Phone Setup Form

Call Flow, Extensions and IVR

Call Flow

Do you want customers to hear a welcome message when they call?

Yes

No

What would you like your welcome message to contain?

What message do you want customers to hear when employees are away from the phone?

What message do you want customers to hear after hours?

Do you want callers to be automatically added to a call queue?

Yes (recommended)

No

How long should the customer be left in the queue- assuming no one picks up the call?

30 seconds

90 seconds (recommended)

3 minutes

10 minutes

Phone extensions

Call group 1

Extensions

Call group 2

Extensions

Call Group 3

Extensions

Outgoing Calls

What number should outgoing calls go out from?

What number should this appear as?

Fax

Which of the following fax options would you like set up?

What is your current fax number?

Voicemails and Missed Calls

Which email address would you like missed calls and voicemails to be sent to?*

Extras

Would you like a report of your weekly incoming and outgoing calls? If yes, how often would you like to get these?

Would you like staff to have access to calls on their mobile devices?

Yes

Would you like staff to have access to calls on their computers (via web-based application)?

Yes

Would you like staff to have access to calls on their computers (via teams application)?

Yes

This field should be left blank

Phone System Set Up Form

Call Flow, Extensions and IVR

Call Flow

Phone extensions

IVR

Outgoing Calls

Fax

Voicemails and Missed Calls

Extras

Quick Links