Our Telephone Integration gives your company the ability to assign internal extensions for employees or departments. This makes it simple for customers to connect with the right person, just by entering the extension number during a call.

If an extension is set, calls will be routed directly to that individual. If the person is unavailable, the caller will be able to leave a voicemail message.

Enable Extensions

• Go to Settings
• Navigate to Telephone Integration
• Select General Settings
• Open Incoming Call Actions
• Set Play message before Phone Rings to "Yes"
• Enable Phone Extension and Private Voicemails

Once enabled, you can assign three-digit extensions to individual employees.

Assign an Extension to a User

• Go to Settings
• Select Admin Users
• Choose the Admin User you want to assign an extension to
• Enter the 3-digit extension number in the Extension field
• (Optional) Set up a personalized voicemail for the user
• Set View Incoming Calls to Yes so the user can see and respond to calls

Benefits of Using Extensions

• Direct Dialing – Customers reach the right person without waiting in a call queue
• Private Voicemail – Each user can have their own voicemail box for missed calls
• Professional Call Handling – Creates a more efficient and polished customer experience

Screenshots

How to Enable Extensions

 

 

How to Assign an Extension to a User