Menus are optional when setting up your TRACK Pulse settings. For those who want callers to go through menu options to get to the right department, rather than going straight to an agent, please read on.
To get to Menus: Configuration>Pulse Setup>Menus
Once you click Menus, you'll be brought to the Menus page where you can see the menus in your system. In the top right, you can click +Menu to create a new menu. If you have an existing menu you want to edit, just click the Edit button next to that menu.
Whether you choose to edit a current menu or create a new menu, you'll be brought to the menu setup page. From here, you'll want to title your menu and insert your menu greeting file recording to the Menu Greeting field. We suggest any audio files in TRACK be in mp3 or wav format as our system will accept those better. If you need to convert your file you can typically search online for a free audio converter otherwise you can send the audio file to our support team and we can assist you with that. Once your recording is uploaded you can listen to it directly within the menu to ensure its correct
The next fields below the greeting are going to be the selections or options that the caller will choose from that correspond to your recording. These options can be queues, other menus, directory numbers, or voicemails. Each option number represents the number on one's phone. For example, Option 1 would be where a caller would be sent if they pressed 1 on their phone and so on.
Once finished, press Save Menu at the bottom.
In order to route calls to your Menu it will need to be attached to a Call Plan which is where you tell your numbers to route. Existing menus should already be set up to a Call Plan. For further information on this, please see the following article: Navigate Call Plans