VoiceTrak Voice Mail System User Guide
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VoiceTrak Call Processing And Voice Mail System USERS GUIDE
VoiceTrak TABLE OF CONTENTS VoiceTrak Introduction................................................................. 1 Accessing VoiceTrak .................................................................... 2 Mailbox Setup ........................................................................\ ....... 3 Record Your Personal Greeting .................................................... 3 Record Your Personal Password................................................... 4 Record Your Spoken Name .......................................................... 5 Retrieving Messages ..................................................................... 6 Sending Messages To Internal Users ............................................ 7 Distribution Lists - To Establish ................................................... 8 Distribution Lists - To Add A List................................................ 8 Distribution Lists - To Modify A List .......................................... 9 Distribution Lists - To Delete A List ............................................ 9 Distribution Lists - Sending Messages ......................................... 9 User Options - Time Stamp, Replay Order, Do Not Disturb ...... 10 Call Screening ........................................................................\ ..... 11 Call Forwarding ........................................................................\ .. 12 Outcall Notification .................................................................... 13 Outcall Notification - To Add an Entry ...................................... 14 Outcall Notification - To Delete an Entry .................................. 16 Access Numbers, Mailbox Information ...................................... 17 Transfer outside callers to a voice mail box ............................... 17 Version 3.01 Entire Contents VoiceTrak © Inc. 5089C Bristol Industrial Way Buford, Georgia 770/945-1776
VoiceTrak Users Guide - © Inc. - Page 1 Thank you for choosing VoiceTrak for your call processing and voice mail system. We think youll find VoiceTrak easy to use and an important part of your communication system. The following guide is intended to provide you with information necessary to make your voice mail system experience positive. The Users Guide is organized to help you understand each feature of the system from start to finish and is outlined for the first-time user. As you become more familiar with th e system, you will more than likely follow the voice prompts offered while accessing the system. Think of VoiceTrak as a personal secretary: It manages your messages, files them or sends them to the appropriate party. You can speak to your personal secretary by dialing an access number given to you by your system administrator and then providing a mailbox number and personal password. The secretary will then offer you a list of options from which you might choose to complete your task. Although detailed instructions are offered in this guide, most instructions can be completed by simply listening to the prompts of the system. The following are key terms and points to keep in mind when using the system: Main Menu: A list of options first offered after hearing the Main Salutation. All activity originates from the Main Menu. It is from here that you access the Sub Menus that offer the different features of VoiceTrak. Touch 9 or ## to return to the Main Menu from Sub Menus. Main Salutation : The first greeting heard when an internal or outside caller accesses the system. This greeting will be personalized for your company. Sub Menus: Menus accessed to control the various features of VoiceTrak. Personal Mailbox: Your private area of VoiceTrak where your messages are kept and sent to internal users. Ergonomically Designed Keyboard: There are four functions that you will user more than any others and these have been designed to coincide with the four corners of the touch-tone dial pad on your telephone. They are: Touch 1 to Listen or Review. Touch 3 to Send or Record. Touch # to Save or Enter. Touch * to Delete. Other commands are also easy to remember: Touch 7 to Reply to a message from an internal user. Touch 8 to Transfer a message to an internal user. Password: A number you choose that protects your mailbox from access by other users.
Page 2 - VoiceTrak Users Guide System Administrator : The person in your company responsible for the maintenance of the VoiceTrak system. Dial Through: When you become more familiar with the system, you may find it bothersome to have to listen to the complete prompts. VoiceTrak is designed to dial through the greetings and prompts so that y ou can easily get to the option you choose. You may choose your selection at any tim e while the prompt is playing. VoiceTrak may also offer the ease of ski pping greetings or prompts when sending a message or recording a spoken name, etc. If the phone system supports this feature, your system administrator will provide you with the skip number. For example: Assume 3 has been designated as the skip key. A caller dials an extension and hears the personal greeting. The caller can bypass this greeting and go directly to the record tone by pressing 3. Likewise, the in structions in Mailbox Setup Functions can be bypassed by pressing 3 and proceeding directly to the record tone. Accessing VoiceTrak One-touch access button: The most important step to using VoiceTrak is learning how to access and alert the system that you are an internal user. Some newer phone systems allow access by pressing a pre-programme d button on the phone. A one-touch button eliminates steps one through three below. When the button is pressed, VoiceTrak will ask for the password for the mailbox assigned to that extension, if one has been established. The message stat us will then be broadcast. To check messages from a phone other than your own, press the one-touch access button. Press the # sign when VoiceTrak says, Please enter your passwor d. VoiceTrak will now play the opening salutation. Skip to step two below. Regular access: If the phone system does not allow one-touch access to the user mailbox, four steps are required to access Voi ceTrak. (It is possible that a button has been pre-programmed on your phone to dial the VoiceTrak access number. This button eliminates step one below. Do not c onfuse this with the pre-programmed button mentioned above.) 1. Access VoiceTrak by dialing the Voi ceTrak access number provided by the System Administrator or pressing the VoiceTrak button on the phone. The Main Salutation customized for your company will be played. 2. Touch * at any time during the Main Salutation. This alerts VoiceTrak that an internal caller is using the system. The following prompt will be played: Please enter your extension number. 3. Enter your mailbox number. If your pa ssword has been established, the following prompt will be played: Please enter your password. Enter the password. The system will list the message status and provide a list of other available options.
VoiceTrak Users Guide - Page 3 Mailbox Setup The first step to becoming an internal user of the system is to customize your mailbox. This includes entering a personal password so that other system users cannot access your messages; recording a personal greeti ng; and recording your spoken name. Personal Greeting You may keep two personal greetings in the sy stem and change them at any time. Many people choose to use greeting 1 most frequen tly, and greeting 2 for special situations, such as absence for a business trip or vacation. Sample greeting 1: Hi. This is David Letterman. Im either on another call or away from my desk right now, but I check these messages often. Please leave your name, telephone number, a mess age and the best time to return your call. Thanks for calling. Sample greeting 2: Hi. This is Jay Leno. Ill be out of the office until Monday, but I check these messages daily. If your call is urgent, please touch 125 right now to speak with Conan OBrien for immediate assistance. Otherwise, wait for the tone and leave a message including your name, telephone number, a message and the best time to return you call. Thanks for calling. To Record Your Personal Greeting: 1. Access VoiceTrak. 2 Touch 4 for Mailbox Setup Functions. You will hear: For your personal greeting, touch 1 for greeting 1 and 2 for greeting 2. To change your passwor d, touch 3. For your spoken name, touch 4. For Distribution Lists, touch 7. For Outcall Notification, touch 8 3. Touch 1 for greeting number 1. You will hear: To listen to your personal greeting, touch 1. To record a greeting, touch 3. Finish by touching the # sign. 4. Touch 3 to record greeting 1 and begin speaking at the tone. When finished, Touch # . To review your greeting and hear how you will sound to callers, Touch 1. 5. Touch 5 at the prompt to activate the greeting. 6. Touch 9 to return to the Main Menu - or - Touch ### to exit VoiceTrak. Repeat these instructions to record personal greeting 2.
Page 4 - VoiceTrak Users Guide To Record Your Personal Password: 1. Access VoiceTrak. 2. Touch 4 for Mailbox Setup Functions. You will hear: For your personal greeting, touch 1 for greeting 1 and 2 for greeting 2. To change your passwor d, touch 3. For your spoken name, touch 4. For Distribution Lists, touch 7. For Outcall Notification, touch 8. 3. Touch 3 for your personal password. You will hear: To listen to your existing passwor d, touch 1. To enter a new password, touch 3. To remove your password protection, touch *, or 9 to return to the main menu. 4. Touch 3 to enter a new password. You will hear: Please enter your new passwor d, from 4 to 15 digits. 5. Enter a password. Many people choose an easy-to-remember telephone Confirm the same new password. 6. Enter the password again for confirmation. If your second entry does not Im sorry, those digits did not match your first entry. Please enter your new password from 2 to 15 digits. If your second entry matched your first entry, you will hear: Your new password is now active. 7. Touch 9 to return to the Main Menu - or - Touch ### to exit VoiceTrak. Note: Passwords may also be entered or changed from the computer keyboard.
VoiceTrak Users Guide - Page 5 To Record Your Spoken Name 1. Access VoiceTrak. 2. Touch 4 for Mailbox Setup functions. You will hear: For your personal greeting, touch 1 for greeting 1 and 2 for greeting 2. To change your passwor d, touch 3. For your spoken name, touch 4. For Distribution Lists, touch 7. For Outcall Notification, touch 8. 3. Touch 4 to record your spoken name. You will hear: To listen to your spoken name, touc h 1. To record your name, touch 3 and begin at the tone. Finish by touching #. 4. Touch 3 to record your spoken name and begin speaking at the tone. Touch # when finished. If you wish to hear your recording, Touch 1. 5. Touch 9 to return to the Main Menu - or - Touch ### to exit VoiceTrak. Page 6 - VoiceTrak Users Guide Retrieving Messages 1. Access VoiceTrak. You will hear. You have ___ new messages, ___ ol d message. For new messages, touch 1. For old messages touch 2. To send a message, touch 3. For Mailbox Setup functions, touch 4. For User Options, touch 5. 2. Touch 1 to listen to new messages - or - Touch 2 to listen to old messages. 3. VoiceTrak now offers you several options for this message: Touch 1 to play the message again. Touch 2 to listen to the day, date and time the message was recorded. Touch 5 to pause Touch 4 to rewind Touch 6 to fast forward Touch 7 to reply to a message sent from an internal user. Touch 8 to transfer a message to an internal user. Touch # to save the message. Touch * to delete the message. These options may be selected at anytime during the message. 4. Touch 0 to repeat the prompts Touch 9 to return to the Main Menu - or - Touch ### to exit VoiceTrak. NOTE: If the message was sent internally, the users name will precede the message. If the message was left by an outside caller, the message will begin with the text.
VoiceTrak Users Guide - Page 7 Sending Messages 1. Access VoiceTrak. You will hear: You have ___ new messages, ___ ol d message. For new messages, touch 1. For old messages touch 2. To send a message, touch 3. For Mailbox Setup functions, touch 4. For User Options, touch 5. 2. Touch 3 to send a message. You will hear: Begin speaking at the tone. To r eview your message, touch 1. To finish, touch the # sign. 4. Begin recording at the tone. 5. If you wish to review your recording, Touch 1. If not, Touch #, which signals the end of the recording. You will then hear: To send this message standard, touch 1. To send this message certified, touch 2. 6. Touch 1 to send the message standard (no no tification will be given to alert you that the message has been received) - or - Touch 2 to send the message certified (VoiceTrak will alert you when the message has been received). You will then hear: Please enter the mailbox number of the person that will receive this message. 7. Enter the appropriate mailbox number. You will hear: To (recipient name). Please enter the next recipients mailbox number or touch * to cancel all entries. Touch the # sign to finish addressing. 8. Touch * to cancel and begin again. - or - Enter another users mailbox number. Continue this process until you are through addressing. 11. Touch # when you are finished addressing. 12. Touch 9 to return to the Main Menu - or - Touch ### to exit VoiceTrak.
Page 8 - VoiceTrak Users Guide Distribution Lists Distribution lists allow you to send one messa ge to several users at the same time. To Establish 1. Access VoiceTrak. You will hear: You have ___ new messages, ___ ol d message. For new messages, touch 1. For old messages touch 2. To send a message, touch 3. For Mailbox Setup functions, touch 4. For User Options, touch 5. 2. Touch 4 for Mailbox Setup Functions. You will hear: For your personal greeting, touch 1 for greeting 1 and 2 for greeting 2. To change your passwor d, touch 3. For your spoken name, touch 4. For Distribution Lists, touch 7. For Outcall Notification, touch 8. 3. Touch 7 for distribution lists. You will hear: To hear existing lists, touch 1. To add a list touch 3 To change a list, touch 5. To delete a list, touc h *. To return to the Main Menu, touch 9. 4. Touch 1 to listen to the existing lists - or - Touch 3 to add a list - or - Touch 5 to modify a list - or - Touch * to delete a list. To Add a List 1. After choosing option 3, you will hear: The next available list number is ___. At the tone, please record a name for this list of users. Wh en finished, touch the # sign. 2. Record a name that describes the list. 3. Touch # if you are satisfied with the name that describes the list. You will To cancel and re-record, touch *. To accept, touch #. To return to the main menu, touch 9. 4. Touch # to accept the list. You will hear: Do you wish to add names to this list? If yes, touch 1. If no, touch 2. To return to the main menu, touch 9. 5. Touch 1. You will hear: Enter the message box number to be added. 6. Enter the mailbox number of the party to receive the message. You will hear: (Spoken name) added. Enter the message box number to be added. 7. Continue adding mailbox numbers, or, Touch # when your list is completed. 8. Touch 9 to return to the main menu. You are now ready to send the list.
VoiceTrak Users Guide Page 9 To Modify a List 1. After choosing option 5, you will hear: Enter the list number to modify. 2. Enter the list number you wish to cha nge. You will hear the list name and: Is this correct? If yes, touch 1. If not, touch 2. 3. Touch 2 if incorrect and repeat above instructions - or - Touch 1 if correct. You will hear: To hear a list of members, touch 1. To add a list, touch 3. To change the list name, touch 5. To delete list members, touch *. To return to the Main Menu, touch 9. 4. Choose the appropriate response and follow the voice prompts and appropriate instructions in this manual. When modifications have been made, 5. Touch 9 to return to the Main Menu -or- Touch ### to exit VoiceTrak To Delete a List 1. After choosing *, you will hear: Enter the list number to be deleted. 2. Enter the list number you wish to delete. You will hear: List number ___ deleted. 3. Touch 9 to return to the Main Menu - or - Touch ## to exit VoiceTrak. Sending Distribution Lists 1. Access VoiceTrak. You will hear: You have ___ new messages, ___ old messages. For new messages, touch 1. For old me ssages, touch 2. To send a message, touch 3. For Mailbox Setup functions , touch 4. For User Options, touch 5. 2. Touch 3 to send a message. You will hear: Begin speaking at the tone. To review your recording, touch 1. Finish by touching #. 3. Record the message and Touch 1 to review or Touch # to finish. Do not Touch # until you are satisfied with the recordi ng. The # sign signals the end of the recording. You will hear: To send this message standard, touch 1. To send this message certified, touch 2. 4. Touch 1 or 2. You will now hear: Please enter the mailbox number for the person you wish to send this message to. 5. Touch 7 plus the list number desired (1-9). You will now hear: Your message has been sent.