To setup a welcome greeting you would firstly need to know where you want the greeting which would be one of the below:
Menu - Example:
"Welcome to CircleLoop please press 1 for support, 2 for sales and for all other enquires press 3"
Team - Example:
"You are now being connected to the sales team"
Menu (creating a new menu)
For an options based menu follow the steps below:
- Settings
- Menus (under the Admin/Administrator heading)
- Add Menu +
- Give your Menu a name
- Set you options by assigning options 1 to 6 to a user or team
- Record your Welcome Greeting here or upload one if you are on the desktop app
(Desktop only)
7. Set call settings, this is optional, things such as voicemail settings
8. Set the Out of Hours again this is optional setting the availability during the day
9. Press Done.
Upon creating your Menu you will have to assign a number to that Menu to do this:
- Go Back in settings main menu's click Numbers
- Select your number
- Where you see "Assigned to" click the edit button
- At the top assign the number to your new Menu instead of a user/team.
- With the above followed correctly you should have successfully setup a Menu with a Welcome Greeting which is assigned to a number
Team
For a Welcome greeting on a team follow these steps:
- Settings
- Teams (under the Admin/Administrator heading)
- Add Team +
- Give your Team a name
- Assigning your users
- Turn on Welcome Greeting and Record your Welcome Greeting or upload one
7. Set call settings, this is optional, things such as voicemail settings
8. Set the Out of Hours again this is optional setting the availability during the day
9. Press Done.