Setting up a phone menu (auto attendant)

    An auto attendant is the menu callers hear, like "Press 1 for sales." You can change its recordings and options any time.

    Add a phone menu

    1. In the Office Manager view, click Auto Attendants, then Add Attendant.
    2. Enter a Name, choose an Extension, and choose a Time Frame.
    3. Click Add.

    Set up the menu

    • Intro Greetings – an optional opening message, like "Thanks for calling Acme. You've reached us after hours."
    • Menu Prompt – the list of choices, like "Press 1 for sales, 2 for support, or 0 for the operator." You can play, download, record, upload, or use text-to-speech.
    • Dial Pad Menu – click a number and choose where it goes:
      • User – a person's extension
      • Call Queue – a group waiting line
      • Directory – the dial-by-name directory
      • Voicemail – a specific mailbox
      • Voicemail Management – lets staff call in from outside to check voicemail
      • External Number – an outside number, like an on-call cell phone
      • Play Message – a recording, often used for hours and directions
      • Repeat Prompt – plays the choices again
      • Add Tier – a sub-menu with its own greeting and choices
    • Options – dial by extension on or off, what happens if no key or a wrong key is pressed, and how long to wait for a key press.

    Click Save when you're done.

    Why two recordings? Keeping the intro separate from the menu means you can change the intro for holidays or after hours without re-recording the whole menu.

    Record greetings and menu prompts

    Click Add Greeting, pick a Time Frame (required), and choose Text-To-Speech, Upload, or Record:

    • Record: enter the number to call in Call me at (your extension or cell), click Call, record after the prompt, then press #.
    • Upload: click Browse and choose an MP3 or WAV file, then click Upload.
    • When you're finished, click Done.

    Tip: You can also record a phone menu greeting from a desk phone by dialing *60 plus the menu's code.

    Edit or delete a phone menu

    • Edit: click the menu's name, make changes, and click Save.
    • Delete: hover over it, click the delete icon on the far right, then click Yes.

    Need a hand? Call UnaDial support at 833-651-DIAL (833-651-3425) or email support@unadial.com.

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