If you’re new to cloud communications, you may have missed some of the key features that make our platform so powerful: Answering Rules.
Answering Rules allow you to decide how calls coming directly to your extension are handled. Your System Administrator can set system-wide Answering Rules that you can access, but you can also create your own. Answering rules will help you be more focused and/or more accessible depending on your needs.
How To Use Answering Rules
To add, edit or manage rules, click on the Answering Rules icon at the top of the portal window. There you’ll see all the rules currently available. To add a rule, click the “Add Rule” button.
The first step in creating an answering rule is selecting a time frame. You can choose from a default list or create your own time-frames. (See How to Increase Productivity With Time Frames for more info.) You can have many answering rules covering different time frames (weekends, evenings, vacation days and more) and they can all work together.
Once you’ve selected a time frame, your rule could be as simple as “Do Not Disturb”.
Do Not Disturb
A “Do Not Disturb” rule can come in handy, for example, if:
- You’ve got a meeting every Monday from 9am to 10am and can’t be interrupted.
- You’re heading out of town for a week and don’t want your phone ringing and bothering your co-workers.
- You work from home and like to get 6 hours of sleep a night without the phone waking you up.
- You enjoy office naps from noon to 1pm! Nice!
Alternatively, you could turn on “Call Screening”. This requires individuals to provide their name when they call, allowing you to decide whether this is a call you need to answer.
If you prefer to have your off-hours to yourself, but still need to be responsive to important work calls, you might turn this option on. Call Screening can be a little off-putting to some callers though, so use with caution.
Call Forwarding makes up a large part of the Answering Rules interface. You can forward your phone to different numbers or extensions when your phone status is:
- On Active: when you’re dialing or your phone is ringing
- Busy: when you’re already on a call
- Unanswered: if the phone is not picked up within a certain number of rings
- Offline: when your device is not in service – maybe it’s unplugged or there’s a power outage
- Always: forward regardless of the status of your phone
- If you’ve got a partner who helps you field calls, you may want to forward calls to his or her extension if yours is busy.
- If you’re in another city, working out of a hotel room, you might forward calls to your hotel room phone.
- You might forward calls to a conference room phone if your team will all be busy in that room for the day.
The Simultaneous Ring option has a few sub-options, but the important thing is you can ring all the phones you have associated with the system simultaneously. So:
- If you have a desk job, but like to stay on top of things in your off hours, create a rule that enables simultaneous ring from 5pm to 10pm, for example.
- Constantly in-and-out of the office due to your position? Set up a rule to make Simultaneous Ring active during office hours.
- On-call in a critical role like tech support or emergency response? Then you might use Simultaneous Ring with a 24-hour time frame.
Click the “enable” check box in the Add Rule dialogue box to make a rule active. You can also drag rules to change their order, giving one precedent over the other.
For example, if you’re on-call but not expected to pick up the phone over the Christmas holidays, you could drag your “Christmas” rule above the “24 Hour” Rule to give “Christmas” precedent (assuming the enabled box is checked on both.)
Need some help setting up your answering rules? Contact us today!