Find Me Call Forwarding

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1 Find Me Call Forwarding Find Me forwards phone calls in sequence or simultaneously between your office, cell and home phone, remote sales agents or stores in unique locations based on your office schedule. Using Find Me you can screen phone calls to your local or toll-free number before you answer, record phone calls and change routing options in real-time from the web. 1. Login to with your User ID and password. Select Find Me from the Basic Services tab. 2. On the Find Me page, click the link to Create a new Find Me list. 3. The Find Me Edit page is split up into a simple four step process.

2 Step 1 General Settings Find Me Name: Give the Find Me list a name. Find Me Type: This is how the system will relate to callers on hold. When an Individual Find Me list routes from one number on the list to the next, the system will say Not at that number, trying another number. When a Customer Service Hunt Group routes from one number on the list to the next, the system will say All of our agents are currently busy assisting other customers. Please hold for the next available representative. List Ordering: You can always use the same list order every time a call comes in by selecting Use the order shown at right. Select Round-Robin Order to make it so that the first number tried on a call is moved to the end of the list for the next call, and each number is moved up one place. To have the system randomly select a number from the list each time a call comes in, select Randomize Order. No Answer Timeout: The specified amount of time, between 20 and 50 seconds, which you tell the Find Me application to wait while it tries to locate a phone number on a list, before it decides it s a no answer and rolls over to the next number on the list. Record Calls: You can record all calls that come into a Find Me list by checking the box next to Record Calls. If you select this, calls that are recorded will be billed at 1.5 times the normal rate. Copies of recorded calls can be found on the Audio File Maintenance page

3 under Tools. # of Simultaneous Calls: Gives you the ability to try calling more than one number in a Find Me list at once. You could input your desk and cell phone, or two sales agents phone numbers, and the first person to pick up and accept the call will receive it. To purchase additional ports for more than 3 simultaneous calls, select Purchase Add-Ons from the My Account tab. Step 2 Phone Numbers to Call Click Add to add phone numbers to this list. Clicking the red X will delete numbers. Loop the list: Select how many times the system should route through your call list. At the end of the list: Should none of the phone numbers accept the call, you can decide how you want to handle the call. Tell user no one is available and disconnect: hang up the call and do not perform another action. Transfer to Voice Mail: route the call to a Voice Mail box. Automatically accept call on last number tried: this option will automatically leave the call to ring on the final number on your list, but it will play the whisper message or caller s name if you are recording it. Automatically accept call without intro: this option will automatically leave the call to ring on the final number on your list, but will not play the whisper message. If you are leaving the call to ring into the final number s voic (external to Ifbyphone), then this option is recommended. Route to a Virtual Receptionist: route the call to a Virtual Receptionist menu. Route to a different Find Me list: route the call to a separate Find Me list. Route to a SurVo: route the call to a SurVo IVR. Step 3 Call Screening Configuration Call Screening Method: Choose the method for relaying whisper message information to the person answering the phone. Record Caller s Name: prompt the caller for their name and whisper it to the person answering the phone before they are asked to accept or decline the call. Whisper Text: whatever you type into this field will be read to the person answering the phone before they are asked to accept or decline the call. Whisper Audio: upload an audio file that will be played to the person answering the phone before they are asked to accept or decline the call.

4 Touch Tone (DTMF) Only: When a Find Me call is routed to a phone number on your call list, the person answering the call must accept the call by saying yes or pressing one, or decline the call by saying no or pressing two. Checking this box will turn off the voice recognition so that they can only press one to accept a call or press two to decline it. Step 4 Hold Music Configuration Hold Music: While a Find Me caller is on hold, Ifbyphone will automatically play a default hold music. You can upload your own audio file to play music, a promotion, or the message of your choice. To upload your own WAV file, click the upload button and browse for the file on your computer. How To Use on Hold Audio: Choose how the system should handle your audio file. Only once per Find Me session: only play the audio file to the caller once, during the first number on the Find Me list. When your audio file is not playing, it will revert back to the Ifbyphone hold music. Only once between each Find Me call: play your audio file each time the list goes to a new number. When your audio file is not playing, it will revert back to the Ifbyphone hold music. Continuously between each Find Me call: loop through your audio file. The Ifbyphone hold music will not be heard by the caller. 4. Click Save Find Me when done. You can now connect your Find Me list to a phone number, Virtual Receptionist, or other Ifbyphone application.

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