Menus

A menu is generally the first thing incoming callers will hear when they dial your Phone.com number. Your system will play your custom audio message telling callers which key to press. (Press 1 for Customer Service, press 2 for Sales…).

• Add a Menu
• Caller Selection and Action
• Edit Menu
• Using Your Menu

Add a Menu

We always recommend recording your Outgoing Menu Greeting first before creating your menu. To learn how to create a greeting, please reference the Greetings User Guide.

To add a menu, begin by selecting the Menus option from the navigation bar.

Select the button to “Add a Menu”.

The “Add Menu” process now begins. Complete the first section to begin your Menu creation:

Name

Give your menu a nickname to help you identify it when configuring your Call Handling Rules.

Outgoing message

This is your prerecorded audio message telling callers which key to press. (Press 1 for Customer Service, press 2 for Sales…)

Invalid entry message

This is an audio message that plays when caller makes invalid menu selection. Example recording: “I’m sorry, that entry is invalid. Please try your option again.”

Allow extension dial

This setting allows callers to enter in an extension number at anytime to bypass the menu and dial that extension directly.

Caller Selection and Action: Telling the Menu What to do

After the initial Menu set up is complete, the next step is to tell the Menu what to do when the caller presses the correlating menu option on their phone’s keypad.

Here’s how your Caller Selection and Action page will display.

Caller Selection are the keys on the keypad.

Action describes what happens when the caller presses that option on their keypad.

Create your Menu to follow your rules, based on your initial Outgoing Message.

Begin by clicking the “Edit” button to the right of the Caller Selection.

• The Call Handling Rules window will open allowing you to select your preferred action for this Caller Selection.

Select your desired Call Handling Rule. To learn more about Call Handling Rules, please reference the Call Handling Rules User Guide.

After your Call Handling Rule is selected, it will display on your Menu.

In the example below, if the caller dials “1″ on their keypad, the call will be forwarded to Jenny’s extension 730.

Continue to make your Caller Selections for your Menu. When finished, click the “Save Changes” button.

Edit Menu

To edit an existing menu, select the pencil and paper icon located to the right of your menu listed on the Manage Menus page. Make your changes and remember to save your menu.

Using Your Menu

The Phone.com is similar to a big game of connect-the-dots. After your Menu is created, you need to connect it to your Number. Below you will find instructions on how to make this happen.

Connecting your Menu to your Number

Select the “Numbers” option on the navigation bar.

Select the “Edit” button to the right of the number to work with.

In the “Edit Number” section, select “Edit” to the right of “Number Action”.

The Call Handling Rules will open in a new window.

In the Call Handling Rules window, select the operation to “Go To Menu”.

Select your desired Menu.

When your selections are made, click the “Save Rule Settings” button.

After selecting “Save Rule Settings”, you will return to the “Edit Number” page. The “Number Action” will display your new selection.

Verify your settings are correct, then click the “Save” button.

Your number will now be set to direct calls to your Menu.