How do I setup a Call Plan?

To setup a Call Plan go to Configuration > TRACK Pulse tab > Call Plan. Click on the +Call Plan button in the top right corner to create a new Call Plan.

Once on the Create Call Plan screen, fill out the following fields:

Name: Name your Call Plan. The name you enter will be able to be selected when updating your numbers.

Greeting: Upload a greeting/recording that will be used when someone calls a number. If you do not upload a recording the system will use a default recording in a woman's voice with the message, 'This call may be recorded for quality assurance purposes'. You can upload a different recording if you would like. File uploaded should be of file type .mp3.

Is Default: Only one Call Plan should be selected by default. If a number does not have a Call Plan selected then the system will go to the default 

Business Hours Routing: Set where calls will route during your company's business hours. You can set one of the following: Menu, Voicemail Box, Queue, or Directory Number.

Closed Hours Routing: Set where calls will route during your company's closed hours. You can set one of the following: Menu, Voicemail Box, Queue, or Directory Number.

Business Hours: Set your business hours in this section. Any time set will look at what option is selected for 'Business Hours Routing' and any time outside of the time set will be considered closed hours and will look at what option is selected for the 'Closed Hours Routing'.

 

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