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Create an Internal Auto Attendant for Employees to Use

Learn how to set up an internal auto attendant for employees, allowing for improved communication within the workplace.

Written by Val Campos

Updated at February 28th, 2024

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Table of Contents

Why Use an Internal Auto Attendant? Implement the Auto Attendant Add the Auto Attendant Create a Menu Prompt Set Up the Dial Pad Menu Options Adjust Extra Options Basic Options Speech Keywords Route a Phone Number to the Auto Attendant

Why Use an Internal Auto Attendant?

In some circumstances an employee may need to report their absence or reach out to a manager about any urgent matters. Instead of having them call the business' main phone number, they could instead call an alternate phone number. This alternate phone number could route their call to an auto attendant that routes their call depending on their needs, such as directly to a manager or a dial-by-name directory. 

✔ Using an internal auto attendant like this can help employees conduct their business quickly without having to call the business' main phone number and possibly wait on hold. 

 

 


Implement the Auto Attendant

To implement this type of auto attendant, the following will need to be done:

  1. Add a new auto attendant.
  2. Set up a menu prompt for the auto attendant.
  3. Configure the dial pad menu's options.
  4. (Optional) Adjust any extra settings for the auto attendant.
  5. (Optional) Route a phone number to the internal auto attendant.

Add the Auto Attendant

  1. Navigate to the Auto Attendants page. 
  2. Click the Add Attendant button.
  3. In the Add an Auto Attendant modal, fill in the following information:
    • Name - Type in a descriptive name for the auto attendant.
    • Extension - Type an extension number that is not yet in use.

      Quick Tip: Extension numbers in the 8100s are recommended for auto attendants.

      It is also good practice to keep your Auto Attendants in sequential order by organizing them in number ranges.

      For example, if you have an Auto Attendant already created that is extension 8100, then the next New Auto Attendant would be created as 8101, then 8102, and so on.

       
    • Time Frame - Select default (all the time).
  4. Click the Add button when finished.

    ✔ Clicking Add will pop up a new screen for configuring the new auto attendant's prompt and dial pad menu options. 

     

Create a Menu Prompt

In the new auto attendant, a menu prompt will need to be created that tells any callers what their options are. 

To create a menu prompt for the internal auto attendant…

  1. Click the Manage Audio icon.
  2. In the Manage Audio modal, create a greeting using either of these methods:
    • Use the Text-To-Speech tool.
    • Upload a greeting from your PC.

      WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file. 

      Convert an Audio File Using G711.org

      To convert the audio file, you can use a free site named g711.org. To do so…

      1. Visit g711.org.

      2. In the Source File section, click the Browse button.

      3. Select the audio file to be converted.

      4. In the Output Format section, ensure that the Standard Definition option is selected.

      5.Click the Submit button.

      ✔ Doing so will pull up a new page with a link.

       

      6. Right-click the link and select Save link as.

      7. In the File name box, type a name for the converted audio file and then click the Save button.

       
       

      DANGER: Not converting the music file can cause catastrophic issues for your phone system.

       
       
    • Record a greeting by sending a call to be recorded to a phone.
  3. Once completed, click the Save button.

Set Up the Dial Pad Menu Options

Now that the auto attendant has a greeting that explains the options available to use in the auto attendant, the Dial Pad Menu section can be configured to have its options match the menu prompt.

To set up the dial pad menu's options…

  1. In the Dial Pad Menu section, click a Dial Pad Menu number.
     
  2. Select an application to use for that number. 

    Available Dial Pad Menu Options

    User

    This menu option will take the caller to the extension entered.
    mceclip6.png 

    You can search the internal user by name or the extension number. 

    The Caller ID Prefix will add text to the front of the caller ID.

    Conference

    This option will take the caller to a specified Conference Bridge.
    mceclip8.png

    To add this option, type in the name or the extension number of the Conference Bridge. Click Save to completely add in this option.

    Call Queue

    This will menu option will take the caller to a Call Queue specified in the field below.
    mceclip9.png

    Select a call queue by typing in the name or the extension of the particular call queue. 

    Using the extra options, users can add in an announcement message of how many callers are in the queue, or how long the expected wait time is for callers.

    The Caller ID Prefix will add text to the front of the caller ID. 

       –  This option can be handy for labeling calls originating from certain phone numbers on the account. 
       –  This option is also commonly used for labeling calls with the name of the department the call is going to. 

    Directory

    This menu option will take the caller to the Dial-by-Name Directory.
    mceclip10.png

    From the dial-by-name directory, callers will be able to look up a user using the first 3 letters of either their first or last name.

    Note: By default, the dial-by-name directory searches users by last name.

    To adjust the directory to search by first name, please contact our technical support team by calling (469) 429-2500 or emailing support@spectrumvoip.com. 

     
     

    Voicemail

    This menu option will take the caller to the specified User's Voicemail to leave a message.
    mceclip11.png 

    To select a specific user's voicemail, type in the name or the extension of a specific voicemail box. 

    Voicemail Management

    This will take the caller to a directory-like menu where they can access a specific voicemailbox. 
    mceclip12.png

    The Voicemail Management prompt will ask for the extension number of the mailbox and that extension's voicemail PIN. 

    External Number

    This option will take the caller to an external 10-digit phone number.
    mceclip13.png

    Type in the phone number you want the system to dial when pressing this option. 

    Play a Message

    This will take the caller to recorded message.
    mceclip14.png

    You will need to provide the message that the system will play the caller. In order to add in this audio…

    1) Click the Manage Audio icon.
     

    ✔ Clicking this icon will pull up the Manage Audio menu.
    mceclip15.png

     

     

    2) In the Description box, type a name for the greeting.
    3) Add in the audio file by either uploading an audio file (in a WAV file, mono channel, and 8000 Hz format) or recording a greeting.
       –  Upload: Click the Browse button and select a formatted audio file from your PC. Click the Save button.

    DANGER: The audio file needs to be in a WAV file, mono channel, and 8000 Hz format to be properly read in the phone system. 

    To convert your audio file, use this handy website:

    G711.org - Telephony File Converter

    When using this website to convert the file, select the Standard Definition option for the Output Format. 
     

       –  Record: Type in an extension number or a phone number to send a call to. Follow the phone call's prompts to record the message.

    4) Click Save to add the message.
    5) Use the After the message plays drop-down to select the caller's next destination.
       –  Select Repeat the greeting prompt from the drop-down to route the call back to the main menu.
     

    Repeat Prompt

    Using this option will replay the main greeting.
    mceclip16.png

    Add Tier

    This menu option will give callers another menu to route the calls without creating another auto attendant. 
    mceclip17.png

    Note: The max number of tiers you can have is 1; however, each Dial Pad Menu option can have its own extra tier.

     
     
     
  3. Fill in and select any options shown for the application selected.

    Note: Depending on the application selected on step 2, the options shown will differ.

     
  4. If needed, click Remove to remove the dial pad menu option being configured.
  5. Repeat steps 1-3 for each dial pad menu option that is needed. 
  6. Once completed, click the Save button.

Adjust Extra Options

While setting up an Auto Attendant, there are extra settings that can be adjusted to fine-tune how the Auto Attendant acts.

Click the gear icon mceclip3.png on the right to pull up the Options modal where the basic and speech keyword settings can be adjusted.

Basic Options

There are several, basic settings that can be adjusted to customize an auto attendant. Each of these settings affects how the auto attendant will handle a call under certain circumstances. 

mceclip4.png

Basic Options to Adjust

Dial by Extension

The Dial by Extension feature allow callers in an auto attendant to dial the extension number of an employee to skip past using the options. 

Quick Tip: Disabling Dial by Extension ensures that callers can only reach an employee by following the auto attendant's options.

This setting is enabled by default and can be easily switched by clearing the checkbox. 

 

If no key is pressed

If the caller does not select an option before the timeout expires, you can route the call to repeat the greeting, go to an option that is already set, or hang up the call.

If unassigned key is pressed

Using this option, you can route callers that press an unassigned key to either hear a repeated greeting, go to an option that is already set, or hang up the call. 

Timeout before first key press

This option determines how long the auto attendant will wait before recognizing any key presses. 

Note: By default, the system will wait 3 seconds before recognizing keys pressed.

 

Timeout after the last key press

Unlike the first key press, this option determines how long the auto attendant will wait after the last key press to register another key press.

Note: By default, the system will wait 3 seconds before registering another key press.

 

Maximum key presses to collect

You can use this option to set a limit for how many keys can be pressed. 

 
 

Speech Keywords

Speech Keywords are used by the Auto Attendant to trigger routing whenever it hears a certain word or phrase spoken by the caller. Each dial pad option can have multiple keywords/phrases implemented. 

Adding Keywords and Phrases…

Whenever you add a dial pad menu option, an entry will populate in the Speech Keywords section of the Options modal:

These options can be clicked to show a field for entering in a word or phrase:

Using the Add a keyword or phrase box, type in what you would like the system to listen for to route calls to this selected option.

Click the Done button to save these changes. 

 
 

Route a Phone Number to the Auto Attendant

If needed, you can route an unused phone number to the new, internal auto attendant. This phone number can then be given to employees as a phone number that they can call regarding internal matters, such as reporting their attendance or referencing the dial-by-name directory to reach a coworker. 

✔ Having a separate phone number for employees to use can help make it quicker and easier for employees to call in and conduct their business.

 

To assign a phone number to the internal auto attendant…

  1. Navigate to the Inventory page.
  2. Click the phone number you would like to assign to the auto attendant.
  3. In the Edit modal, configure the following options:
    • Treatment - Use the dropdown to select Auto Attendant.
    • Auto Attendant - Type the name or extension number of the internal auto attendant.
    • Notes - If needed, type a description about this phone number and its purpose.
  4. Once done, click the Save button.

    ✔ You should now see this phone number updated and listed alongside your other phone numbers.

     
  5. Place a test call to this phone number to confirm this phone number is routed correctly and that the auto attendant sounds correct.
stratus auto attendant types of auto attendants special auto attendants dial by name dial-by-name directory internal phone number employee line internal auto attendant

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