Using a Smart Attendant

The Smart Attendant in UniFi Talk allows you to set up custom call routing, ensuring calls reach the appropriate extension or language speaker. This guide will walk you through setting up the Smart Attendant, customizing its features, and managing call routing.

Smart Attendant Features

• Greeting Callers: Use pre-recorded messages to welcome callers.
• Directing Calls: Route calls to specific numbers or groups based on custom settings.
• Office Hours: Configure call handling based on business hours.
• Extension Dialing: Allow callers to dial specific extensions directly.

Setting Up a Smart Attendant

1. Open Engagement Tab:
   • Go to the Engagement tab in the UniFi Talk application.
   • Click 'Add Smart Attendant' if none exist.
2. Name Your Assistant:
   • To help .
3. Configure Your Assistant:
   • Select the number(s) for it to answer.
   • If 'None' is selected, it will be inactive until assigned a number.
   • Choose Ringback and Hold Music for your Smart Attendant.
4. Set Business Hours:
   • Enable custom call handling based on business hours.
5. Enable Extension Dialing:
   • Allow callers to dial extensions directly.
   • Choose an extension dialing method:
     • All Ring Destinations: Dial any user or group by extension.
     • Smart Attendant Ring Menus: Dial users/groups added to the Smart Attendant.
     • Custom List + Ring Menus: Dial users/groups from both custom lists and ring menus.
6. Configure Greeting Message:
   • Select the voice for generated audio.
   • Choose and configure the greeting type (text-to-speech or custom audio).
7. Create Call Routing Tree:
   • Enter prompt messages and assign key presses to users/groups.
   • If not configuring immediately, select 'No' and 'Finish.'

Managing Your Call Tree

To add a new menu or user:

1. Hover over the desired menu and click the '+' icon.
2. Choose a block type:
   • Keypress Prompt: e.g., “Press 1 for Sales.”
   • Ring Phone(s): Dial a specific user or group.
   • Park Call: Place the call in a parking lot.
   • Play Audio: Play an audio message.
   • Voicemail: Direct the caller to voicemail.
   • Keypress to Return: Return to the previous menu.
   • Schedule: Configure call handling based on a schedule.

To delete a menu or user, hover over it and click the 'X' icon.