VoiceTrak Voice Mail Auto Attendant System User Guide
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Department Maintenance VoiceTrak Root Number 01 Department Number 000 DTMF Action Destination Dept. or Key Code Destination Mailbox (not extension) 0 M 100 1 D 200 2 M 150 3 M 400 4 D 201 5 6 7 8 9 Abort Program Next Field Help Save Previous Field General Help Open salutation: In the above example, callers will transfer to mailbox 100 if they press 0 or do nothing; department 200 (see below) if they choose 1 for the sales department; mailbox 150 if they press 2 for customer service; I box 400 if they press 3 for directions to the company; and department 201 (FAXTrak) if they press 4. (See instructions on FAXTrak for information on how to set this up.) © VoiceTrak VoiceTrak Administration Manual - Page 40
Department Maintenance VoiceTrak Root Number 01 Department Number 200 DTMF Action Destination Dept. or Key Code Destination Mailbox (not extension) 0 M 160 1 M 161 2 M 162 3 M 163 4 M 164 5 M 165 6 7 8 9 D 000 Abort Program Next Field Help Save Previous Field General Help The above example defines where callers will transfer if they have pressed 1 from the open salutation and then choose a keypress for a particular salesperson.\ Note that the operator defined for this department is not the same as the company operator. VoiceTrak can route callers to different operators for different departments. If the caller presses 1, they will transfer to mailbox 161 for John Smith; 2 to 162 fo\ r Sally Jones; 3 to 163 for Mary Martin; 4 to 164 for Jack Best; 5 to 165 for Sam Adams. © VoiceTrak VoiceTrak Administration Manual - Page 41
Mailbox Mapping In the above example, callers transferring to John Smith’s mailbox (161) will hear the following personal greeting: “Hi. This is John Smith. I will be out of the office until March 31, but you may leave a message at the tone or choose from one of the following options: To speak to another sales rep, press 1. To receive a list of current specials via your fax machine, press 2. To listen to directions to our office, press 3. To find your party using dial by name, press 4. To speak with an operator, press 0.” Department Maintenance VoiceTrak Root Number MB Department Number 161 DTMF Action Destination Mailbox or Key Code Destination Dept. (not extension) 0 M 160 1 M 162 2 F 301 3 M 400 4 @ 55 5 6 7 8 9 © VoiceTrak VoiceTrak Administration Manual - Page 42
Mailbox Setup This section will give a description of mailbox types, instructions on maintenance and how to setup mailboxes. Please refer to the User Guide for more specific information on mailbox setup. Mailboxes will already be entered on turnkey systems. IF YOU NEED TO MODIFY THE MAILBOX USERS NAME, YOU MUST DELETE THE OLD MAILBOX AND RE-ENTER WITH THE NEW INFORMATION. Failure to do this may result in dial by name database corruption. Mailbox Types The following mailbox types are available: N (Unsupervised User Mailbox) When dialed, this type of mailbox will transfer the caller to the station without monitoring the phone line for ringback or busy tones. Should be used on\ ly on phone systems that allow calls to call forward back to VoiceTrak with th\ e inclusion of follow-on ID (also referred to as trailing digits. See Glossary.) The best box type to use, if possible, since the VoiceTrak ports are cleared during the transfer process and the call does not have to be monitored for busy/no \ answer conditions. R (Supervised User Mailbox) When dialed, this type of mailbox will monitor the line for ringback and\ busy tones, and listen for a human voice to answer during the transfer proces\ s. Necessary on older phone systems that do not allow calls to be forwarded\ to voice mail with the inclusion of trailing digits. VoiceTrak must monitor the call and hold the port to await for information from the phone system as to the state (busy/no answer) of the call. More VoiceTrak ports may be necessary f\ or phone systems requiring R mailboxes. Advantages: call screening; callers can remain on hold for busy extensions; and the number of times a phone will ring b\ efore forwarding to the personal greeting can be controlled by mailbox. Disadvantages: Slower transfers; called party must say hello twice (on most phone systems); system stays busier and may require more ports. I (Audiotext System Mailbox) Mailbox designed to provide recorded information that is easy to record and maintain. I boxes play the recorded information (*.GR1) then either return the caller to the main salutation, or transfer to another mailbox listed in the “Forward To” field. While the recording is playing, callers may dial through to another extension or press the skip key to advance to the next message. I mailboxes cant receive or retrieve information. Passwords for I mailboxes must be entered from the screen. To record I boxes: Access VoiceTrak and enter * plus \ the mailbox number. Because the box has been established as an I box, Voice\ Trak will immediately prompt you to enter a password and then proceed to the record © VoiceTrak VoiceTrak Administration Manual - Page 43
tone. Z (Audiotext System Mailbox) Same as I mailbox, but caller allowed to leave a message. Z mailboxes must be sponsored to other N or R mailboxes so that messages may be retrieved. \ (Useful for real estate applications so messages for several properties will be left in one box.) See I box for information on how to record. J (Audiotext System Mailbox) Same as I mailbox, but disconnects caller after message has been played. See I box for information on how to record. X (Fast Transfer Mailbox) Transfers to extension immediately with no informational prompts, releases call and does not monitor for call state. Useful for transfers to fax machin\ es, modems, etc. Many dealers establish an X box for the VoiceTrak modem so remote maintenance is simplified. Y(Fast Transfer Mailbox with password) Same as X mailbox, but caller is prompted to enter a password for access\ . Provides additional level of security for modem access. S (Salutation System Mailbox) See S boxes under Salutation Setup. This box is also used on the Samsun\ g 56/120 to forward overflow calls to the main salutation. T (Time System Mailbox) When dialed, plays the system time. Q (Queuing System Mailbox) Calls transferred to Q box will play personal greeting 1, then transfer to the number defined in the extension field. O (Advanced Queuing Mailbox) Transfers (and alerts) callers based on their position in the queue. Callers will hear a recording (the mailbox personal greeting) and a transfer will be initiated. If other calls are in the queue, the caller will hear MESS047.VOX or MESS048.VOX. “There is(are) “X” call(s) ahead of you. To remain on hold do © VoiceTrak VoiceTrak Administration Manual - Page 44
nothing. Your call will be handled in the order in which it was received.” The caller will hear a random recording of MESS501.VOX through MESS507.VOX. If no other calls are in the queue or the caller becomes the oldest caller in the queue, the caller will hear, “Thank you. I’m connecting your call \ to .” If the call is transferred to the station and a busy signal is encountered, the caller will hear MESS051.VOX. “All agents are assisting other customers. Your call is next in line. Please stay on the line and you will be connected shortly.” D (Disconnect System Mailbox) Similar to X box, but monitors call for busy/no answer state. Upon receipt of the state, plays message then disconnects. This box is used for application\ s where messages will not be left, but the caller must know if the station was not answered or was busy. W (Wats Mailbox- Dialed number transfer with password)) When dialed, the user is prompted to dial the password, then is prompted to dial a telephones number followed by a pound sign. VoiceTrak then executes a\ flash, dials the numbers in the “Forward To” field, then dials the number input by the caller. This may be used for internal calls (DISA with a password), external calls on WATS lines, or beeper numbers without giving out the actual beeper number. © VoiceTrak VoiceTrak Administration Manual - Page 45
Mailbox Configuration Access VoiceTrak and choose User/Mailbox from the pulldown menus. Press and a blank mailbox setup screen will appear. Enter the mailbox number and press . You will then be advised if the mailbox does not exist and be asked if you would like to add a mailbox. Respond accordingly. Fill in the f\ ollowing fields accordingly: Note: After entering Box Type, default values for all mailboxes will be set by pressing F10. However, you must enter a first or last name in the Name field and an alternate spelling for the first name if the ALT Spell field, if you wish to have the mailbox included dial by name. You must also add a password if the box is to be password protected. in Extension The physical phone extension to ring when the mailbox number is dialed. It is strongly recommended that this number match the mailbox number. Some phone systems require an additional code after the extension number to force the extension to ring instead of making an off-hook voice announcement. Mes\ sage waiting lights are keyed off the mailbox number, not the extension number. Therefore, if the mailbox number does not match the extension number, a message waiting light will not be lit. Box Type See preceding descriptions. Rings Can be set only for R box types. Default is 4. Mailbox parameter overrides Custom Parameter. Name Mailbox name. Two fields available. VoiceTrak automatically adds the first three letters of the last name to the dial by name database. You must add the first three letters of the first name in the Alt. Spell field. Once this information is entered, you may not make changes by typing over the entries. YOU MUST \ DELETE AND RE-ENTER BOXES that require changes to this field. If users do not wish to be in the dial by name directory, precede the last name with XXX. Password The unique password for this mailbox. The password can be entered from \ the screen only by accessing VoiceTrak via the Technician level password. Passwords are also not visible on the screen unless VoiceTrak was access\ ed via the Technician level password. Can be entered via the telephone. Note: ALL mailboxes should be password protected. Turnkey systems ship with the passwords matching the box number. Encourage users to change passwords © VoiceTrak VoiceTrak Administration Manual - Page 46
im mediately and to do so regularly. Greet Length The number of seconds allowed for recording personal greetings. Defaults to 120. May be set as high as 999. DND Status Do Not Disturb Status. If set to N, VoiceTrak will attempt to ring the extension. If set to Y, VoiceTrak will immediately transfer the caller to the personal greeting. Must be set to Y for mailboxes not tied to extensions. Set to F if Forward To feature is to be used (see below). Can be controlled from the phone. DND Change Allow Controls whether or not the DND status can be changed via telephone. Defaults to Y. Must be set to N for mailboxes not tied to extensions. Screening Status Determines whether callers will be queried as to their name prior to tra\ nsfer. Defaults to N. Can be controlled via the phone. If screening status is Y in an R box, callers will be asked to state their name. VoiceTrak will make t\ he transfer and announce the name to the mailbox holder. The mailbox holder will th\ en be asked to accept or reject the call. Rejected calls are forwarded to voi\ ce mail. If screening status is to be used with N boxes, it must be accomplished via\ the overhead paging of the phone system. The paging must be turned on for t\ he mailbox (see below). As with R boxes, VoiceTrak will query the caller \ for his name. VoiceTrak will play the spoken name of the mailbox being called and then the name of the calling party. If the mailbox holder chooses not to accept the call, he doesnt answer and the call forwards to the personal greeting of the mail box. Screen Allow Determines whether box holder will be allowed to use call screening. Fwd To Think of the Fwd To field as a much larger extension field to understand the actual use. It does the same thing but provides more room. Fwd To can be used to transfer a caller to a different extension or to a\ n offsite location (dependent upon the capabilities of the phone system.) DND Status must be set for F. The Box Type must by X or N if the caller is transfe\ rred to an outside number. Sample use 1: If the phone system is installed behind Centrex lines, the system could transfer a call using Centrex. The forward to field would be: , . To blind transfer a call on a Pa\ nasonic DBS, the code would be: 87,xxxyyyy. The same transfer on a Prostar 56/120 would be: 49,xxxyyyy. © VoiceTrak VoiceTrak Administration Manual - Page 47
Sample use 2: If the phone system supports transferring an intercom call to an outside line and dialing a phone number, Forward To could be similar to \ 9,xxxxxxx. (Most phone systems dont allow this capability.) Sample use 3: If the phone system identifies the attendant console as 0 and wont allow a two- or three-digit extension number, a mailbox can be established that is forwarded to 0. If mailboxes need to be restricted so that users may only retrieve and save or delete messages, RESTRICT may be added to this field. This feature is typically used for hotel / motel applications. Sponsor Box Messages that appear in the mailbox will be transferred automatically to\ the mailbox listed in the sponsor field, and the appropriate message waiting light will be lit. Z boxes must be sponsored. The spoken name of the sponsored box will play prior to the actual message when messages are retrieved. MB Dept Designates what department map the mailbox will follow. Please see Mailbox Mapping. Alt. Spelling If mailbox users wish to be listed in the dial by name directory, the first three letters of the first name must be entered here. Also enter any possible spelling alternatives. VoiceTrak automatically picks up the first three letters of the last name. Leave blank if mailbox holder does not wish to be in dial by name\ . Message Status Total, new and old messages in the mailbox. Auto Forward/DND Automatically places a mailbox in Do Not Disturb or forwards the mailbox to the destination defined in Fwd To field. This feature may be set only from \ the screen. Choose from one of the following options: 1 - Forward the calls to the destination defined in Fwd To field, seven \ days a week at times defined in Start Time/Stop Time (see following). 2 - Forward the calls to the destination defined in Fwd To field, Monday\ through Friday at times defined in Start Time/Stop Time (see following). 3 - Place mailbox in Do Not Disturb at times defined in Start Time/Stop Time (see following), seven days a week. 4 - Place mailbox in Do Not Disturb at times defined in Start Time/Stop Time (see following), Monday through Friday. 6 - Feature turned off. © VoiceTrak VoiceTrak Administration Manual - Page 48
Start Time Time, expressed in military format, Auto Forward/DND will begin. Stop Time Time, expressed in military format, Auto Forward/DND will end. Example: XYZ Company offers technical support to customers Monday throug\ h Friday, from 9 a.m. to 5 p.m. Callers use the auto attendant to transfer to the technical department. The VoiceTrak mailbox assigned to the technical department is 100. The following parameters would be set so that after-hour callers would transfer immediately to a closed greeting: Auto Forward/DND 3 Start Time 1701 Stop Time 0900 Zone Page During Call Transfer VoiceTrak can be configured to announce the spoken name of the called party over the speakers on the phone system if the phone system supports this feature. This is a useful feature for users who arent always at their desk, but dont want to miss calls. To implement: Enter Y for Y/N Enter the phone system page code. (See dealer for more information. Codes vary based on phone system and software levels.) Note: If VoiceTrak appears to be cutting off part of the spoken name during the page, dd a comma in the mailbox screen at the end of the phone system page code. a Outcall Notification When a message is left in a mailbox, VoiceTrak can notify the mailbox holder of the pending message. The notification may be accomplished via a digital\ or voice pager, another extension or phone number. VoiceTrak can be programmed to call a series of pagers when the message has been left. O\ r, VoiceTrak may be setup to call different numbers based on the time of da\ y. Descriptions of the fields found in the outcall notification section of the mailbox screen are: Date Start The date the outcall notification will begin. Outcalls are typically set to call 365-days a year, 24-hours a day. Date Stop The date the outcall notification will stop. Time Start The time, in military format, the outcall will begin. Time Stop The time, in military format, the outcall will stop. Telephone Num To Call The telephone number to dial for notification. If the number is not exactly 7 digits long, the sequence to get an outside line is required (typically 9,). Note: A total of nine outcall entries may be listed. Five can be entered from the © VoiceTrak VoiceTrak Administration Manual - Page 49