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Configuring company auto attendant settings

Updated over 3 months ago

An auto attendant is an amenity that functions as an automated answering service that gives callers menu options they can select from to connect to members or departments. When you edit auto attendant settings, you set the dialing scope, which controls the extensions that callers can connect to within your organization.

When companies purchase an auto attendant amenity through a contract, the auto attendant inherits either the system or property settings (should the property settings have been changed from the system settings). You can further configure auto attendant settings for each of your companies. For more information, see Configuring system auto attendant settings and Configuring property auto attendant settings.

You can configure how the auto attendant behaves during business hours, during after hours, and on holidays to set unique auto attendant menus for each timeframe. You can also use a different audio announcement for each timeframe. For more information, see Adding a company auto attendant menu and Adding a company auto attendant audio announcement.

This article is part of the Kube voice flow. For more information, see Kube setup checklist.

NOTES:

  • If your organization has not purchased Yardi Kube Voice, Kube does not show voice information.

  • Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

  • For the auto attendant to appear on the company's Auto Attendants screen, you must first configure the auto attendant amenity. For more information, see Configuring voice amenities.

To configure company auto attendant settings

  1. Select Customers in the top menu and select Companies from the drop-down menu.

  2. Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.

  3. Select Voice in the side menu and select the Auto Attendants tab.

  4. Locate the auto attendant in the grid and click the auto attendant's name.

  5. Click the Edit button.

  6. Complete the fields in the General section. For field descriptions, see the General Fields Screen Reference.

  7. Complete the fields in the Dialing Options section. For field descriptions, see the Dialing Options Fields Screen Reference.

  8. Click Save.

TIPS:

General Fields Screen Reference

Name

For internal reference.

Calling Line ID First and Last Name

Name that appears on the caller ID when the auto attendant connects a call.

Time Zone

Time zone the auto attendant uses. Defaults to the property's time zone.

Calling Line ID Phone Number

Phone number that appears on the caller ID when the auto attendant connects a call.

Phone Number

Phone number assigned to the auto attendant that connects callers to the auto attendant.

Extension

Extension of the auto attendant phone number.

NOTE: Kube automatically generates the extension when a phone number is assigned to the auto attendant.

Dialing Options Fields Screen Reference

Scope of Extension Dialing

Select the scope of extensions the auto attendant can transfer to.

Enterprise: Set this option if the auto attendant should be allowed to dial extensions from any company with voice services in your organization.

Group: Set this option to limit the auto attendant to only voice services within its assigned company.

Department: Departments are not available at the time of writing, and this setting is not applicable.

Scope of Name Dialing

Select the scope of voice assigned members that the auto attendant can transfer to.

Enterprise: Set this option if the auto attendant should be allowed to dial by name from any company with voice services in your organization.

Group: Set this option to limit the auto attendant to only voice services within its assigned company.

Department: Departments are not available at the time of writing, and this setting is not applicable.

NOTE: Name dialing allows callers to type in a member's name to reach the member.

Name Dialing Entries

When a caller searches for a voice member by name, set whether they enter the last name or the first name first.

CAUTION: These settings are inherited from the system settings, and it is not recommended to make changes to this section.

Menus - hours and menu selections screen reference

Menu Settings

Business Hours Greeting

Select whether you want to use Kube's default audio announcement greeting that states that the caller has reached an auto attendant (Default) or a custom announcement you upload (Personal Greeting).

NOTE: When you select Personal Greeting, you must select an announcement in the Audio field that appears. For more information about uploading audio announcements, see Adding a company auto attendant audio announcement.

Audio

When you select Personal Greeting in the Business Hours Greeting field, you must select an audio announcement that the auto attendant plays for callers.

This field only appears if you select Personal Greeting in the previous setting.

Enable First-Level Extension Dialing

Enable this option to allow callers to enter member extensions at any time while the auto attendant greeting plays.

After Hours

Business Hours

Select the business hours for the auto attendant. The After Hours auto attendant is used outside of the selected business hours.

NOTE: This field only shows on the After Hours tab. If you need to change your voice business hours, contact Yardi technical support.

Holiday Hours

Holiday Hours

Select the holiday hours for the auto attendant.

NOTE: This field only shows on the Holiday Hours tab. If you need to change your voice holiday hours, contact Yardi technical support.

Menu Selections

Description

Name of the menu item.

Action

How Kube transfers the caller when they select the menu option:

  • Transfer with Prompt: Transfers the caller to the selected phone number and alerts the caller that they are being transferred. You must enter a phone number in the Action Data column.

  • Transfer without Prompt: Transfers the caller to the selected phone number without alerting the caller that they are being transferred. You must enter a phone number in the Action Data column.

  • Transfer to Operator: Transfers the caller to the selected phone number. You must enter a phone number in the Action Data column.

  • Transfer to Submenu: Transfers the caller to another menu with additional menu selection options. You must select a submenu in the Action Data column.

  • Name Dialing: Allows the caller to enter a member's name to connect to their extension. You can select whether the caller must enter the first name or last name first in the Auto Attendant Profile Information fields. For more information, see Configuring company auto attendant settings.

  • Extension Dialing: Allows the caller to enter a member's extension to connect to that member. You can also enable extension dialing at any time in the Menu Options field on each Hours tab.

  • Play Announcement: Plays an announcement. You must select an announcement in the Action Data field. For more information, see Adding a company auto attendant audio announcement.

  • Repeat Menu: Repeats the auto attendant audio announcement from the beginning.

  • Exit: Ends the call.

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