Set up Dial-by-Name Using Auto Attendant in Admin Console

Set up Dial-by-Name Using Auto Attendant in Admin Console

Objective

Set up the Dial-by-Name feature using Auto Attendant in Admin Console.

Applies To

  • Admin Console
  • Auto Attendant

Procedure

The Dial-by-Name feature gives callers the ability to use the audio menu to reach a specific extension within the company directory. You can view this option in your Auto Attendant settings.

Before You Begin

  1. Log in to Admin Console.
  2. Create user profiles for all the people in your company directory. This will set them up with the extensions that the Auto Attendant will dial. 
  3. Confirm that each user's First Name and Last Name on their internal caller ID is the same as the name callers will be searching for in the company directory.
    • Note: If a users name is not set up correctly, it might not appear when searched for by other users (or at all, if this is left as default resulting in the Auto Attendant looping back to the Main Menu).
  4. Each user in the company directory must set up a voice mailbox recording with their first and last name. This will be done individually on each user's phone. 
  5. Check that each user profile is in the company directory. Follow the instructions below to add users to the company directory.

Add a User Profile to the Company Directory 

  1. Log in to Admin Console.
  2. Click Users.
  3. If you wish to add an existing user, click Edit (pencil icon).
    • To add a new user, create a user profile.
  4. Scroll down and select Auto Attendant contact directory Scope.
  5. Ensure that the toggle next to Add User to Auto Attendant Directory is switched on. This should be set for every user you wish to be in the company directory.
  6. Click Save.

Configure Dial-by-Name 

  1. Log in to Admin Console.
  2. Click Auto Attendants.
  3. If you haven't already created an Auto Attendant, you can do so now before moving on to Step 4. To edit an existing auto attendant, click Edit (pencil icon) to the right of the Auto Attendant you wish to edit.
  4. Click Add Key in the Call Handling Menu. You can enable the Dial-by-Name feature in the Open, Closed, or Alternate menu.
  5. Select a key that callers will press to enable the Dial-by-Name option. For example, if callers press the "0" key, they would be able to dial extensions by name.
  6. In the second field, select Name in the Dial By submenu.
  7. If you have multiple sites, select the site to use with the Dial-by-Name feature from the Directory Scope menu.
  8. Save your changes.


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