How To - Setup Next Action for a User

Owned by David Klein
Last updated: Jan 07, 2022 by Eric Ronhovde
2 min read

Description:

This article will show you how to do the following:

  • Allows users to assign the next action to their callflow. These actions range from other users, voicemail boxes, callflows, and groups to provide more on-the-fly customization
  • The voicemail feature must be disabled to use this feature. This does not remove the voicemail box but disables it from the normal user's callflow.
  • When the next action feature is disabled the voicemail box will be re-enabled.
  • This feature is not available for Users with custom callflows in smart PBX.
  • If a device is selected as the Next Action instead of a user, any calls that are missed by either user would be dropped.
  • If the callflow breaks for some reason,  click on the user's settings and disable Next Action,  and click save to rebuild the default SPBX callflow.
  • When the next action feature is disabled the voicemail box will be re-enabled.

Methods:

  1. Login to the Audian Portal.

  2. Click the 9 square button at the top right of the screen.
  3. Click on the Smart PBX app.
  4. Click Users on the left.
  5. Click the User Features field, to the far right of the users name. 
  6. Click the Voicemail feature, set this to Disabled and then click Save Changes.
  7. Click the User Features field, to the far right of the users name and now click on Next Action.
    • If the Voicemails Box feature is enabled, you will be prompted to disable it before being able to enable Next Actions.
  8. Enable the feature and select the next action you would like to happen when a call is missed by this user, and then click Save Changes.