail. Example Usage: If you are calling after 5pm and need to leave a message please press three.
'''Note:''' Leaving “enable enhanced voicemail” checked will use the system prompt to leave a message rather than the user's voicemail greeting.
* Button 4 - Play a Greeting. Example Usage: To hear our new business hours, please press four.
* Button 9 - Pushes call to a sub-menu. Example Usage: For more options, please press nine.
* Button 0 - Repeat current prompt. Example Usage: To hear these options again, please press zero.
 
=== Additional Options ===
 
==== Basic Options ====
After you finish setting up how you want the Auto Attendant to act, click on the Gear to the far right and additional options will appear.<blockquote>[[File:Manager-Guide AutoAttendantSetup13.png|frameless|484x484px]]</blockquote>
 
===== Dial By Extension =====
If you do not want dial by extension remove the check mark.
 
===== If no key or unknown key is pressed =====
<blockquote>[[File:Manager-Guide AutoAttendantSetup14.png|frameless|334x334px]]</blockquote>Choose what happens when an invalid key is pressed. Usually you will repeat the greeting endlessly, hang up, or forward to a speed dial or call queue.
 
This drop down list will be determined by what speed dials you have configured. Each level will give you the same options.
 
===== Timeouts and Max Presses =====
The next three sliders give the ability to set the timeout options for each feature.<blockquote>[[File:Manager-Guide AutoAttendantSetup15.png|frameless|438x438px]]</blockquote>


==== Speech Keywords ====
Speech Keywords allows the customer to speak a word and the system auto dials, like “support” or "directory."<blockquote>[[File:Manager-Guide AutoAttendantSetup16.png|frameless|639x639px]]</blockquote>When you are finished click done then SAVE on the Auto Attendant creation page. If you don’t your changes or updates will not be saved.


'''If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket'''
Once the Auto Attendant is configured and saved it can now be added to a main number directly or to a routing user.
If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket to help@vestednetworks.com

Latest revision as of 20:20, 19 May 2023

This page is part of the NOVA Manager Portal section.

This guide will walk you through all of the features offered in an Auto Attendant, and how to set them up!

Portal

The first thing you need to do is log into the web portal at: https://nova.vestednetworks.com

If you have never logged into the portal refer to the “First Time Logging into NOVA.” Once you are logged in click on the Auto Attendant icon at the top menu.

Add Auto Attendant

Click on Add Auto Attendant and the following will appear

  1. Assign a name for the Auto Attendant, make it descriptive for what its purpose/function. For example: Business Hours AA, Holiday AA, Inclement Weather AA, Etc.
  2. Assign an extension starting with 500 and working up in increments of one. (500, 501, 502, etc.)
  3. Timeframe Select “Default (All The Time).” We use the default time frame as we can control its behavior in other ways.
  4. Click add and you can now start building your Auto Attendant.

Building Steps

You should now be at this page

Greetings

The intro greeting allows you to place an “intro” that will play before the menu prompt greeting. You would use this in the following example, “Your call may be recorded for training purposes.” Etc. click on the speaker button and the following prompt appears.

Add Greeting

Click on “Add Greeting.”

Greeting Types

There are three ways to add a greeting, Text-to-Speech, Upload or Record your greeting.

Text-To-Speech

In Text-to-Speech you can type in your message and select a system voice to play your message.

Message

Here is where you can type the message you want your text-To-Speech voice to attempt to say. Sometimes you may need

Select Voice

After you select a voice click on the play button and you can hear what it would sound like.

Time Frame

Under Time Frame you can select when you want to run the intro.

Once you have completed all selections click on save to save the intro greeting. Then click on Done to close the Intro Greeting manager dialogue.

Upload

The next way to add a greeting is to upload a pre-recorded greeting. Give it a name, navigate to where the file is and click upload. Do not forget to click Save when you are finished.

Time Frame

Just like in Text-to-Speech you can select when you want to run the intro.

Record

Lastly, To record a greeting, the system will call your extension or your cell phone.

Time Frame

Just like in Text-to-Speech, and upload, you can select when you want to run the intro.

Once you answer the call you will be given directions on what to do and record your message.

If you do not like your message, you will be given the option to re-record the message. Make sure you select the Time Frame and Save.

Manage Audio

Next, we will record your directive Auto Attendant that will direct the customer to the correct extension or user. Click on the pencil under Menu Prompt.

Again, we can use the Text-To-Speech, Upload, or record a message. Please follow the directions above for the exact process. Once you are finished click on save and it will upload the file.

Programming The Numbers

Next, we are going to program the numbers. Think of them like the speed dial numbers that you would program on you phone. Each number will give you various options on what or where you want to direct the customer as shown below.

In this tutorial we will cover over each of the functions but Demonstrate the most commonly used ones. Manager-Guide Auto-Attendant-Setup

User

will direct the customer the extension of the user or department.

Conference

will send the customer to a scheduled conference.

Call Queue

if set up will send to a call queue for a department or division. Usually used for large volume of calls.

Directory

will send the customer to the Company Directory.

Voicemail

Will sent the customer directly to Voicemail

Voicemail Management

this allows company employees to call in and check their voicemail.

External Number

Dial and external number like maintenance, etc.

Play Message

can be used to give out your directions to the facility, hours of operation and/or fax number. Just about anything that is informational.

Repeat Prompt

pressing this will allow the customer to repeat the greeting prompt again.

The Plus Sign

Adds an additional tier for more information and options. It looks the same and is assigned to a number. Think of an additional tier like when you hear "for more options press 7."

Example Scenario

  • Button 1 - Forwards call to a Specific user or queue. Example Usage: For emergency requests, please press one to be connected to on-call staff.
Note: The Caller ID Prefix is where you can add the department prefix or other flag, so you can mark what type of call is coming in.
  • Button 2 - Allows caller to search the company directory. Example Usage: Please use your dial pad to type the first 3 characters of your party's last name.
  • Button 3 - Send call directly to a voicemail. Example Usage: If you are calling after 5pm and need to leave a message please press three.
Note: Leaving “enable enhanced voicemail” checked will use the system prompt to leave a message rather than the user's voicemail greeting.
  • Button 4 - Play a Greeting. Example Usage: To hear our new business hours, please press four.
  • Button 9 - Pushes call to a sub-menu. Example Usage: For more options, please press nine.
  • Button 0 - Repeat current prompt. Example Usage: To hear these options again, please press zero.

Additional Options

Basic Options

After you finish setting up how you want the Auto Attendant to act, click on the Gear to the far right and additional options will appear.

Dial By Extension

If you do not want dial by extension remove the check mark.

If no key or unknown key is pressed

Choose what happens when an invalid key is pressed. Usually you will repeat the greeting endlessly, hang up, or forward to a speed dial or call queue.

This drop down list will be determined by what speed dials you have configured. Each level will give you the same options.

Timeouts and Max Presses

The next three sliders give the ability to set the timeout options for each feature.

Speech Keywords

Speech Keywords allows the customer to speak a word and the system auto dials, like “support” or "directory."

When you are finished click done then SAVE on the Auto Attendant creation page. If you don’t your changes or updates will not be saved.

Once the Auto Attendant is configured and saved it can now be added to a main number directly or to a routing user.

If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket to help@vestednetworks.com