A Virtual Receptionist will answer incoming calls professionally and automatically transfer them to the appropriate party.
To set up your Virtual Receptionist, please follow the steps below:
- Navigate to Main Number in the PBX.
- Navigate to Incoming Call Handling.
- Choose which hours you would like to use the Virtual Receptionist (Open Hours, After Hours, etc.)
- Click the option that works best for your needs, and open the Virtual Receptionist.
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Under Main Menu, set your preferred call routes. (i.e. caller will Press 1 for Voicemail, Press 2 for Doctor's Cell, etc.)
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You are then able to either type or record a greeting to match the Main Menu.
Please note that a greeting must be typed or recorded so that callers know what action to take. If no greeting is in place, callers will hear silence.
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Save changes in the Virtual Receptionist.
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Finally, to activate your new call flow, Save changes again under Incoming Call Handling.
You are now using Virtual Receptionist!