VoiceTrak Voice Mail Auto Attendant System User Guide
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Press 1 to re-record system prompts. Important Note: All system prompts are set as read only when shipped. This prevents accidental erasure. You must unprotect the prompts before the recordings can be changed. 1. Exit VoiceTrak. 2. At C2C:\, type CD PROMPTS 3. At C2C:\PROMPTS>, type ATTRIB *.* -R 4. At C2C:\PROMPTS>, type CD .. 5. At C2C:\, type C2C System will restart and prompts can now be recorded. Prompts can be obtained by calling VoiceTrak. Enter system setup as explained above and then dial the prompt number followed by the * to listen or # to record. After recording prompts: 1. Exit VoiceTrak. 2. At C2C:\, type CD PROMPTS 3. At C2C:\PROMPTS>, type ATTRIB *.* +R 4. At C2C:\PROMPTS>, type CD .. 5. At C2C:\, type C2C Press 2 to record spoken names. This is an expeditious way to record all spoken names during initial setup. Enter the mailbox number, begin recording at the tone and touch # when finished. Continue recording all spoken names. Press 4 for department recording maintenance. See Recording Departments. Press 5 for salutation recording maintenance. See Recording Salutations. Press 6 to set the system date and time. 1 plays the current system date. 2 plays the current system time. 3 sets the current date in six- or eight-digit format. 8 sets the current system time in four- or six-digit format. Note: The system time/date may also be set by using MS-DOS commands. Exit VoiceTrak and type TIME . Using the format listed, enter the current time and press . Follow the same procedure by typing DATE and follow the above structions. in © VoiceTrak VoiceTrak Administration Manual - Page 30
Salutation Maintenance Overview Salutations are the main greetings callers hear when they call the system. One salutation can be programmed to play 24 hours a day, 365 days a year, or\ multiple salutations can be programmed to play based on time, date, day or port called. Turnkey systems shipped to the customer will include all recordings and salutati\ ons requested prior to installation. Most companies using full or overflow auto attendant usually opt to have an open and closed salutation. Companies using auto attendant a\ fter hours usually opt to have one salutation play 24-hours a day. Salutations are defined by two-digit numbers. The following choices are available: 00 Default salutation shipped with systems. It is recommended that the closed salutation for the company be defined as salutation 00 that pla\ ys seven days a week, 24-hours a day. Other defined salutations will overwrite this salutation. 01-79 Salutation numbers with all features. 80-89 Voice mail ports only. When the mailbox number is dialed from one of these ports, VoiceTrak will not attempt to ring an extension, but will transfer directly to the mailbox personal greeting regardless of the DND setting for that box. This is an alternative approach for phone systems\ that are capable of forwarding a caller to voice mail, but cant include\ a prefix digit in the forwarding sequence. 90-99 Salutations defined in this range will play the greeting, then disconnect the caller. No input will be allowed by the caller. Some companies use thi\ s for after-hours technical support lines, or 800 numbers, thereby reducin\ g toll charges. Setup Develop scripts for the salutation(s). Determine when the salutations will play. If you have multiple companies using VoiceTrak, determine which ports will play\ which salutations. Also see S Boxes, for an alternative approach. Access VoiceTrak and choose Mapping/Salutation Maintenance from the pull\ down menus. Press until you see the Salutation Maintenance screen. Sal Number The salutation number assigned. Board Channel The board port on which the salutation will play. If ports are not being split for different companies, set for 00. Day On The day the salutation will begin playing. Expressed as a date (Jan. 1=0101, Dec. 21=1221) or a day: *100=Sunday *200=Monday *300=Tuesday *400=Wednesday © VoiceTrak VoiceTrak Administration Manual - Page 31
*500=Thursday *600=Friday *700=Saturday Time On The time the salutation will begin playing. Expressed in military time (IE 8:00 a.m.=0800, 8:00 p.m. = 2000.) Day Off The day the salutation will stop playing. Expressed as a date (Jan. 1=0101, Dec. 21=1221) or a day: (See Day On for codes: *100=Sunday, etc.) Time Off The time the salutation will stop playing. Expressed in military time (IE 8:00 a.m.=0800, 8:00 p.m. = 2000.) S Boxes S boxes can provide an efficient way to route callers to the correct salutation if multiple companies share a VoiceTrak system. THE PHONE SYSTEM MUST SUPPORT DIRECTING INCOMING CALLS TO A HUNT GROUP OR STATION THAT CAN THEN FORWARD TO A SPECIFIC VOICETRAK MAILBOX. If you are unsure if the phone system supports this feature, please contact your dealer. If the phone system does not support this feature, the S box feature will not work. To set up: 1. Establish a phone system hunt group (or phone system extension) and direct the incoming calls to this hunt group. 2. Forward the hunt group (or extension) to a specific mailbox set up in VoiceTrak. 3. Establish a VoiceTrak S-type mailbox. (See User/Mailbox for instructions on how to set up a mailbox.) The extension field will contain the number of the desired salutation. 4. Enter the salutation number in Mapping/Salutation Maintenance. It is not possible to define the time or days/dates an S Salutation will play, si\ nce calls directed to this box are controlled by the phone system. Day On/Off should be defined as 0000 and times on/off should also be defined as 0000. Salutation recording is accomplished in the normal manner, from system s\ etup. It is possible to repeat this process as necessary, and the limitations on the number of companies that can be established will probably be based on the number of hunt groups available on your phone system. Recording Salutations Salutations are recorded via the telephone. © VoiceTrak VoiceTrak Administration Manual - Page 32
1. Call into the VoiceTrak system and then press **. 2. Enter the master password. 3. You will then be advised that you have selected system setup and given a list of options. Choose option 5, then option 1 for salutation recording maintenance. 4. Enter the two-digit salutation number followed by the # to record or * to hear the salutation if you have already made a recording. 5. When you are satisfied with the recording, press the # to exit. Note: Do not attempt to record salutations while the system is running. Callers will hear you recording, which can be very embarrassing! Also, changes made to the salutation maintenance screen will not take effect immediately. © VoiceTrak VoiceTrak Administration Manual - Page 33
Department Maintenance Department mapping determines where callers will be transferred if they press keys while hearing a salutation. EVERY SALUTATION MUST HAVE A CORRESPONDING DEPARTMENT MAPPING. All departments begin at the 000 level and proceed accordingly, with three-digit numbers assigned. Mapping can also be developed from the mailbox. Please see Mailbox Mapping. Department Setup Determine what options callers will be given during the main salutation.\ Use a turnkey worksheet and develop scripts and trees for each salutation. Access VoiceTrak and choose Mapping/Salutation Maintenance from the pulldown until you see the Menus. Salutation Maintenance screen. Enter the root salutation number to be mapped. EVERY SALUTATION MUST HAVE A CORRESPONDING DEPARTMENT MAPPING, even if the caller will not be given the option to transfer to extensions or departments. Enter the department number. A warning box will appear asking if you would like to add a new record.\ Press Y. DTMF Key The keypress corresponding to the telephone touch-tone pad. If nothing is mapped for the DTMF key, the caller will hear, Im sorry. That is not a valid entry. Action Code Determines what type of transfer will be made. M Transfer to a mailbox or mailbox recording. D Transfer to another department. A Transfer to a department of recorded audiotext information, then return to opening salutation. (Please see I Boxes for an easier approach.) H Transfer to a recorded department of audiotext information and disconnect after message played. (Please see I Boxes for an easier approach.) F FAXTrak ONLY. Fax one document only. Pressing this key will prompt you to enter a fax number at the tone and then send the document defined in destination. P FAXTrak ONLY. Fax documents picked. Pressing the key will route callers to FAXTrak Press prompts to begin entering document numbers, etc. No destination is defined. @ Transfer to a function number. Valid function numbers are: 30 Thank you for calling goodbye. 55 Dial by name. © VoiceTrak VoiceTrak Administration Manual - Page 34 400 ”Please enter your extension number.” (Just like pressing * from the main
greeting.) Destination Where the caller will be transferred when he chooses the keypress. Enter the mailbox number, not the extension number (if they are not the same), the department number if the caller will be given another directory of choices or the function number. Note: The DTMF entry for 0 defines the drop operator where the caller will transfer if he presses 0 or stays on the line without interacting with the system. A different drop operator can be defined for each salutation, department or mailbox (see Mailbox Mapping). Settings here override the Drop Operator defined in the Setup/Custom menu screen. If no drop operator is defined, callers pressing 0 or staying on the line will be disconnected after the salutation is played. Note: Dial-through, the ability of callers to bypass salutations or personal greetings by entering mailbox numbers, is available from salutations and mailbox greetings. Dial- through is NOT available from department recordings. Customers can only access the one-touch mailboxes/departments defined for the keypresses in the department. A caller can choose a one-touch keypress from a mailbox greeting based on the mapping for the salutation in effect when the caller was transferred to the mailbox or by esignating mapping based on the mailbox. Please see Mailbox Mapping. d Recording Departments Department recordings are accomplished from the telephone. 1. Call into the VoiceTrak system and then press **. 2. Enter the master password. 3. You will then be advised that you have selected system setup and given a list of options. 4. Choose 4 for department recording maintenance. 5. Enter the root salutation number for the department mapping. 6. Touch 1 for department recording maintenance. 7. Enter the department number followed by the # to record or * to hear. 8. When you are satisfied with the recording, press the # to exit. Mailbox Mapping Mapping may also be designated from one or several mailboxes. This allows mailbox users to define one-touch keypresses for transfers from individual mailboxes or audiotext boxes, different from the department maps. It also allows one-touch fax access for users of FAXTrak. Setup Access the mailbox from which mapping will be established. Define the department number (can be a unique number exclusively for the mailbox or other groups of © VoiceTrak VoiceTrak Administration Manual - Page 35
mailboxes) in the MB Dept field on the Mailbox Setup Screen. From Mapping/Department Maintenance, establish a salutation MB with the department number listed as the number defined above in the mailbox setup screen. Fill in the blanks accordingly. DTMF Key The keypress corresponding to the telephone touch-tone pad. If nothing is mapped for the DTMF key, the caller will hear, Im sorry. That is not a valid entry. Action Code Determines what type of transfer will be made. M Transfer to a mailbox or mailbox recording. D Transfer to another department. Note: Mailboxes may be mapped to transfer to another salutation or department for the salutation. The Action Code should be D with the destination as the fi\ ve-digit number that identifies the root salutation and the department number (ie root salutation 00, department number 000 would be defined as 00000. Root salutation 00, department umber 100 would be 00100.) n A Transfer to a department of recorded audiotext information, then return to opening salutation. (Please see I Boxes for an easier approach.) H Transfer to a recorded department of audiotext information and disconnect after message played. (Please see I Boxes for an easier approach.) F FAXTrak ONLY. Fax one document only. Pressing this key will prompt you to enter a fax number at the tone and then send the document defined in destination. P FAXTrak ONLY. Fax documents picked. Pressing the key will route callers to FAXTrak prompts to begin entering document numbers, etc. No destination is defined. @ Transfer to a function number. Function numbers are: 30 Thank you for calling goodbye. 55 Dial by name. 400 ”Please enter your extension number.” (Like pressing * from the main greeting.) Destination Where the caller will be transferred when he chooses the keypress. Enter the mailbox number, not the extension number (if they are not the same), the department number if the caller will be given another directory of choices, the function number or the salutation/department number. Examples Department Mapping The XYZ Company uses VoiceTrak for full automated attendant with FAXTrak\ and offers callers different options, based on the time of the day (open/closed hours.) Here is how the system would be mapped. © VoiceTrak VoiceTrak Administration Manual - Page 36
Open salutation: Thank you for calling the XYZ Company. If you know you\ r partys extension number, please dial it now. To find your party using dial by name, press 8. For the sales department press 1. For customer service press 2. For directions to our office, press 3. To speak with an operator, press 0 or stay on the line. When callers press 1 for the sales department, they will hear: For John Smith, press 1. For Sally Jones, press 2. For Mary Martin, press 3. For Jack Best, press 4. For Sam Adams, press 5. To speak with an operator, press 0. Closed salutation: Thank you for calling the XYZ Company. The offices \ are closed. If you know your partys extension number, you may dial it now to leave a m\ essage. To find your party using dial by name, press 8. To leave a message in the\ companys general mailbox, press 0 or stay on the line. The salutation maintenance screen would appear as follows, where salutat\ ion 00 is the closed salutation and salutation 01 is the open salutation (assuming bu\ siness hours are Monday through Friday from 9 a.m. to 5 p.m.) © VoiceTrak VoiceTrak Administration Manual - Page 37
Salutation Maintenance VoiceTrak Sal Board Day Time Day Time Number Channel On On Off Off 00 00 *100 0000 *700 2400 01 00 *200 0900 *600 1700 Abort Program Next Field Help Save Previous Field General Help © VoiceTrak VoiceTrak Administration Manual - Page 38
The department maintenance screens would appear as follows: Closed salutation: Department Maintenance VoiceTrak Root Number 00 Department Number 000 DTMF Action Destination Dept. or Key Code Destination Mailbox (not extension) 0 M 100 1 2 3 4 5 6 7 8 9 Abort Program Next Field Help Save Previous Field General Help In the closed salutation, callers are given only three options: Touch 0 or stay on the line to leave a message in the company mailbox; dial the partys extension; or use dial by name by touching 8. Since VoiceTrak automatically defaults to recognize 8 as the dial by name digit, it is not necessary to map this keypress. The above example only requires one mapping--0 to designate where a call will be transferred if the caller presses 0 or stays on the line. In this example, callers will transfer to mailbox 100. © VoiceTrak VoiceTrak Administration Manual - Page 39