How do I assign receptionist services?

Reception Services can be assigned to call handling rules using My.Phone.com or Control.phone.com

My.Phone.com 

If you see Numbers listed as an option under Administration in My.Phone.com when logged as an administrator, you will use My.Phone.com to add Reception Services to your call handling rules. If you don't have Numbers listed, please see the instructions for the Control Panel.

 

AI-Connect 1-1

  • Click the pencil icon next to the number you would like to use Reception Services.
  • Click "Use AI-Connect" for our AI-powered automated reception service or "Use Live Answer-Connect" for our live agent receptionists.  (Rates apply.) 
  • Choose existing scripts or create a new one
    • Existing scripts will be visible in the drop down section for both AI-Connect and Live-Answer Connect.
    • With either option, the pre-populated settings for a new script will include a greeting with the company name and a warm transfer to each activated user with a failover to the user's voicemail if the call is rejected or unanswered.
    • For Live Answer-Connect, you will need to pick a plan based on the number of minutes you will use.
  • To edit your script or add appointment scheduling, return to My.Phone.com and select Reception Services under Administration in the left navigation.

Edit Script

Control.Phone.com

If you don't have Numbers listed as an option under Administration in My.Phone.com, you will start by creating your script. 

  • Choose Receptionist Services from the Administration dropdown in My.Phone.com.
  • Click "Create New Script."
  • Choose whether you want to use AI-Connect or Live Answer Connect.
  • Follow the on screen instructions to set up your script.
  • After creating your script, you must log into the Control Panel to enable the script with the following steps:
    • Click on Configure at the top
    • Manage Numbers
    • Edit the number to allow the script to be run on
    • Edit number actions
    • Choose Receptionist and then choose your script from the script drop-down.