Phone Menus

Updated: Jan 31, 2017

Telzio phone menus enable you to automate incoming calls by providing callers with options to be routed to the right destination. You can designate each number on the keypad to route callers to employees and departments, and create segmenting and scheduling to accommodate business hours and locations.

In this article, you’ll learn about Phone Menus and how you can use them as part of your phone system.


Definitions

When we talk about Phone Menus, we use some terminology that you should familiarize yourself with before you get started.

  • Call Flow
    The configuration of features used to automate inbound calls.
  • Actions
    Features in a Call Flow that dictate how you want calls to be routed.
  • Options
    Numbers on a phone keypad that callers can press to be routed.
  • Timeout
    The amount of time the caller has to select an option before being re-routed.
  • Destination
    The person, department, or place where you want callers sent.

Adding a Phone Menu

Here are steps to help you add your first Phone Menu.

Pick a Call Flow

First you’ll need to pick a Call Flow to start with where you’ll add your Phone Menu.

  1. Navigate to Call Flows.
  2. Click on the desired Call Flow to open it.

Learn more about Getting Started with Call Flows

Add a Phone Menu

  1. Click on Add Action to view the available Actions.
    Add an action
  2. Click on Phone Menu.

Phone Menu Settings

Add a Greeting

Record a greeting directly through your browser, or upload an audio file from your computer.

Record a greeting

To record a new greeting:

  1. Click on Record.
  2. Click on the microphone to initiate a 3 second countdown to start recording.
    Record Button
  3. Click on the stop button when you have finished recording.
    Stop Button
  4. Click play to hear your greeting.

To upload a new greeting:

  1. Click on Upload.
  2. Click on the up arrow to choose a file from your computer.
    Upload Arrow
  3. Click play to hear your greeting.

Configure Keypad Options

Click the desired keypad numbers to designate the caller’s available options.

Keypad Options

Define Advanced Settings

  • Allow Extensions
    Mark this box to enable callers to dial an extension during the greeting.
  • Timeout Action
    Mark this box to create another Action if the caller exceeds the Timeout period.
  • Timeout
    Set the amount of time the caller has to make a selection.
    Timeout
  • Repeat Instructions
    Replay the greeting to the caller up to 10 times.
    Repeat Instructions
  • Go To the Previous Menu
    Designate a keypad option to take the caller back to the previous menu.
    Go to previous menu