Dial by Name (Classic)

This feature allows callers to locate a person by specifying their name instead of an extension. A caller will be prompted to enter the first few letters of a person’s first or last name using their phone’s keypad.

 

How does it work?

The auto receptionist or voice receptionist will ask the caller to enter the first few letters of a person’s first or last name using their phone’s keypad. The caller will then hear a message, You are trying to reach... (The caller will hear the selected person’s pre-recorded voice greeting.)

If this is correct, the caller can connect to the selected person by pressing the # (hash) key.

In case of a typo, the caller will hear the following message, We were not able to find the name you have entered, please try again. To start over, the caller can press * (star) to try again.

Enabling Dial by Name

  • To enable this feature, go to your Profile > Additional Settings and tick Dial by Name.
  • Next, go to Greetings & Media and upload a greeting: it should include you pronouncing your first & last name clearly.

Dial by Name in call flows

First, please make sure you have Dial by Name enabled in your Profile.

If you want to add a call flow with the Dial by Name option, follow the steps below:

  • Click on the Action menu (a circle of seven dots).
  • Select Dial by Name.

 

Don't forget to click on Save changes to save your progress!