CircleLoop - 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."

To set up a menu follow these simple steps

• Click the Admin Settings button
• Scroll down and select Menus
  
• Click "+ Add Menu"
  
• You can now provide the details for your new Menu
  
  
• Give your new Menu a name
• Record a welcome greeting
• Setup call settings (voicemail/redirect etc.)
• Assign users and teams to certain options (e.g. Sales Team set to option 1, Support team set to option 2 etc)

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