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Use Call Screening Settings

Updated: 4/19/2024 6:40 AM

This collection of settings specifies what you hear when you pick up a call for your extension. Use a single setting or combine two or all. Settings include:

Call ScreeningPrompts the caller for their name (default), which is recorded and played on pick up of call. Use the default prompt or record a custom greeting.

You can also use a feature flag to increase the recording time (2 to 5 seconds) allowed for a caller's message. Contact Us if you want to use this flag with Call Screening. 
Call AnnouncePlays the user name or custom tag that is assigned to the extension or phone number dialed, which helps identify how to address/direct the caller.
Screen MenuPlays options that specify how to handle the call: Accept Call, Send to Voicemail, Transfer the Call by Number, or Transfer the Call by Name.  

Here's an example of all settings combined: You have a call for [Custom Tag] from [Caller Recording]. Press 1 to accept the call, press 2 to send the caller to voicemail, press 3 to transfer the call by number, press 4 to transfer the call by name.

To apply Call Screening settings:

Super User / Administrators
  1. Sign in to the Admin Portal.
  2. Click Phone System, then click Extensions.
  3. Click the extension, then scroll to Call Screening.
  4. Choose Call Screening, Call Announce, Screen Menu, or combine two or all.  
  5. Click Save.
End User
  1. Sign in to your Desktop App.
  2. Click your Initials/Avatar (top left), then click Settings.
  3. Click Extension, then scroll to Call Screening.
  4. Choose Call Screening, Call Announce, Screen Menu, or combine two or all.   
  5. Click Save.

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