Auto Attendant Worksheet - Sims

1 work SHEET1 auto Attendant WorksheetUse this Worksheet to outline how you would like your inbound calls to be directed when they reach the auto Attendant . Then use the online Account Manager to create your auto Attendant . Normal Business HoursWhat hours is your business open?DayOpen TimeClose TimeSundayMondayTuesdayWednesdayThursday FridaySaturdayBusiness Hours Rules and GreetingHow would you like incoming calls to be directed during business hours?Your Business Hours rules/greetings will be played during your normal business hours. Each menu can use numbers 0 through 9, with 0 normally reserved for a live Hours Greeting Example:Enter your script here:Thank you for calling Acme Corporation.

2 For Technical Support, press 1; For Sales, press 2; For Finance, press 3; To Dial by Name press 4; For the Corporate Directory, press 5 or to speak with the Operator, press outline your menu actions. You can have from one or up to ten options. Rules Example:PressDescriptionActionTechnical SupportTransfer to Ring GroupSalesTransfer to Ring GroupFinanceTransfer to Sub MenuDial by NameDial by NameCorporate DirectoryCorporate DirectoryOperatorTransfer to Extension2 work SHEETAuto AttendantEnter your Business Hours menu options here:PressDescriptionActionAvailable Actions.

3 Company DirectoryTransfer to Call QueueConference BridgeDial by NameTransfer to ExtensionVoicemail SystemDial by ExtensionTransfer to Ring GroupRepeat MenuTransfer to auto AttendantTransfer to SubmenuSubmenusYour auto Attendant can also have up to two submenu levels. For example:Main Menu Press 1 for Technical Support Press 2 for Sales Press 3 for Finance Finance Submenu (Submenu Level 1) Press 1 for Accounts Payable Accounts Payable Submenu (Submenu Level 2) - Press 1 for Suzy Smith - Press 2 for John Jones Press 2 for Accounts ReceivableFor each submenu you will need to outline the menu options and record a greeting for each one.

4 Please use the blank templates at the end of this document to outline any submenus you will SHEETAuto AttendantAfter Hours and Business Hours ExceptionsYour After Hours is when your business is closed. We automatically set your After Hours as the opposite of your Business Hours. In addition, you may also have some known business hour exceptions, for example your business is closed for a training day. Your After Hours rules/greetings will be played for these Hours exceptions are optional but if you would like to set them up, list the exceptions here:Business Hours Exceptions (optional)DateOpen TimeClose TimeAfter Hours/Business Hour Exceptions Rules and GreetingHow would you like calls to be directed when your business is closed?

5 Your After Hours rules/greeting will be played outside of normal business hours, when your business is closed. This has its own menu selections and separate greeting from the Business Hours Hours Greeting Example:Enter your script here:Thank you for calling Acme Corporation. Our office is now closed. Our regular business hours are Monday through Friday, 8am to 5pm, excluding holidays. For Technical Support, please call back during regular business hours. To leave a message for Sales, press 2; For Finance, please call back during regular business hours; To Dial by Name press 4; For the Corporate Directory, press 5; For all other business, please call back during regular business outline your dial-pad key actions.

6 You can have as little as one or up to ten dial-pad key Example:PressDescriptionActionSalesTrans fer to Voicemail SystemDial by NameDial by NameCorporate DirectoryCorporate Directory4 work SHEETAuto AttendantPressDescriptionActionEnter your After Hours menu options here:PressDescriptionActionLunch Hour and Holidays (optional)In addition to creating your Business and After Hours rules and greetings for your auto Attendant , you can also set up any opening hours exceptions, for example: Your business always closes for lunch between 12pm-1pm Lunch Hour Your business will be closed for Christmas and Thanksgiving - HolidaysThese exceptions are optional but if you would like to set them up, list the exceptions here:Lunch Hour Exceptions (optional)DayOpen TimeClose TimeSundayMondayTuesdayWednesdayThursday FridaySaturdayHolidays Exceptions (optional)DateDescription5 work SHEETAuto AttendantLunch Hour Rules and GreetingHow would you like your calls to be directed when your business is closed for lunch?

7 Greeting Example:Enter your script here:Thank you for calling Acme Corporation. Our office is currently closed for lunch. Our lunch hours are 12pm to 1pm, Monday through Friday. For Technical Support, please call back during regular business hours. To leave a message for Sales, press 2; For Finance, please call back during regular business hours; To Dial by Name press 4; For the Corporate Directory, press 5; For all other business, please call back during regular business Example:PressDescriptionActionSalesTrans fer to Voicemail SystemDial by NameDial by NameCorporate DirectoryCorporate DirectoryEnter your Lunch Hours menu options here:PressDescriptionAction6 work SHEETAuto AttendantHoliday Rules and GreetingsHow would you like your incoming calls to be directed when your business is closed for Holidays?

8 Greeting Example:Enter your script here:Thank you for calling Acme Corporation. Our office is currently closed in recognition of the Holiday. For Technical Support, please call back during regular business hours. To leave a message for Sales, press 2; For Finance, please call back during regular business hours; To Dial by Name press 4; For the Corporate Directory, press Example:PressDescriptionActionSalesTrans fer to Voicemail SystemDial by NameDial by NameCorporate DirectoryCorporate DirectoryEnter your Holiday menu options here:PressDescriptionActionNow that you have outlined how you would like your auto Attendant to work , you can now enter these details when you setup your auto Attendant online using the 8x8 Account you have any questions during setup, please contact 8x8 Customer Support at SHEETAuto AttendantBlank TemplatesSub-Menu 1.

9 PressDescriptionAction Sub-Menu 2:PressDescriptionActionAvailable Actions:Company DirectoryTransfer to Call QueueConference BridgeDial by NameTransfer to ExtensionVoicemail SystemDial by ExtensionTransfer to Ring GroupRepeat MenuTransfer to auto AttendantTransfer to Submenu