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How to Create and Setup a Menu / IVR

Add a menu to your phone numbers to route callers to the right user or team. Add a branded greeting to make it yours.

This feature allows you to setup menu / IVR options. For example, you may want to direct your callers to specific departments:

"Hi and welcome to CircleLoop! Press 1 for Sales or press 2 for Support."

Creating a New Menu

To set up a menu, follow these simple steps

  • Click the Admin Settings button

  • Scroll down and select Menus

  • Click "+ Add Menu"

Configuring the Menu Details

Once your menu has been created:

  • Name your menu to help you identify it later

  • Record a welcome greeting or upload an MP3 file

  • Set call settings such as voicemail or redirect options

  • Assign options 0 to 6 to users or teams (e.g. Sales Team on option 1, Support Team on option 2) 


 

Assigning a Number to Your Menu

Now you have created a Menu, you can assign a telephone number to it. When somebody calls this number, they will be directed to your new Menu.

  • Go back to the Admin Settings menu

  • Select Numbers

  • Click the number you wish to assign to your new Menu

  • In the number details, click Assign

  • From the Assign Number To menu, click Menus

  • Select your new Menu and click Done