Auto-Attendant Management

Modified on Wed, 15 Jan at 12:04 PM

In Business Cloud > Auto Attendant, users can see all of their Auto-Attendants, including the assigned phone number(s), last modified date, and status. Users can build and keep as many Auto-Attendants as they need, and an existing Auto-Attendant can be duplicated so it doesn't have to be rebuilt just to make a small change for a specific situation.

Auto-Attendant

FieldDescription
[ + Add Auto-Attendant]Start creating a new auto-attendant. The builder will open in a new window so you can look back at the auto-attendant list if you need to reference it for anything.
NameThe name of the auto-attendant. If a name wasn't saved, it will be named "untitled auto-attendant" by default.
Assigned Phone Number
The phone number directed to this auto-attendant. If this is blank, a phone number needs to be assigned before calls can be routed here.
Extension (New)
The extension (optional) assigned to the auto-attendant, which allows users to transfer calls back to the main menu to reach a different department.
Click this field to add or modify the extension.
Modified Date
The last date the auto-attendant was modified: month, day, year. time of day.
Status
  • Incomplete. There are open routes that need to be closed before the auto-attendant can be launched.
  • Ready to Activate. All routes are closed and it's ready to be launched (activated).
  • Activated. The route has been launched and it can now be assigned to a phone number.
  • Live. A phone number is linked and the auto-attendant is live.

Tools

Hover over an auto-attendant to see the tools on the right. The tools available are different for each status. For example, an incomplete auto-attendant cannot be launched, and live auto-attendant cannot be deleted.

AA-Tools

FieldDescription
Trash Icon Blue DeletePermanently delete this auto-attendant — this cannot be undone. Before deleting an Auto-Attendant, we recommend that you redirect the phone number first, so calls aren't inadvertently sent to an attendant that no longer exists.
Duplicate Icon Blue Duplicate

Make a copy of an active auto-attendant so you can make changes to it without disrupting active call flows.

Extensions cannot be duplicated. The extension must be removed from the original before it can be assigned to the duplicate. See Edit an Auto-Attendant for details. 

Activate Icon Blue Activate
When the status is Ready to Activate, click the Activate Icon Blue Activate icon so the auto-attendant will be available as a destination in the Phone Number menu. Then go to Phone Numbers > Edit to assign a number to this auto-attendant.
Deactivate Icon Blue Deactivate

Deactivate the auto-attendant. Activated status will be downgraded to Ready to Activate. To deactivate a Live auto-attendant, unassign the phone number; the status will be downgraded to Activated, Assign TN. 

An auto-attendant can only be deactivated after the phone number has been unassigned.

Edit Icon Blue EditMake changes to an auto-attendant. For auto-attendants that are Live or Activated, only Group routes can be edited; all other routes are view-only.

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