Vodavi Pathfinder Voice Processing System User Guide
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User Guide Voice Processing System Dece m ber, 2002 - Issue 4
I Copyright © 2002 Vodavi Communications Systems, Inc. All Rights Reserved This material is copyrighted by Vodavi Communications Systems, Inc. Any unauthorized use, reproduction, alteration, or disclosure of this material, or any part thereof, is strictly prohibited without the express written permission of Vodavi Communications Systems, Inc. Vodavi Communications Systems, Inc. reserves the right to make changes to this material at any time and without notice. The information provided by Vodavi Communications Systems, Inc. in this manual is believed to be accurate and reliable, but is not warranted to be true in all cases. Printed in the United States of America seh/2002Issue Release Date Changes 1 04-98 Initial Release 2 04-99 Heading and content changes have been made for clarification and user readability. 3 06-01 The layout of this user guide was reformatted, no changes to content have been made. 4 12-02 Mailbox options and Quick Reference diagrams have been revised to reflect software changes. LIFE SUPPORT APPLICATIONS POLICY VODAVI Technology, Inc. products are not authorized for and should not be used within Life Support applications. Life Support systems are equipment intended to support or sustain life and whose failure to perform when properly used in accordance with instructions provided can be reasonably expected to result in significant personal injury or death. VODAVI Technology, Inc. warranty is limited to replacement of defective components and does not cover injury to persons or property or other consequential damages.
December, 2002 Contents - i Contents Getting Started ........................................................................... 1 Guidelines ................................................................................................. 1 Logging On ............................................................................................... 3 Integration .......................................................................................... 3 Log On Activities ............................................................................... 4 Personalizing Your Mailbox ................................................................ 5 Required Information ...................................................................... 5 First-Time Setup ................................................................................ 5 Retrieving Messages [1] ............................................................. 7 Voice Messages ....................................................................................... 9 Retrieving a Voice Message .......................................................... 9 Pager Messages ..................................................................................... 10 Retrieving a Pager Message ........................................................ 10 Facsimile Messages .............................................................................. 11 Retrieving a Facsimile Message ................................................. 11 Managing Messages ............................................................................ 12 Message Management Options ................................................ 12 Forwarding Messages ......................................................................... 13 Preambles .......................................................................................... 13 Forwarding a Message .................................................................. 13 Selecting a Destination ................................................................. 14 Replying To Messages ........................................................................ 15 Sending a Reply ............................................................................... 15 Stamping Messages with Time & Date ......................................... 15 Listening to Time/Date Stamp ................................................... 15 Message Guidelines ....................................................................... 16 Sending Messages [2] ............................................................... 16 Recording ................................................................................................ 18 Recording a Message .................................................................... 18 Sending .................................................................................................... 18 Selecting a Destination ................................................................. 18 Send Options .................................................................................... 19
Contents - ii December, 2002 Extended Options [6] ................................................................ 20 Extension Settings [1] ......................................................................... 21 Call Transfer Options ..................................................................... 21 Changing Extension Settings ..................................................... 21 Supervised Transfer Options ...................................................... 22 Personal Note Pad [2] .......................................................................... 23 Sample Scenario ............................................................................. 23 Setting Up a Group & Keyword/ID ........................................... 24 Editing Group/ID Entries .............................................................. 24 Personal Options [8] ................................................................. 25 Greeting [1] ............................................................................................. 27 Standard Greeting .......................................................................... 27 Temporary Greeting ...................................................................... 27 Recording a Greeting .................................................................... 27 Other Greetings ............................................................................... 28 Password [2] ........................................................................................... 29 Password Selection ........................................................................ 29 Editing Your Password .................................................................. 29 Mailbox Name [3] ................................................................................. 30 Editing Mailbox Name .................................................................. 30 Delete Sent Messages [4] ................................................................... 30 Deleting a Sent Message ............................................................. 30 Other Options [8] .................................................................................. 31 Editing Other Options ................................................................... 31 Notification Options ...................................................................... 33 Mailbox State ................................................................................... 34 Personal Distribution Lists ........................................................... 35 Guest Mailboxes .............................................................................. 36
Guidelines 1 Getting Started This section is intended to familiarize you with many of the basic PathFinder features, provide a basic overview of voice mail and auto- attendant fundamentals, and help you log on to and personalize your own voice mailbox. The information in this section provides a basic understanding of PathFinder’s voice messaging and auto-attendant features. Feature Explanation Voice MessagingThe terms Voice Messaging and Voi ce M a il are used interchangeably in this manual. These terms refer to activities such as sending and retrieving messages and comprise much of your day-to- day telephone communications. Menus A Menu is a group of features or selections that can be accessed by using the dial pad of any push-button telephone. Menus are constructed in a branching tree structure: Main menus offer general options. Subsequent menus offer more specific options. Universal Command KeysUniversal Command Keys include the [ ],[#], and [9] keys, which help you navigate through the PathFinder menu structure. Use these keys to control PathFinder menus: [ ] Replay the current menu options [#] Return to the previous menu [9] Terminate the call These keys are also used at specific points to gain access to certain features.
2Guidelines Getting Started Key-Ahead As you gain experience and become familiar with PathFinder’s menus, you may not need to listen to all of the menu selections to k now what option you want to select. Therefore PathFinder provides a Key-Ahead feature. This feature allows you to override the voice prompts and enter a string of commands without having to wait for the entire voice prompt to be played. Password To log on to your voice mailbox, you will need the correct Password. Your System Administrator will provide you with the initial password for your mailbox. You will change this password when you personalize your mailbox. Mailbox GreetingYo u r Mailbox Greeting is a voice recording that you record using your own voice. This recording is heard by callers when PathFinder routes a call to your personal mailbox. Mailbox NameYour mailbox is identified by your Mailbox Name, which is a recording of you saying your own name. If no mailbox name is recorded, PathFinder will refer to your mailbox by its assigned number. Desktop Mailbox FeaturesIf you have access to the optional Desktop Call Control module, you may be presented with additional mailbox options not referenced in this book, such as: E-mail Messages and Locator Rules. Check with your System Administrator for software availability, or refer to the Desktop User Guide for more detailed information. Feature Explanation
Logging On 3 Getting Started How you log on to PathFinder depends on whether or not you have an integrated system. Integration tells PathFinder whether or not you are calling from your extension. This allows you to skip some of the steps normally needed to log on. Ask the System Administrator whether or not your system is integrated. Once you determine whether your system is integrated, follow the appropriate logon procedure as described. Non-Integrated System 1. Press the voice mail key on your telephone, or dial PathFinder’s internal extension. PathFinder’s main menu greeting will play. It may be similar to the following: Thank you for calling A-Z Communications. Enter the mailbox number of the person you are trying to reach. 2. Press the voice mail access key (as designated by your System Administrator). 3. Enter your mailbox number, your mailbox greeting will play. 4. Press [ ], the following prompt will play: “Please enter your password”. 5. Enter your password. Integrated System 1. Press the voice mail key on your telephone, or dial PathFinder’s internal extension. 2. Enter your password when prompted to do so. When you are trying to log on to PathFinder from an outside telephone, the logon procedure is the same whether you have an integrated system or a non- integrated system. Refer to “To Log On From an Outside Te l ep h o n e :” on page 4 for more information.
4Logging On Getting Started To Log On From an Outside Telephone: 1. Dial PathFinder’s remote access telephone number. PathFinder’s main menu greeting will play. It may be similar to the following: Thank you for calling A-Z Communications. Please enter the mailbox number of the person you are trying to reach. 2. Press the voice mail access key (as designated by your System Administrator). 3. Enter your mailbox number. Your mailbox greeting will play. 4. Press [ ]. The following prompt will play: “Enter password”. 5. Enter your password. You will then be able to access your messages and/or mailbox options. Once you are logged on, PathFinder will tell you how many new messages you have received since you last logged on to your mailbox, and how many saved messages are currently in your mailbox. After hearing the number of messages … you will be prompted with the main menu, from which you can press [1] to retrieve your messages. Refer to “Retrieving Messages [1]” on page 7 for more information. If you have no messages … PathFinder will prompt you to select one of the other main menu options: 2 - send a message 8 - change personal options 6 - edit extended options 0 - transfer to a mailbox or extension
Personalizing Your Mailbox 5 Getting Started The first thing to do as a new user is to personalize your voice mailbox. After logging on to PathFinder, you should record a personalized greeting, record your mailbox name, and change the password. To perform these tasks, you must have the following information: PathFinder access telephone number: __________ PathFinder access extension: __________________ Your voice mailbox #: _______________________ Initial password: ___________________________ Your extension #: __________________________ If you do not have this information … contact your System Administrator for assistance. The first time you log on your voice mailbox, the PathFinder tutorial will walk you through the steps needed to personalize your mailbox. If the tutorial option has been disabled by your System Administrator, you will still be able to personalize your mailbox without online assistance. In three steps, you can record a personal greeting, record a mailbox name, and edit your password. Access Mailbox Using Tutorial 1. When prompted, record a mailbox name. This name is used when callers are being transferred to your extension and when you forward messages. 2. When prompted, record a Mailbox Greeting. This is the greeting played for callers who reach your mailbox. 3. Edit your password. Refer to “Password Selection” on page 29 for hints on selecting a password.