How to Create an Auto Attendant in Power Portal

An Auto Attendant is an automated system that greets callers and directs them to the appropriate destination based on their input. Follow these steps to create an Auto Attendant.

Step 1: Log in to the Admin Web Portal

1. Open a web browser and navigate to power.usipcom.com.
2. Log in with your admin credentials (e.g., ext@customerdomain.com) and password.
3. Click Manage Organization in the top-right corner to access the admin dashboard.

Step 2: Open the Auto Attendants Page

1. In the admin dashboard, click the Auto Attendants icon on the menu bar.

• This will open the Auto Attendants page, where you can view, edit, and create Auto Attendants.

Step 3: Add a New Auto Attendant

1. Click the Add Attendant button.

• A pop-up window labeled Add an Auto Attendant will appear.

2. Complete the fields on the first page:

• Name: Enter a name for the Auto Attendant (e.g., "Main Office Attendant").
• Extension: Assign an extension for the Auto Attendant. ***This must be unique***
• Time Frame: Select a time frame when the Auto Attendant will be active. For example:

• Always: Active at all times. (We recommend to use this and manage time of day routing from your number inventory)
• Days of the Week and Times: Define specific times (e.g., business hours).
• Specific Dates or Ranges: Use for holidays or special schedules.

3. Click Continue to proceed to the next page.

Step 4: Configure Auto Attendant Settings

1. Intro Greetings:

• Click the Manage Greetings icon to record, upload, or select an existing greeting:

• Record a Greeting: Provide a phone number to call and follow the instructions to record a greeting.
• Upload a Greeting: Upload a pre-recorded file in MP3 or WAV format.

• This greeting is played when callers first reach the Auto Attendant.

2. Menu Prompt:

• Enter or upload a prompt that lists options for the caller (e.g., "Press 1 for Sales, Press 2 for Support").

3. Dial Pad Menu Options:

• Assign actions to each keypad number (0–9). Options include:

• User: Route the call to a specific user or extension.
• Conference: Direct the call to a conference bridge.
• Call Queue: Forward the call to a call queue.
• Directory: Enable a dial-by-name directory.
• Voicemail: Send the call directly to a voicemail box.
• External Number: Forward the call to an external phone number.
• Play Message: Provide recorded information (e.g., office hours or directions).
• Repeat Prompt: Replay the menu options.
• Add Tier: Create a submenu for additional options.

4. Additional Options:

• Click Options to configure these settings:

• Enable or disable Dial by Extension.
• Specify actions if no key is pressed or if an unassigned key is pressed.

5. Click Save to apply the settings.

Step 5: Test the Auto Attendant

1. Call the assigned extension to ensure the greeting and menu options work as expected.
2. Confirm all menu paths and submenus direct calls to the correct destinations.