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Table of Contents

Description:

Audian includes a handy dial-by-name directory feature which allows for dialing users by their name. This is useful if callers don't know the extension number of the party they are trying to reach.

 

This feature is especially useful after-hours, when callers may be trying to reach someone who is still in the office but most other employees have gone home.

 Step By Step:

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Description:

Tip

This article will show you how to do the following.

  • Setup a Dial-By-Name Directory

Methods:

Most of the time people access dial-by-name from a menu. For this example, we'll assume you've already created a menu inMenus and IVRs and are just adding dial-by-name to the existing menu.

    1. Select Hosted PBX / Callflows from the toolbar
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    2. Find the callflow that contains your IVR menu
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    3. In the Actions toolbox on the right hand side, select Advanced
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    4. Drag the Directory icon to the left and drop it on top of the Menu icon in your callflow
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    5. Select a key which callers should press to reach the directory
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    6. Create a directory
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    7. Add users to the directory
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    8. Save the directory
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    9. Save the callflow
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Advanced Directory Options

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  1. Control how many digits a caller must press before searching starts
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  2. Control the maximum number of digits a caller may enter
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  3. Require the user to either confirm a matching entry, or connect them automatically
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  4. Sort the list of matching users
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Wondering why Directory requires you to select both a user and a callflow to connect the caller to?

Because users can exist in multiple callflows, we do our best to guess which callflow is the default, but sometimes we don't get it right. Therefore, we allow you to modify which callflow we ring when a particular user's name is entered into the directory by a caller.

Related Articles:

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Expand
titleSmart PBX Virtual Receptionist
  1. Login to the Audian Portal.
  2. Click the 9 square button at the top right of the screen.
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  3. Click on the Smart PBX app.
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  4. Select Main Number from the left.
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  5. Select Incoming Call Handling.
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  6. Click the Virtual Receptionist link.
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  7. Click Add route.
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  8. Click the Press drop-down menu and select the preferred numeric option, then click the second drop-down menu and select SmartPBX Directory.
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    • Note: This is the default directory, this directory will list all users that have the Include User in the Company Directory option checked. Custom directories can be created via Call Flows.
  9. Set your preferred Greeting, and then click Save.
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titleCustom Directory via CallFlows
  1. Login to the Audian Portal
  2. Click the 9 square button at the top right of the screen.
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  3. Click on Callflows, then click on Callflows once more.
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  4. Select Directory.
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  5. Click Add from the top left.
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  6. Give the directory a name.
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  7. From the Add User section on the right, set the User AND callflow via the drop-down menus, and then click the Add this user to the directory link.
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    • Note: A callflow MUST be set, but it does not have to be the default callflow for that user. (Example: A caller wants to talk to the CEO, you can set the callflow to actually ring their assistant by selecting that users SPBX callflow from the menu)
  8. Once all users have been added to the directory, click Save.
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