Setting Up an Auto Attendant

Step 1: Accessing the Auto Attendant Manager

Begin by logging into the PanTerra Networks Admin Portal. Once logged in, navigate to the Account Level Service Manager, select Auto Attendant, and then click on Auto Attendant Management. You can either edit an existing group or create a new auto attendant group by selecting Actions and then New Auto Attendant Group.

Step 2: Creating a New Auto Attendant Group

If creating a new group, assign it a unique group name. For example, name it "Test Auto Attendant" and provide a group mail ID, which could be a corporate email address or a distribution list. Next, assign an extension, either manually or by auto-assigning, and click Save to create the new auto attendant group.

Step 3: Configuring General Settings

Once the auto attendant group is created, you can configure its general settings. Select the newly created group and click Edit under Actions.

• Assign a Direct Inward Dialing (DID) number by selecting from available options.
• Set an Operator, choosing either a user or group to handle operator calls.
• Caller ID Configuration: Match the caller ID to the assigned DID.
• Set Up Call Destinations: Configure options for key presses, like "Press 1 for Sales," "Press 2 for IT," etc. Each option can route to different users, hunt groups, or auto attendant groups. Options like dial-by-name allow callers to type in the first letters of a user’s name to connect directly.
• Zero and Pound Sign Configuration: You can leave the zero destination empty to default to the operator if the caller presses zero during the greeting. Similarly, pressing the pound sign will connect to the directory service for searching users by name.

Step 4: Advanced Settings

Now it’s time to configure advanced settings.

• Directory Search Options: Decide whether users can search by first name or last name and include or exclude specific groups in the directory as needed.
• Time Zone and Music on Hold: Set your time zone to match your business location. You can also customize the music on hold by either uploading an audio file or recording one via phone or computer.
• IVR Greetings: Specify the greeting timings and choose the appropriate recorded messages. You can record greetings directly from your phone or computer or upload an audio file.

Step 5: Saving and Finalizing Settings

Once you've configured all the general and advanced settings, click Save to finalize your auto attendant setup.

This comprehensive guide ensures you can effectively set up and manage an auto attendant for your organization, providing a seamless communication experience. Don’t hesitate to explore more advanced features as your business grows and evolves.