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Auto-receptionist
Updated over 3 weeks ago

Auto-receptionists are automated answering systems that manage incoming calls and route them based on predefined rules. Auto-receptionists help to process multiple calls at once, connect callers with the right person or department, and save time for the team.


How to create an auto-receptionist

  1. Open > Auto-receptionists.

  2. Click +Add new auto-receptionist.

  3. Specify the name and click Save.


How to configure an auto-receptionist

After creating an auto-receptionist, a settings window appears. You can also access the receptionist setting by opening it from the list.

Before starting with the auto-receptionist, complete settings in each block.

General

Set Time zone for the auto-receptionist.

Phone numbers

Configure phone numbers for the auto-receptionist services. To add a number, select it from the drop-down list and click Add phone number. You can add multiple phone numbers simultaneously.

Operators

Specify people who gain permission to see the call history and voicemails of this auto-receptionist.

Before assigning operators, make sure you invite them to be DialLink users. To add an operator, select a user from the drop-down list and click Add operator.

Schedule

Here, you configure your company's working hours. During working and non-working schedules, the auto-receptionist follows different scenarios, determined in During open hours and During closed hours settings. Click Change to set the working schedule.

Toggle on 24 hours a day, 7 days a week so that the auto-receptionist always behaves the same way, specified in During open hours.

During open/closed hours

Set up parameters and audios for different scenarios when the caller phones while the company is open or closed correspondingly:

  • Greeting audio
    The first audio the caller hears when they connects to the auto-receptionist.

  • Destination and its option
    Select the channel where to direct a caller and the exact destination point. For example, to route the caller to a user, you need to select the user from the list.

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