Creating a Basic Auto Attendant

I.  Create an Auto Attendant

1. Select the dropdown arrow in the upper right, then Settings\Auto-Attendant
2. Select the + New Auto-Attendant button.
3. Assign a Name for this Auto-Attendant and an Extension number.  The name should be descriptive (e.g. “Main Office” or “Westside Clinic”).  
4. Assign an "Extension" Number.  We suggest picking a number well outside of the range of your user extensions.  E.g. if staff extensions are between 100-500, select 1000 or 2000 for your Auto-Attendant extension number.
5. Leave SMS Phone number dropdown and Manual Override unselected
6. Select “Save”.  Your new Auto-Attendant is created

II.  Create your Office Hours Menu

1. Settings\Auto-Attendant, then select View on the Auto-Attendant you just created.
2. Select + Create New Menu
   1. Under Menu Functions, Assign a name for the Menu. 
   2. The name should be descriptive like "Office Hours Menu".  
3. Select + Upload/Record Greeting button.
   1. Select the Greeting tab
   2. Assign a name for the Greeting.  Something like "Office Hours Menu Greeting"
   3. Select Start New Recording (Note: you must have a microphone/headset available on your PC)
   4. Select the red circle to start recording.  Select the red square when you are done recording.  
   5. Select Save Recording (after its saved, select the Play arrow to listen to ensure it plays the way you want)
4. Select Schedules tab
   
   1. Give it a Schedule Name - something like "Office Hours Menu Schedule"
   2. Set Schedule Type to "Weekly Recurring"
   3. Leave Ext to Ring Prior to Menu and # Seconds to Ring unchanged
   4. Set your Start Time to the time your office opens using the time selector
   5. Set the End Time to the time your office closes 
   6. Select the days that apply to this Schedule
   7. Select Save
   8. Ignore Advanced Settings
   9. You now have a completed Office Hours Menu.Select the Schedules tab - this is where you will set the times that this Menu will be active

III. Create your Closed Menu

1. Repeat steps II.1 - II.3 for your Closed Menu
2. Select Schedules tab
   
   1. Give it a Schedule Name - something like "After Hours Menu Schedule"
   2. Set Schedule Type to null value (e.g. nothing)
   3. Leave Ext to Ring Prior to Menu and # Seconds to Ring unchanged
   4. Set your Start Time to null value
   5. Set the End Time to null value
   6. Leave all days unselected
   7. Select Save
   8. Ignore Advanced Settings
      
      Note:  A schedule that has no values in any of the parameters will play all the time that no other Menu is scheduled to play.  So you just created two Menus, one that plays during your office hours and one other that will play at all other times.  
3. Now add your Action Items to your Menus

1. 1. Go back to Settings\Auto Attendants, and select View on your Auto Attendant
   2. Under the Existing Menus section, Select the edit icon on one of your Menus
   3. Select Edit in the upper right
   4. Select  the + New Menu Function button
   5. Under Digits, enter the number (e.g. Push “1” or push “2”, etc) you want to create an action for
   6. Under the Action dropdown, select the Action you want for the option.  Definitions of all the Action items can be found here
   7. Enter a value in Destination, if required
   8. Repeat adding actions until your menu is complete
   9. Select Save in the upper right.

IV. Confirm your Schedules are ordered correctly

 

V.  Route your phone number.  

Lastly, in order for an Auto Attendant to get calls, you have to route a phone number to it.  To do this:

You should now have a fully functioning Auto-Attendant with one Menu that plays all the time