Mitel Fax Memo Manual
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Configuring Receptionist II Special Actions on Reorder Tone Encountered This dial string tells Receptionist II what to do when an extension is dialed, and a reorder tone is encountered. l Some PBXs return a reorder tone when an extension is set to “Do Not Disturb.” If Receptionist II is integrated with this type of PBX, enter “R’ for the Special Actions on Reorder Tone Encountered dial string. When Receptionist II receives a reorder tone, it returns to the caller, says “I’m sorry, [called party’s name] did not answer,” then follows the RNA treatment of the called party’s mailbox. l A dial string can be entered to direct the call to an assistance number, or to a number where the caller can report that the extension is malfunctioning. r. l If no string is found here, Receptionist II treats the call like a dead line: the Dial String for Return on Failure to Connect is dialed and the caller is told, “That is not a valid extension number. Please enter another extension number.” There is no default Special Actions on Reorder Tone Encountered dial string. If a dial string is entered, but later it is necessary to reset the value to “no string,” enter a period to erase the dial string. 2-11
Configuring Receptionist II Default Settings for Pre-Programmed Dial Strings Table 2-3 lists the default values in the Default menu and the default values for each dial string group that is pre-programmed for a specific PBX. These settings can be modified. Table 2-3 Default Values for PBX Dial String Groups option (A) Post Directory number dial string (B) Pre Directory number dial string / Attendant xfer string (E) Dial string for Return on Called Party Refused (F) Dial string for Return on Called Party Busy (G) Special actions on Reorder Tone Encountered (H) Dial string for Return on Called Party RNA 2-12 Defaul t +h s+ ++ s+ OH s+ SOLM CBX ++ s+*7 s+*1 s+ R s+*1 NT x-1 + s+ ++ S+ s++ ATT Dil.ll. + S+ ++ s+ s+ Mite1 sx + s+ ++ s+ s++ NEC 2400 + S++ ++ s+ R s++ Cen- + s+++ ++ s+ s+s+ Fujitsu Focus + Fl+ ++ s+ s++ Hitach iDX + e S+ ++ s+ R s++ IYelex . 1001 + F33 F30 s+ F30 Siem. Saturn + s+ ++ s+ OH s+
Configuring Receptionist II Extension and Trunk Treatment Types for Mailboxes “Treatment types” are instructions to Receptionist II for processing calls to mailboxes. Treatment types are configured for each mailbox that uses Receptionist II. If no treatment type is configured, the Receptionist II default treatment is to play the mailbox greeting. Treatment types are either extension or trunk. Receptionist II offers 16 extension and trunk treatment types, ten of which are defaults. The administrator can configure six additional treatments. l An Extension treatment type provides instructions for processing incoming calls to mailboxes. The Extension treatment type specifies whether or not Receptionist II should screen calls; menus options to play/actions to take (1) when the extension rings, but there is no answer; (2) when the extension is busy; and (3) when a screened call is rejected by the called party. l A Trunk treatment type provides instructions for processing mailboxes dialing numbers that are not answered by a person (long distance calls in zones that do not require a “ 1” to initiate the call, for example). When the number is dialed, Receptionist II either receives a response that indicates that the connect criteria have been met or failure to connect. When it receives a failure to connect response, Receptionist II then proceeds with the specified failure treatment. Extension Treatment Type Parameters This section describes extension type parameters. Index Number Each treatment type is represented by an index number. When creating/modifying a mailbox, the Administrator enters this number to select the treatment type. Index Name Each treatment type has an index name that corresponds to an index number. To be useful, index names should adequately describe the treatment type. For example, an extension treatment type that screens calls and plays redial menu M for all failure conditions (Busy, RNA, Rejected) could be named “screeningiredial M.” Up to 24 characters are allowed for each index name. When creating a mailbox, the Administrator is prompted for day and night treatment types. The online help text for these treatment types is a display of index numbers, followed by the corresponding index names. For example, the ten default treatment types have index numbers 1 to 10, and their names are Treatment 1, 2-13
Configuring Receptionist II Treatment 2, and so on (see Table 2-l). The administrator can give more descriptive names to the default or new treatment types. Authorized Period(s) The authorized period restricts access to a mailbox and to its associated extension/trunk number to a certain time period, such as daytime hours only. The default authorized period is A (all). Other selections are D (day only) or N (night/weekend only). Call ers who try to access an extension at a time that is not within the authorized period hear the message “I’m sorry, that number is not available for access at this time.” You set day/night hours in the Day/Night Menu. This selection is not used for ordinary day/night treatment variations. The Administrator can select different day and night/weekend treatment types to provide these variations. e Authorization Code An authorization code requires that every caller enter this code to access the extension or trunk that has this treatment type. An authorization code is used only for special circumstances, such as to restrict access to a modem, or to a WATS line. Table 2-4 shows the characters that you can use in any combination within an authorization code. Table 2-4 Authorization Codes 2-14 Code Meaning 0 through 9, *, # Keys on an ordinary pushbutton telephone A through D Fourth-column DTMF keys on special telephones M The caller can gain access by entering any valid mailbox number. P The caller must input a valid mailbox number and its corresponding passcode Up to 10 characters are allowed for each authorization code. The default value is “blank” (no authorization code needed). Screen Calls This parameter applies to Extension Treatment Types only. When instructed to screen calls, Receptionist II asks every caller for his or her name, then puts the caller on hold, calls the desired extension, announces the name, and gives the called party
Configuring Receptionist II the opportunity to accept or reject the call. The default value is Y (yes). Entering N disables this feature. Ring No Answer (RNA) Treatment The Ring No Answer (RNA) treatment tells Receptionist II what to do when an extension rings, but no one answers it. This parameter applies to Extension Treatment Types only. Table 2-5 shows the code choices for the RNA treatment. Table 2-5 Ring No Answer Treatment Coding Choices 1 Code A M R Meaning Caller is transferred to the Attendant’s extension number that is stored in the mailbox data file. If no Attendant’s &tension number has been specified, the caller is transferred to the Console Attendant. Caller is prompted to leave a message in the called party’s mailbox. The redial menu that is selected under “Default Treatment on RNA and Busy Calls” is played, and Receptionist II follows the caller’s instructions. The default vame IS K Note: If the Attendant’s extension number does not terminate in an “H” (for hang up), and the call to the Attendant’s number does not complete (due to Busy, RNA, Rejected, or Failure condition), then Receptionist II looks at the Attendant’s extension failure condition and follows the failure treatment that is specified for the extension originally called. Busy Treatment The Busy treatment tells Receptionist II what to do with incoming calls when the extension is busy. Choices are the same as for the RNA treatment. This parameter applies to Extension Treatment Types only. Reject Treatment The Reject treatment tells Receptionist II what to do with screened calls that are rejected by the called party. Choices are the same as for the RNA treatment. If R is chosen, be sure to set the “Redial Menu to Use” (see the next section) to a selection other than R. This parameter applies to Extension Treatment Types only. Redial Menu to Use This parameter applies to Extension Treatment Types only. When “R” (redial) is selected as the treatment for any of the failure conditions (RNA, Busy, or Reject), 2-15
Configuring Receptionist II and the caller simply waits, the Redial Menu to Use offers the following options: R (redial), M (message), A (assistance) and D (disconnect). The default value is M. Table 2-G shows the text of each redial menu. Table 2-6 Redial Menu Coding Choices 2-16 1 Receptionist II hangs up after 3 tries. Code R M D A Meaning Press zero for assistance Press star (*) to hold for [called party’s name]; the system rings the extension again every 10 seconds, but does continuously monitor the line Enter another extension number or wait to leave a message c. Enter another extension number Press zero to return to the Attendant or wait to leave a message Press star (*) to leave a message, zero to return to the Attendant, or enter another extension number. Press star (*) to leave a message, enter another extension number, or wait for assistance Note: Administrators may choose only one redial menu for each treatment type; any failure condition where Redial is specified (Busy, RNA, Reject) causes Receptionist II to play the same redial menu. Reclial menu R is not a suitable treatment for RNA or rejected calls, since a user who rejects a call does not want the caller to instruct Receptionist II to continually redial his or her number. When selecting a Redial Menu to Use for RNA and Reject Treatments, M (Force to Mailbox) or A (Force to Assistance) are the appropriate choices. Default Extension Treatment Types Table 2-G shows the values for the ten default extension treatment types preconfigured in Receptionist II.
Configuring Receptionist II Table 2-7 Default Extension Treatment Types Index Name Time Default RNA Busy Reject Screen Auth Code 1 Treatment 1 A D R R R Y 2 Treatment 2 A D R R R N 3 Treatment 3 A A R R R Y 4 Treatment 4 A M R R R Y 5 Treatment 5 A M M M R N 6 Treatment 6 A M M M, M Y 7 Treatment 7 A R M R M Y 8 Treatment 8 V R R R M Y 9 Treatment 9 A R R R R N 10 Treatment 10 A M A A A Y Trunk Treatment Types Like extension treatment types, trunk treatments types have an index number, a name, authorized period(s), and authorization code. For a discussion of these parameters, see the Extension Treatment Types parameters. - This section describes the parameters that are unique to trunk treatment types. Connect Criteria This parameter applies to Trunk Treatment Types only. The connect criteria are the conditions under which a trunk call is considered to have connected successfully with the called party. The default value is C, for cut-through, which means that all trunk calls that are outdialed ate considered to be successful. You must use this when the PBX cannot provide supervision of outside lines.) Other choices are T, where the call is successful if it is answered by a computer tone or a dial tone; and R, where a ring-back tone indicates that the trunk call has gone through. 2-17
Configuring Receptionist II Failure Treatment This Trunk Treatment Types parameter tells Receptionist II what to do with a trunk call if the connect criteria are not met. The choices for failure treatment are the same as those for the RNA parameter for Extension Treatment Types. A Caller is transferred to the Attendant’s extension number that is stored in the mailbox data file. If no Attendant’s extension number has been specified, caller is transferred to the Console Attendant. M Caller is prompted to leave a message in the called party’s mailbox. R The redial menu that is selected under “Redial Menu to Use” (see below) is played, and Receptionist II follows the caller’s instructions. c. Note: If the Attendant’s extension number does not terminate in an “H” (for hang up), and the call to the Attendant’s number does not complete, then Receptionist II looks at the Attendant’s extension failure condition and follows the failure treatment that is specified for the extension originally called. Modifying or Creating Mailboxes After completing the setup for Receptionist, the system administrator must modify existing mailboxes or create new ones so that system users can use Receptionist II. Mailbox-Receptionist II Interaction The administrator must enter the following data for a mailbox so that it can interact with Receptionist II: l Receptionist day treatment l Receptionist night treatment l The extension number that Receptionist should dial when the mailbox is called (the trunk number is entered here when applicable). Note: Some mailboxes have no associated extensions. For example, the mailbox that plays the “specials of the day” for a business is a “greetings-only mailbox” for which you do not want to assign an extension l An extension pre-dial index, when the extension number (or trunk number) to be dialed exceeds 15 characters 2-18
Configuring Receptionist II 0 An attendant’s extension number (and pre-dial index, if necessary); this number is called when “assistance ” is chosen for any failure treatment. Special Mailboxes for Single-Digit Access You can configure a single-digit access menu for Receptionist II. This menu allows a caller to press a single digit to get to specified mailboxes. For example, the single- digit menu might provide the following choices: l To dial an extension, press 1. l For this week’s training schedule, press 2. a For a customer service representative, press 3. 4 For this menu, you configure the Administrator’s mailbox as a tree mailbox that allows the user to press a single digit to access other mailboxes. In the example given, pressing 1 accesses a chain mailbox to dial an extension or dial by name. Pressing 2 accesses a greetings only mailbox that plays the week’s training schedule. Pressing 3 accesses a number answered by a customer service representative. For instructions on modifying and creating mailboxes, refer to the VoiceMemo Rgerence and Conjpration Manual. Receptionist II Extensions In an integrated Series 6 Server and PBX system, you can configure Receptionist II to answer a call to the main company number. In addition to the main number, you can configure other Receptionist II extensions to form a hunt group, such that if the main number is busy, the next call goes to another Receptionist II extension. Note: You configure Receptionist II extensions through the System Maintenance main menu option Automated Receptionist Extensions. Receptionist II Worksheets This section provides information on how to use Receptionist II worksheets. The worksheets are in the Worksheets section at the back of this manual. Worksheet 1 If Receptionist II is integrated with a PBX system, you may not have to assign a separate line group for Receptionist II. Refer to the integration manual to determine whether the integration directs you to assign a line group to Receptionist II. 2-19
Configuring Receptionist II l If you assign a separate line group for Receptionist II, complete both Offline Parameters and Online Parameters sections of Receptionist II Worksheet 1. l If the integration manual for the PBX switch at your installation site instructs you to configure Receptionist through the integration application menu, complete only the Online Parameters sections of Receptionist II Worksheet 1. The online parameters on Worksheet 1 are those that Receptionist II shares with the VoiceMemo application. See the VoiceMemo Reference and Configuration Manual for a detailed discussion of the parameters on this page. Worksheet 2 4 Worksheet 2 contains parameters that are specific to Receptionist II software. Complete the DeEa& options section only if the PBX switch at your site is not listed in the preceding section, PBX Dial String options. Worksheets 3 and 4 Worksheets 3 is the Extension Treatment Type worksheet into which you enter frequently-used instructions for specific mailboxes. You might have one set of instructions for managers’ mailboxes, another for customer support staff, and another for sales representatives. Putting these instructions in a Treatment Type allows you then to provide a customize mailboxes by using the Treatment Type, rather than by individually configuring each mailbox. 2-20