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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 Support or press 2 for Sales."

To set up a menu follow these simple steps

  • Click the Settings button
  • Scroll down to the Administrator section and select Menus
    CircleLoop - Settings - Administrator - Menus
  • Click "+ Add Menu"
    CircleLoop - Settings - Administrator - Menus - Add Menu-1
  • You can now provide the details for your new Menu
    CircleLoop - Settings - Administrator - Menus - Add Menu - Details
  • 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. Support Team set to option 1, Sales 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 Settings menu
  • In the Administrator section, select Numbers
    CircleLoop - Settings - Administrator - Numbers
  • Click the number you wish to assign to your new Menu
  • In the number details, click Assign
    CircleLoop - Settings - Administrator - Numbers - Assign
  • From the Assign Number To menu, click Menus
  • Select your new Menu and click Done
    CircleLoop - Settings - Administrator - Numbers - Assign - Assign to Menu