Creating a Temp Forward/Holiday Message: Difference between revisions

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(Created page with "= Creating a Temp Forward/Holiday Message = If your business has to suddenly be closed due to unforeseen circumstances, you need to be able to let your customers know what is going on. In this article, you will learn step by step how to put up a message for your customers when they call in. === Login to https://nova.vestednetworks.com === === First thing we need to do is create a time frame for when we want our message to play. Click on the Time Frame tab up at the to...")
 
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This page is part of the [[NOVA Manager Portal]] section.
= Creating a Temp Forward/Holiday Message =
= Creating a Temp Forward/Holiday Message =
  If your business has to suddenly be closed due to unforeseen circumstances, you need to be able to let your customers know what is going on. In this article, you will learn step by step how to put up a message for your customers when they call in.
  If your business has to suddenly be closed due to unforeseen circumstances, you need to be able to let your customers know what is going on. In this article, you will learn step by step how to put up a message for your customers when they call in.


=== Login to https://nova.vestednetworks.com ===
== Time Frames ==
 
* Login to https://nova.vestednetworks.com<blockquote>First thing we need to do is create a time frame for when we want our message to play. Click on the Time Frame tab up at the top. Then click on Add Time Frame in the top right.
 
[[File:TimeFrames1.png|frameless|833x833px]]</blockquote>
 
== Add Time Frame ==
Now that we have a new time frame, it is time to set it up.<blockquote>We need to give the timeframe a name and select the specific time and date we want using the calendar and sliders. You can also add multiple time frames using the green +. Once you are happy with your time frame, click save.
 
[[File:TimeFrames2.png|frameless|842x842px]]
 
Click Save</blockquote>
 
=== <u>Auto Attendants</u> ===
Auto Attendants play messages and direct traffic. If you want to play an after-hours greeting and take a message, this is how you would do it.<blockquote>Now that we have a timeframe we need to create the auto attendant so that a message will play.
 
* Click on the Auto Attendants tab, then click on Add Auto Attendant
 
[[File:TimeFrames3.png|frameless|542x542px]]
 
* Name the Auto Attendant whatever will make it easier to manage for you
* Make sure you create a UNIQUE extension number for the Auto Attendant. If you do NOT see the '''NEW''' next to It, then make it a different extension number
* ALWAYS set the time frame to be default (all the time). We will set the time frame for when we want the message to play later</blockquote>
=== <u>Manage Audio</u> ===
Now we need to set up the message.<blockquote>Once the Auto Attendant is created, we need to create the message we would like to play. Click on where it says, “Click to add new Menu prompt”.


=== First thing we need to do is create a time frame for when we want our message to play. Click on the Time Frame tab up at the top. Then click on Add Time Frame in the top right. ===
[[File:TimeFrames4.png|frameless|612x612px]]</blockquote>
<blockquote>[[File:TimeFrames1.png|frameless|833x833px]]</blockquote>


=== Now we need to give the timeframe a name and select the specific time and date we want using the calendar and sliders. You can also add multiple time frames using the green +. Once you are happy with your time frame, click save. ===
==== Text To Speech ====
<blockquote>[[File:TimeFrames2.png|frameless|842x842px]]</blockquote>
This is exactly like it sounds, it is a text to speech software we have integrated with our portal. There are about 15 unique voices to choose from


=== Time frame is created, now we need to create the actual message that is going to play. Click on the Auto Attendants tab, then click on Add Auto Attendant ===
==== Upload ====
<blockquote>[[File:TimeFrames3.png|frameless|542x542px]]</blockquote>
This option allows you to browse the files on your PC and choose an MP3 file to upload should you already have the message pre-recorded


==== Name the Auto Attendant whatever will make it easier to manage for you ====
==== Record ====
This option allows the system to call your extension or cellphone number to record a new message<blockquote>For this example, we will be using the Record Option.


==== Make sure you create a UNIQUE extension number for the Auto Attendant. If you do NOT see the '''NEW''' next to It, then make it a different extension number ====
[[File:TimeFrames5.png|frameless|625x625px]]


==== ALWAYS set the time frame to be default (all the time). We will set the time frame for when we want the message to play later ====
* Notice I entered the cellphone number of 4694694469, I could have simply entered my extension number there, and it would work the same way


=== Once the Auto Attendant is created, we need to create the message we would like to play. Click on where it says, “Click to add new Menu prompt”. ===
* Click Call and once the call is answered, follow the prompts to complete the recording.  
<blockquote>[[File:TimeFrames4.png|frameless|612x612px]]</blockquote>
* After you complete the call, click the DONE button in the portal, and you will see your message automatically uploaded


==== Text To Speech: This is exactly like it sounds, it is a text to speech software we have integrated with our portal. There are about 15 unique voices to choose from ====
* [[File:TimeFrames6.png|frameless|520x520px]]


==== Upload: This option allows you to browse the files on your PC and choose an MP3 file to upload should you already have the message pre-recorded ====
* Now you can play the message, download the message, or edit the message
* If you gave the caller options in the menu prompt, then we need to make sure we create them in our auto attendant (Ex. Press 1 to leave a message, press 2 for our on-call tech)


==== Record: This option allows the system to call your extension or cellphone number to record a new message ====
* In this example, I am going to create an option 1 to go to voicemail. Simply click on number 1, click on voicemail, then enter the extension you want the caller to leave voicemails at


=== For this example, we will be using the Recordption. ===
* [[File:TimeFrames7.png|frameless|822x822px]]
<blockquote>[[File:TimeFrames5.png|frameless|625x625px]]</blockquote>Notice I entered the cellphone number of 4694694469, I could have simply entered my extension number there, and it would work the same way


=== Click Call and once the call is answered, follow the prompts to complete the recording. After you complete the call, click the DONE button in the portal, and you will see your message automatically uploaded ===
* Now I am going to set option 2 to route to my on-call technician. Click on the number 2, then External number, then type in the cellphone number you want the option to route to
<blockquote>[[File:TimeFrames6.png|frameless|520x520px]]</blockquote>Now you can play the message, download the message, or edit the message


=== If you gave the caller options in the menu prompt, then we need to make sure we create them in our auto attendant (Ex. Press 1 to leave a message, press 2 for our on-call tech) ===
* [[File:TimeFrames8.png|frameless|688x688px]]


==== In this example, I am going to create an option 1 to go to voicemail. Simply click on number 1, click on voicemail, then enter the extension you want the caller to leave voicemails at ====
* You can also set the auto attendant to go to an option automatically if no key is pressed, or if the wrong key is pressed. For example, I could tell the caller in my menu message “to leave a voicemail, press 1 or remain on the line.” To do this, click on the gear Icon on the right side of the dial pad, then choose your desired locations
<blockquote>[[File:TimeFrames7.png|frameless|822x822px]]</blockquote>
* [[File:TimeFrames9.png|frameless|795x795px]]


==== Now I am going to set option 2 to route to my on-call technician. Click on the number 2, then External number, then type in the cellphone number you want the option to route to ====
* [[File:TimeFrames10.png|frameless|481x481px]]
<blockquote>[[File:TimeFrames8.png|frameless|688x688px]]</blockquote>


==== You can also set the auto attendant to go to an option automatically if no key is pressed, or if the wrong key is pressed. For example, I could tell the caller in my menu message “to leave a voicemail, press 1 or remain on the line.” To do this, click on the gear Icon on the right side of the dial pad, then choose your desired locations ====
* Once you are done, click Done</blockquote>
<blockquote>[[File:TimeFrames9.png|frameless|795x795px]]</blockquote><blockquote>[[File:TimeFrames10.png|frameless]]</blockquote>


=== Once you are done, click SAVE ===
== Apply Message ==
Almost done.. all that is left to do now is apply the message to our routing.


=== Almost Done!! All that is left to do now is apply the message to our routing. ===
=== <u>Inventory Tab</u> ===
Verify the numbers and destinations<blockquote>Click on the inventory tab to find out where your main number is being routed (more than likely it will be routed to user 150)


=== Click on the inventory tab to find out where your main number is being routed (more than likely it will be routed to user 150) ===
[[File:TimeFrames11.png|frameless|688x688px]]</blockquote>
<blockquote>[[File:TimeFrames11.png|frameless|688x688px]]</blockquote>


=== Now click on the Users tab, find the user your number is pointed at (in this case 150), click on the user ===
=== <u>Users</u> ===
<blockquote>[[File:TimeFrames12.png|frameless|869x869px]]</blockquote>
Back over to the users tab to find your AA.<blockquote>Find the user your number is pointed at (in this case 150), click on the user


=== Then click on the Answering Rules tab ===
[[File:TimeFrames12.png|frameless|869x869px]]</blockquote>
 
==== Users - Answering Rules ====
<blockquote>[[File:TimeFrames13.png|frameless|864x864px]]</blockquote>
<blockquote>[[File:TimeFrames13.png|frameless|864x864px]]</blockquote>


=== We are now going to add a rule during our time frame to go to our Auto Attendant ===
==== Add Rule ====
<blockquote>[[File:TimeFrames14.png|frameless|632x632px]]</blockquote>
We are now going to add a rule during our time frame to go to our Auto Attendant<blockquote>[[File:TimeFrames14.png|frameless|632x632px]]
 
Select your time frame from the drop down.
 
Select the Call Forwarding Always option
 
Enter your auto attendant extension or name into the text box and choose the Auto Attendant- option, not the User or the VM!


==== Select your time frame from the drop down. ====
Once done, click Save</blockquote>


==== Select the Call Forwarding Always option ====
== Rule Priority ==
<blockquote>Answering rules are prioritized from top to bottom, so after the rule is added, click on the arrows on the left-hand side and drag your answering rule to the top


==== Enter your auto attendant extension or name into the text box and choose the Auto Attendant- option, not the User or the VM! ====
[[File:TimeFrames15.png|frameless|881x881px]]


=== Once done, click Save ===
Click Save to make your answering rule a priority.


=== Answering rules are prioritized from top to bottom, so after the rule is added, click on the arrows on the left-hand side and drag your answering rule to the top ===
Once you are done, if you time frame is active it will show the blue active badge</blockquote>
<blockquote>[[File:TimeFrames15.png|frameless|881x881px]]</blockquote>Click Save to make your answering rule a priority. Once you are done, if you time frame is active it will show the blue active badge
  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.
  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.

Revision as of 16:47, 9 May 2023

This page is part of the NOVA Manager Portal section.

Creating a Temp Forward/Holiday Message

If your business has to suddenly be closed due to unforeseen circumstances, you need to be able to let your customers know what is going on. In this article, you will learn step by step how to put up a message for your customers when they call in.

Time Frames

  • Login to https://nova.vestednetworks.com

    First thing we need to do is create a time frame for when we want our message to play. Click on the Time Frame tab up at the top. Then click on Add Time Frame in the top right.

Add Time Frame

Now that we have a new time frame, it is time to set it up.

We need to give the timeframe a name and select the specific time and date we want using the calendar and sliders. You can also add multiple time frames using the green +. Once you are happy with your time frame, click save.

Click Save

Auto Attendants

Auto Attendants play messages and direct traffic. If you want to play an after-hours greeting and take a message, this is how you would do it.

Now that we have a timeframe we need to create the auto attendant so that a message will play.

  • Click on the Auto Attendants tab, then click on Add Auto Attendant

  • Name the Auto Attendant whatever will make it easier to manage for you
  • Make sure you create a UNIQUE extension number for the Auto Attendant. If you do NOT see the NEW next to It, then make it a different extension number
  • ALWAYS set the time frame to be default (all the time). We will set the time frame for when we want the message to play later

Manage Audio

Now we need to set up the message.

Once the Auto Attendant is created, we need to create the message we would like to play. Click on where it says, “Click to add new Menu prompt”.

Text To Speech

This is exactly like it sounds, it is a text to speech software we have integrated with our portal. There are about 15 unique voices to choose from

Upload

This option allows you to browse the files on your PC and choose an MP3 file to upload should you already have the message pre-recorded

Record

This option allows the system to call your extension or cellphone number to record a new message

For this example, we will be using the Record Option.

  • Notice I entered the cellphone number of 4694694469, I could have simply entered my extension number there, and it would work the same way
  • Click Call and once the call is answered, follow the prompts to complete the recording.
  • After you complete the call, click the DONE button in the portal, and you will see your message automatically uploaded
  • Now you can play the message, download the message, or edit the message
  • If you gave the caller options in the menu prompt, then we need to make sure we create them in our auto attendant (Ex. Press 1 to leave a message, press 2 for our on-call tech)
  • In this example, I am going to create an option 1 to go to voicemail. Simply click on number 1, click on voicemail, then enter the extension you want the caller to leave voicemails at
  • Now I am going to set option 2 to route to my on-call technician. Click on the number 2, then External number, then type in the cellphone number you want the option to route to
  • You can also set the auto attendant to go to an option automatically if no key is pressed, or if the wrong key is pressed. For example, I could tell the caller in my menu message “to leave a voicemail, press 1 or remain on the line.” To do this, click on the gear Icon on the right side of the dial pad, then choose your desired locations
  • Once you are done, click Done

Apply Message

Almost done.. all that is left to do now is apply the message to our routing.

Inventory Tab

Verify the numbers and destinations

Click on the inventory tab to find out where your main number is being routed (more than likely it will be routed to user 150)

Users

Back over to the users tab to find your AA.

Find the user your number is pointed at (in this case 150), click on the user

Users - Answering Rules

Add Rule

We are now going to add a rule during our time frame to go to our Auto Attendant

Select your time frame from the drop down.

Select the Call Forwarding Always option

Enter your auto attendant extension or name into the text box and choose the Auto Attendant- option, not the User or the VM!

Once done, click Save

Rule Priority

Answering rules are prioritized from top to bottom, so after the rule is added, click on the arrows on the left-hand side and drag your answering rule to the top

Click Save to make your answering rule a priority.

Once you are done, if you time frame is active it will show the blue active badge

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.