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This article assumes that you are signed into the Manager Portal as an Office Manager or Site Manager.
If you are a Site Manager trying to edit, the auto attendant must be assigned to your Site in order for the auto attendant to be accessible.
If you do not know your login name or password, please click here or contact CallHarbor Support.
Select Destinations for Auto Attendant
Caller ID Prefix
Add a New Auto Attendant
1. Select the Auto Attendants Tab
2. Click 'Add Attendant'
3. This will open the 'Add an Auto Attendant' popup window
4. Enter the name for the auto attendant
5. Enter an extension for the auto attendant
Please note, if you enter an extension that is already created on the system, the extension will be converted to an auto attendant. DO NOT ENTER AN EXTENSION NUMBER ALREADY IN USE
If the extension entered is new, a New popup will appear
If the extension entered is in use, a Warning popup will appear
6. Select the time frame the auto attendant should be available to be used.
Assigning a time frame to the auto attendant will only allow the auto attendant to work if the timeframe is active. Select default to allow the auto attendant to be used at any time.
7. Click Add. Cancel will disregard
8. The new auto attendant is created
9. Follow Select Destinations for the Auto Attendant for the next steps
Editing an Auto Attendant
1. Select the Auto Attendants Tab
2. Locate the auto attendant you wish to edit, and open the auto attendant by selecting the name or the pencil icon
3. The auto attendant will open and the currently set destinations will appear in the Dial Pad Menu
4. To replace a currently set destination, click the number then click remove
5. Follow Select Destinations for the Auto Attendant for the next steps
Select Destinations for the Auto Attendant
1. Click the number that you would like to set a destination on
2. Select the destination type. For more information on the destination types, please click here.
3. Repeat for all destinations that need to be set.
4. Update the 'if no key pressed' or 'if unassigned key pressed' if necessary, by clicking the settings gear located to the right of the dial pad menu.
5. Update the menu prompt to match the available destinations in the auto attendant.
For tips on writing a new menu prompt, please click here.
For instructions on updating the menu prompt, please click here.
Caller ID Prefix
User and Call Queue allow you to set a Caller ID prefix. A Caller ID prefix will appear for the phones when they receive the call.
You can use this to label incoming calls based on what a caller selects in an auto attendant. For example, labeling a call with billing or sales so you know who the caller wants to speak to.
Caller ID Prefix Examples
