Tips for Setting Up Your Auto Attendant

Auto attendants can serve as a back up to a live receptionist, or can facilitate the transfer of calls without the need for a human operator.

4 steps to planning your auto attendant

1. Identify the calls you want to go to the Auto Attendant
Should all calls go there, or just those that your live receptionist can’t answer?
2. Decide what menu options callers will have
Will one menu work, or will you need sub-menus?
3. Determine where to route calls
What should happen to a call if the person or group can’t answer?
4. Write menu script
Do you need multiple language support?

Set up Steps

  • Log-in to account manager
  • Pre-configuration: set up Ring Groups, Call Queues and Extension “forwarding” settings
  • Configuration: set up Auto Attendant profiles, time-schedules, routing options and greetings
  • Post-configuration: set up virtual and toll-free numbers

Configuration examples: click the links below to download helpful PDFs

Small Office –Set up your Auto Attendant to back up to your live receptionist
Store Front – Use Ring Groups to make all phones ring at once; how to set up group voicemails
Start Up – Use an Auto Attendant and Ring Groups to make your company look bigger
Multiple Language – Use an Auto Attendant to set up sub-menus for multiple languages or businesses

Additional Resources
Auto Attendant Recorded Webinar
Setting Up Your Auto Attendant: How To Video
Auto Attendant Tips: Record Professionally or Do It Yourself?
Auto Attendant Tips: Writing Your Script
Create Auto Attendant Profile Worksheet