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receptionists

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receptionists [2022/03/14 17:29] – jimreceptionists [2022/06/16 13:53] – jim
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 +{{ ::portal_receptionists.png?250|}}
 ======Receptionist====== ======Receptionist======
-{{ ::portal_receptionists.png?200|}} +One of the most powerful capabilities of a small business phone system is the **Receptionist** (also known as a phone menu or automated attendant). The ability to have customers and associates effectively reach the right people or listen to information can have a big impact on productivity. A typical configuration has different greetings and logic for open and closed business hours. A common configuration is for humans to answer the phone during business hours, and an automated receptionist when closed.\\  
-One of the most powerful capabilities of a small business phone system is the **Receptionist** (also known as a phone menu or automated attendant). The ability to have customers and associates effectively reach the right people or listen to information can have a big impact on productivity. A typical configuration has different greetings and logic for open and closed business hours. A common configuration is for humans to answer the phone during business hours, and an automated receptionist when closed.  +\\ \\ 
- +
 ===Open/Closed Receptionist=== ===Open/Closed Receptionist===
-{{ ::portal_schedule.png?200|}}+{{ ::portal_schedule.png?250|}}
 Any time you navigate to **"Configuration"** => **"Receptionist"** in the ring-u customer portal, you will see the **"Open Receptionist"** and the **"Closed Receptionist"**. These two receptionists cannot be deleted or renamed because they are tied directly to your system's defined **"Schedule"**. If you look under **"Configuration"** => **"Schedule"**, any hours you see defined are your "Open Hours" when your **"Open Receptionist"** will be used. During any hours outside of what is defined in the schedule, your system will use the **"Closed Receptionist"**.  Any time you navigate to **"Configuration"** => **"Receptionist"** in the ring-u customer portal, you will see the **"Open Receptionist"** and the **"Closed Receptionist"**. These two receptionists cannot be deleted or renamed because they are tied directly to your system's defined **"Schedule"**. If you look under **"Configuration"** => **"Schedule"**, any hours you see defined are your "Open Hours" when your **"Open Receptionist"** will be used. During any hours outside of what is defined in the schedule, your system will use the **"Closed Receptionist"**. 
 If you only want one receptionist, delete the open schedule items and use the Closed Receptionist for everything. The example to the right demonstrates a long 2 hours closed period for Friday lunch.  If you only want one receptionist, delete the open schedule items and use the Closed Receptionist for everything. The example to the right demonstrates a long 2 hours closed period for Friday lunch. 
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 ===Configure a Receptionist=== ===Configure a Receptionist===
 //This example walks you through editing the **Open Receptionist**. This is the default recording/phone menu that people who call you will hear during business hours (Business hours are defined in the system's schedule which is accessible from the Reseptionist page.). Even though this is explicitly for the **Open Receptionist**, setting up other receptionists is largely the same procedure.// //This example walks you through editing the **Open Receptionist**. This is the default recording/phone menu that people who call you will hear during business hours (Business hours are defined in the system's schedule which is accessible from the Reseptionist page.). Even though this is explicitly for the **Open Receptionist**, setting up other receptionists is largely the same procedure.//
-{{ ::portal_options.png?200|}}+{{ ::portal_options.png?250|}}
 To configure a receptionist: To configure a receptionist:
   - Log into the [[https://portal.ring-u.com|Customer Portal]].   - Log into the [[https://portal.ring-u.com|Customer Portal]].
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 ===Override Options=== ===Override Options===
-{{ ::portal_scheduleoverride.png?200|}}+{{ ::portal_scheduleoverride.png?250|}}
 Normally. what the receptionist does is controlled by the schedule, but for holidays and special events you can create a new receptionist which deviates from the normal schedule by enabling a schedule override. These can do anything that a normal receptionist can do.  Normally. what the receptionist does is controlled by the schedule, but for holidays and special events you can create a new receptionist which deviates from the normal schedule by enabling a schedule override. These can do anything that a normal receptionist can do. 
  
-{{ ::portal_toggleoverride.png?200|}}+{{ ::portal_toggleoverride.png?250|}}
 In some cases, you may want to activate a receptionist manually, for example when you go to lunch, or close early.  Checking this box allows this logic to be toggled on and off, ad-hoc, by dialing 001 from a phone on the system.  In some cases, you may want to activate a receptionist manually, for example when you go to lunch, or close early.  Checking this box allows this logic to be toggled on and off, ad-hoc, by dialing 001 from a phone on the system. 
  
receptionists.txt · Last modified: 2022/06/16 14:34 by jim
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