Express Console
Product Description
Product Description
The Express Console application was created to route Incoming calls using a new business phone number. With this service, customers can efficiently separate their business calls from calls to a personal number using the same mobile phone device. The phone service allows only inbound calls to be forwarded to an external number (for example, cell phone number) or to the receptionist answering service. If the call is not answered, option B allows the caller to leave a voicemail in the Express Console Inbox or in the mobile phone inbox.
On the surface, the service/platform delivers standard telecom phone services. However, behind the scenes, the service leverages cutting-edge Voice over IP (VoIP) technology to enable advanced, cost-saving services. The platform can deliver telephony solutions with unparalleled efficiency and capabilities by hosting operations in the cloud and employing AI.
Not supported:
- Outbound calls
- SMS and MMS
- Fax (sending and receiving)
- More than one phone number per account
- Forward to International numbers
Definitions
Services supported by Express Console include (Call routing options):
- Forward-Connect service routes callers according to your instructions. Route your new business line to any phone number without sharing any information you do not want to.
- AI-Connect service routes callers according to your instructions 24/7 so that you can connect your callers with the right person and stop wasting your time with annoying SPAM and robot calls.
- Customers will need to add their calendars. Google Calendar is the only calendar accepted at this time.
- Customers can set up up to 7 different types of appointments.
- Customers need to keep their calendars up to date so they do not have any unwanted appointments scheduled.
- AI-Connect service is available 24/7
- AI-Connect Plus gives you all the services of AI-Connect, with a large language model FAQ database to answer questions for your business- anytime, anywhere.
- Live Answer-Connect provides your business its very own live-answering service
- Live Answer-Connect service is available 24/7
Destinations
-
- The “Destination” is a way to forward the Caller to your contact.
- The Product offers 3 types of Destinations:
- Phone number (up to “x” numbers supported for each contact)
- Live a voicemail. The customer can access the voicemail from the Call logs
- The “Phone number” destination allows cold and warm transfer
- If the transfer setup with a “Warm transfer”, the caller will provide their name, and it will be announced to the recipient. The recipient can accept or reject the call. If the call is not answered, it will be directed to the next destination.
- If you want the service to send the call to its destination without any screening, uncheck the “Warm transfer” box. Do this if you want callers to leave voicemail messages on your mobile device voicemail rather than this account voicemail.
- Each contact can have only 1 “Send to email” destination. Currently, we do not support sending multiple emails.
- The destinations are auto-reordered to put the “Phone number” destinatiat the on top and one of the final destinationVoicemailail emailail) at the bottom. After the final destination is executed, the call will end and can’t be forwarded to any other destination.
Script
- The script is a special instruction for AI-Connect (Automated AI receptionist) or Live Aswer-Connect (Live person answering the call)
- Scrip includes instructions on how to answer the calls, business description, business address, and link to a calendar to set up appointments, contacts, and their destinations
- The initial script is created automatically with the information pre-filled on behalf of the customer. Customers can update the script at any time.
- The Live Asnwer-Connect script has a few plans depending on the expected volume of calls. Plan cost includes the number of minutes per month. If a customer receives more calls than were included in his plan, the system will calculate the overages and bill for that amount additionally. All overage minutes cost $1.50 per minute.
In-call features
In-call Features are dial commands that can be used during calls to place a call on hold, transfer the call, etc.
List of in-call feature dial codes:
- Attended Transfer – [*][2]
- Grab back transferred call – [*][0]
- Transfer call to Voicemail – [*][2][*][extension]
- Call Recording – [*][7]
- Placing a call on hold – [*][8]
- Call Blocking/Unblocking – [*][9]
Active service & switching service
- Each account has only one active service at the moment. The active service is marked with the check mark on the left navbar and after the user logs in to their account, the page with the currently active service is loading by default.
- A customer can switch a service at any time. To switch a service select a new service from the left navbar, double-check if all fields are pre-filled properly, update information if needed, and save it as your new active service. The system will display the
Billable items
- Included per each account:
-
- One free phone number
- Unlimited Virtual extension (allows only Inbound calls)
- Voicemail transcript
- Add-ons (the customers can add to their account for an additional price):
-
- Vanity phone number (easily memorable or with the related term inside, for ex. ) plus applicable taxes
- Call recording
- Premium hold music
-
- For the Live Answer-Connect call route, the callers can exceed the number of minutes per month. In this case, the account owner will receive an invoice for overages minutes in that month.
AI Number Picker
Our AI Number Picker is integrated with ChatGPT API to provide creative solutions for picking the right number for the customer’s business and location. To start a number search, the customer can enter the short business description, the city or state, one or many area codes, the toll-free number as a term, or all information together. The ChatGPT will return the list of suggested numbers from that area code and cities around it. If any business description has been entered in the search field, the results will have the numbers with included terms and synonyms related to the business domain.
Examples:
Query: “Toll-free numbers”
Query: “Bakery, coffee shop, Italian gelato in 941 area code”
Signup Process
The Signup Wizard has 4 steps:
- Step 1: Pick a number with the AI-generated number picker
To start a Smart search process, type a short description into the Search field. You can enter any word, phrase, or pattern. You can choose an area code, business description, name, location, or easy-to-remember digits.
For example: “Goat farm, milk and cheese, goat yoga in Central NJ”
To reserve a number, click on the number plate and the system will reserve this number for you for 1 hour. If you do not finish the signup process within 1 hour, your number will be returned to the inventory pool and you will need to pick a number again.
Some custom numbers require a one-time acquisition fee. This will not increase your monthly fee. You can see the amount in the top right bubble. If you select this number, the cost will appear under the Order summary in Step 3 of the signup process plus applicable taxes.
Note: At the moment when you try to reserve a number, another customer could click on the same number before you do. In this case, the system will notify you that this number is already reserved and you need to pick a different number to proceed with the signup.
After a number is successfully reserved for you, the system will redirect you to the next step.
- Step 2: Choose your Call routing option
You can choose one of the available Call routing options to handle the incoming calls to your new number.
Note: Click on a Play button for each route to listen a demo on how this feature works.
Each routing service has a flat rate price with all fees and taxes included in this amount:
- Forward-Connect – $14.99
- AI-Connect – $21.99
- AI-Connect Plus – $31.99
- Live Answer-Connect – (50 mins for $129.99 per month)
Note: We are auto-configuring the Live Answer-Connect route with the smallest plan – 50 mins for $129.99 per month. If your business needs more Live minutes to answer calls, you can upgrade a plan any time after signup is completed.
- Step 3: Review and checkout
Fill out (or review if it was auto-prefilled) the information about your business and click on the “Continue” button.
The loader will notify you about the progress of the account creation flow
After your account created, you can review, update, and save your call routing configuration. On Step 4 the call route is fully functional and you can make a test call.
Signup Configurations
After Signing up is completed, the account has the initial Call Handling Rules configured using the selected service as option A (Forward-Connect, AI-Connect, AI-Connect Plus, or Live Answer-Connect). In case there is no answer, option B will send a caller to this account’s voicemail inbox.
- As soon as the account is created, the Call routes are fully configured, and the user can make a test call immediately.
Note: The Live Answer-Connect route requires 1-2 business days for your Receptionist to get familiar with the script and your business description
- The account has been created with an Unlimited Virtual extension which has xxx minutes included.
- The account has one phone number included with the Voicemail transcript added-on and activated.
- AI-Connect and Live Answer-Connect Call routes will be created using the Receptionist script form.
- After Signup, user can make any adjustments in the selected service configuration and save their changes
Forward-Connect configuration:
If a customer selects the Forward-Connect route for his new phone number after signup, the initial default setup for this option is configured as:
- Forward a call for this number (+1(352) 639-1238) to the customer’s cell phone number (+1(908) 608-4739) entered on Step 3 of the Express Signup
- The Welcome message is not activated
- The customer will see the Calling number as the Caller ID
- The default ringtone is selected
- If there is no answer, the call will end up in the Voicemail.
Note: To receive a Voicemail in the account’s inbox, the customer needs to enable the Call Screening option
On Step 4 the customer can update a default configuration and save these new settings for his Forward-Connect call routing.
Configurable options:
The “Welcome message” or Greetings is what the caller will see after they dial the company number.
- The Greetings can be configured as a “Read a text” (or Text to speech) option. We pre-filled the default Greetings for the customer’s convenience but this message is editable and can be updated on Step 4 or any time later. Customers can update a message and play the updated version immediately. We are using the poly voice “Joanna” created for the English language.
Pro tip: make sure to use punctuation like dots (.) to end sentences, and commas (,) to put a pause, so it sounds more natural!
- Another option to add custom Greetings is to record your own voice by clicking on the “Mic” button and clicking the same button again to stop recording. After the recording stops, you can listen to the recorded Greetings and save it or delete and re-do it.
- The third option to create your custom Greetings is to upload a professionally recorded file using the “Upload a file” button.
Note: The file size can’t exceed 4 MB.
- This option allows to choose which caller ID to show when you receive a call. The “Caller’s ID” will show the caller’s phone number. The “Called Number” will show the phone number they called so you can see that you have a business call to your number.
- Using the “Ringback tone” feature you can select a ring tone that your caller will hear after dialing your number.
- If you didn’t answer the call, it will be forwarded to the Voicemail after 60 seconds of ringing. If you are forwarding a call to your cell phone number, you can choose where you would like to receive the Voicemail:
- In your mobile device
- In your account’s Voicemail Inbox
- To send a Voicemails to your account’s Inbox, you need to activate the Call screening option. Answer the call to hear the caller’s ID and the number they called. You then have the option to accept or reject the call. And while you’re deciding whether or not to accept the call, the caller hears your selected ringtone. Any text entered under the voice tag field will be played as soon as you pick up the phone call (before the call is connected with the caller).
Note: The Call screening feature ensures that unanswered calls stay in this account’s voicemail.
AI-Connect configuration:
If a customer selects the AI-Connect route for his new phone number, after signup the script is auto-prefilled and fully configured with the default options:
- The first contact is created with one destination – Forward to the customer’s cell phone number using the cold transfer which means simply forwarding to your number without asking if you would like to be connected to that caller.
- The Greeting is configured as “Thank you for calling [your company name]”. At the end of the greeting, the AI adds “I’m happy to connect you, one moment please”. This scenario works for one contact with a cold transfer destination
- The appointment option is set to “No” by default.
- After clicking on the Save button, the service is fully configured and the customer can make a test call in a few minutes after Signup.
Configurable options for AI-Connect:
The Greeting field has two parts:
- Configurable by customer
- Added by AI-Connect logic
The default value for the configurable Greeting part is “Thank you for calling {Company name}”. You can add more information or details to this part of Greeting.
AI-Connect logic adds a second part of the greeting based on the script configurations. You can see this part on the “AI-Connect response” filed.
- One contact, Cold transfer, and Appointments are not activated: The AI-Connect response is “I’m happy to connect you, one moment, please.”
- One contact, Warm transfer and Appointments are not activated: The AI-Connect response is “I’m happy to connect you, may I have your name, please.”
- Multiple contacts, Appointments are not activated: The AI-Connect response is “I’m happy to connect you, just say the name of the person or team you’d like to reach. If you don’t know, say “I don’t know”. So, who would you like to speak with?”
- One or Multiple contacts, Appointments are activated: The AI-Connect response is “I can connect you to the appropriate person or team, schedule a new appointment or assist with rescheduling or canceling an existing one. What would you like to do?”
The AI-Connect route allows to setup appointments automatically using you calendar. We support two calendars: Google and Outlook
Click on the one of the Calendar options and enter your email address. After a few steps of verification your address, your script connects to your calendar and now you can specify what kind of services you are offering, appointments durations, scheduling windows for your weekdays and weekends.
Note: After saving a script give a system 3-5 minutes to run the updates before making a test call.
Note: Currently the AI-Connect script supports up to 7 different service appointments.
Live Answer-Connect configuration:
- After Signup and completing Step 4, the Live-Answer Connect service is fully configured but your real Live Receptionist person needs to read your script, learn all info about your company provided in the script and ensure that all instructions are clear and provides all details needed.
Note: Whenever you are creating or updating a script, please allow 1-2 business days for new script or script’s changes to take effect.
The default plan for Live Answer-Connect service during signup activation is 50 minutes for $125 per month. Based on your call volume, you can choose from the drop-down list on the “Select a plan” field a new plan that covers more minutes. If you during the billing period (month) you will have more receptionist talking minutes, the system will calculate an overage and add the amount to your monthly charge.
We are pre-filling the most fields with information from your account but you can update any field to customize your information and provide the best value for your callers.
If you will activate an appointment option, please provide a publicly accessible link to your calendar. Your calendar provider should have a support article on how to make the calendar accessible by other people.
In the “Call handling instructions” field you can specify all the details how your call should be handled by live person (your Live receptionist). Here are some examples:
- Ask to collect some specific information from your callers (name, phone number, a reason for call,…) and send it to your email address
- You can specify if the Live receptionist should share or not share your office address
- You can have different flows for current and new customers
- You can simply ask to forward calls to your contacts number
Cancelation policy
Product Support
- When CSRs access the Express Console from Admin 2.0, the sticky note will appear “Account was created via Express SignUp. It should only be opened in Express Console.”
FAQ
How many concurrent calls can be answered?
There are no known limits.
What is the Designated Contact?
In the list of contacts you provide to the Receptionist Service, you can define one as the default in case the caller does not have a name to ask for. In that case, the AI will forward the call to the Designated Coitac (where he o is one of the people on the contact list).
What services are supported by this product?
- Forward-Connect
- AI-Connect
- Live Answer-Connect
How do I Cancel the service?
Click the top left icon with the person’s avatar and select “Cancelation Request” to send an email to request an account cancelation. Please specify the reason for cancelation. A support person will contact you.
What kind of payment options do you accept?
We accept Credit Cards.
How do I change my greeting?
Go to the active service page and change the greeting for that service.
How do I change my greetings on a specific service?
To change a greeting on the Forward-Connect service:
- Log in to your account.
- Select the Forward-Connect service from the left navbar.
- Under the Welcome message field, turn the slider “on” to activate a greeting feature
- Select one of the options: Read a text, Record a message or Upload a file and fill out the data. Test your updated greeting using a “Play” button
- Save the changes and test the new greeting by making a call.
To change a greeting on the AI-Connect service:
- Log in to your account.
- Select the AI-Connect service from the left navbar.
- In the script change the customizable part in the greeting section. The second part of the greeting is defaulted by AI and depends on the number of contacts, type of forwarding (cold or warm) and activated or not appointments feature.
- Save the changes and test the new greeting.
To change a greeting on the Live Answer-Connect service:
- Log in to your account.
- Select the Live Answer-Connect service from the left navbar.
- In the script change the greeting field value.
- Save the changes and test the new greeting.
What are my Music on hold options?
The Hold music settings describe what the customer will hear when you put them on hold or start transferring to another user.
- The default Hold music is set to Soft Rock option but you can update it to any other Standard Hold Music option on the System Settings page
How can I differentiate between business calls and my personal calls?
Call Screening, Voice Tag and Caller ID to Display are features that allow you to identify calls that are forwarding from your number on this account to an off-net number.
What Caller ID should I choose to display?
This option allows you to choose which caller ID shows when you receive a call
Caller’s ID will show the caller’s phone number. Called Number will show your account number that they called.
Pro Tip !: If you set Called Number then save your account’s number in your contact list whatever name you save it as will show as the caller ID when you get a call from that number. This is useful for those with multiple business numbers.
i.e If you save your number as ” Office” your caller ID will show as “Office” when you receive a call from that number.
What is the Voice Tag?
Any text entered under the voice tag field will be played as soon as you pick up the phone call (before the call is connected with the caller), this is a useful feature for customers who may have multiple numbers with different business types, this way they are prepared to answer the call accordingly.
Call Screening
The call screening feature offers the ability to connect or reject the incoming phone call by pressing 1 or hang up on their dialpad. This feature can be used concurrently with the voice tag feature to let users know what calls to answer and what calls to send to voicemail. The option to connect or reject the call will play after the voice tag text is read.
Note: this feature also makes sure calls stay in your account voicemail.
How can I access my Call logs?
Log in to your account and select the “Call Logs” submenu item under the “My Account” menu on the left navigation bar. The Call Logs contain information about all Calls on your account plus Voicemails and Call recordings associated with your calls.
Click on the options icon (three dots) for each call log to expand the information, and you can see all the details about this exact call.
Why to use a Call recording feature?
There are a lot of reasons for wanting to record a call. Whether you’re a lawyer, therapist, realtor, notary, call center, utility company, bank, etc. – there are many types of businesses that rely on call recording to keep a record of conversations for legal or monitoring purposes, here are a few examples:
Insurance Claims and Healthcare — Insurance claim conversations should be recorded in order to provide clear documentation of everything said. This eliminates speculation and false claims from scammers. This will ultimately protect your company and save money in certain scenarios.
Billing — When goods or services are purchased by phone, federal law requires that all disclaimers, terms, and conditions of the purchase be clearly explicated. A recording covers liability and proves the company took the requisite steps for a transaction.
Phone-Based Employees — For call center employees, oftentimes recorded conversations are used in training. This also comes in handy in identifying pain points in the company, resolving customer disputes, and ultimately bolstering brand loyalty.
Industry Regulation Compliance — Many industry regulations do not necessarily require calls to be recorded; one can be used to settle a claim against a company’s behavior, proving compliance and reducing liability and financial loss.
How do I record my phone calls?
The Call recording feature is available as an add-on service or as an in-call option.
- Record all Incoming calls automatically: To activate an add-on service, go to the Call Recording section under the System Settings and select a Call Recording plan. We are offering 300 minutes for $4.95 per month or $1000 minutes for $14.95 per month plus applicable taxes and fees. In some states, the Recording beep is required to be enabled (learn more about legacy requirements here). Save your new System Settings and make a test call. After the Call recording add-on is activated, all your Incoming calls will be automatically recorded. You will find the recordings on the Call Logs.
- Record calls on your choice using in-call feature “*7 Call Recording”: Works whether the account has recording enabled or not.
How to use
- Dial *7
- You hear a message saying if call recording has started or stopped.
- Other end does not hear anything.
- Press *7 as many times as you want during a call to start or stop recording.
- Recording is available in the call logs.
Notes
- If there are multiple sections recorded, they will be concatenated into one recording available in the call logs.
- If recording was already enabled at the system level, *7 will STOP the recording (e.g. useful if you are taking a payment over the phone and don’t want to record a caller’s credit card number).
- If call recording beep is enabled, *7 will start or stop it as appropriate.
Do I need to activate a Recording beep?
In accordance with the laws of several states that require all-party consent for call recording, the system has an option to turn on the tone for the account with call recording. The faint beep occurs every 15 seconds to inform parties that the call is being recorded.
You can turn off or on the call recording beep using the Call recording section under the Systes Settings tab.
You are responsible for your compliance with all laws related to the recording of conversations.
How do I access and download my call recordings?
- You can access your call recordings from the Call logs. Each recording is attached to the initial call and has an option to play and download
ADD PICTURE
How to block a number?
The block will protect your business from repeating spam calls. You can add any number to the block list and remove it from the list.
The system allows to block a number in a few different ways:
- From the left navbar: Select the “People” menu item on the left navbar and click on the “Block Number” tab. Enter a phone number or pattern in the “Pattern” field, add the notes and click on the Save button.
- From the Recent Calls tab: Click on the “Block” icon to add a phone number to the “Blocked Numbers” list
- From the Call Logs: Click on the “Block” icon from the Call Logs to add a number to the “Blocked Numbers” list.
- Using in-call features: You can block a number being on a call by Dial *9
- If other end is NOT on the Spam Callers List, they are added to it.
- If other end IS on the Spam Callers List, they are removed.
- Blocker hears “This caller has been blocked” or “This caller has been unblocked”.
- Blockee does not hear anything.
- Call continues.
Does not work for:
- Calls from anonymous caller ID
- Extension-to-extension calls
- NOTE: You can dial *9 multiple times in a call to block/ unblock
How to unblock a blocked number?
- Go to the Blocked Number tab and select a number you want to unblock. Click on “Delete selected” button. The system will notify you that the number was successfully deleted.
- Go to the Call Logs and click on the “Unblock” icon near the blocked number. The number will be unblocked and removed from the “Blocked Numbers” list.
How to use in-call features?
*2 Transfer
How to use
- Dial *2
- Other end hears hold music
- You hear “Please enter an extension followed by the pound sign”
- Enter an extension or phone number
- Press #
- Optionally stay on the phone to talk to the person you are transferring to
- Hang up to complete the transfer
To cancel
- After dialing *2 but before entering an extension → press #
- After dialing *2[extension]# → press *0 (Here is what the flow looks like: A calls B, B transfers to C, B pressing *0 terminates the call between B and C, leaving A and B still connected)
Invalid entry
- Upon invalid entry, the caller hears “That was an invalid entry” and is returned to the caller
- In order to try again, dial *2 again
Caller ID
- Assuming A is on a call with B, and B transfers to C
- B’s caller ID is shown on C’s phone while ringing
- A’s caller ID is shown on C’s voicemail (if C is an extension AND the call goes to voicemail. Does not work for calls to DIDs, only calls directly to extension numbers)
- When transferring from off-net (i.e. DID > Fwd Call: off-net), the transfer will appear as coming from the account’s default extension or from a random extension.
NOTE: There will be two call logs entries: the original call and a second outbound call for the transfer
*2*500 Voicemail Transfer
Behaves the same as *2, except that it goes straight to the extension’s voicemail. This is STILL an attended transfer and requires the transferer to hang up to complete the transfer.
How to use
- Dial *2
- Dial *500#
- Hang up
Caller ID
- Assuming A is on a call with B, and B transfers to C
- A’s caller ID will be on the voicemail
*7 Call Recording
Works whether the account has recording enabled or not.
How to use
- Dial *7
- You hear a message saying if call recording has started or stopped.
- Other end does not hear anything.
- Press *7 as many times as you want during a call to start or stop recording.
- Recording is available in the call logs.
Notes
- If there are multiple sections recorded, they will be concatenated into one recording available in the call logs.
- If recording was already enabled at the system level, *7 will STOP the recording (e.g. useful if you are taking a payment over the phone and don’t want to record a caller’s credit card number).
- If call recording beep is enabled, *7 will start or stop it as appropriate.
*8 Hold
Uses system hold music.
How to use
- Dial *8
- Other end hears hold music
- You hear “Press any key to return to the call”
- You can press any key to return to the call.
*9 Block Caller
How to use
- Dial *9
- If other end is NOT on the Spam Callers List, they are added to it.
- If other end IS on the Spam Callers List, they are removed.
- Blocker hears “This caller has been blocked” or “This caller has been unblocked”.
- Blockee does not hear anything.
- Call continues.
Does not work for:
- Calls from anonymous caller ID
- Extension-to-extension calls
- NOTE: You can dial *9 multiple times in a call to block/ unblock