Setting up the executive and assistant service
About the executive and assistant service
An executive can have a pool of assistants who can make and answer calls on their behalf. One Net Business provides some special features to support this.
Viewing the current settings
On the Anrufdienste page, you can see and change some settings for the service.
To view executive settings
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- Select Anrufdienste > Chef > Anzeigen.
You can see a list of your assistants, enable or disable call filtering and screening, and activate or deactivate any rules that you're using for filtering calls.
To view assistant settings
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- Select Anrufdienste > Assistent > Anzeigen.
You can see any executives you're assigned to. If you can't take your executives' diverted calls, for example if you're on holiday, you can set up a divert to transfer these calls to another number.
Setting up the executive service
Setting up the executive service includes:
- Assigning assistants to the pool
- Setting up the caller ID and call filtering rules
- Choosing the action to take if a diverted call isn't answered
Administrators, executives and assistants can set up an executive service. Only administrators and executives can assign assistants to executive pools.
To assign assistants to the pool
If you're an executive or an administrator, you can create a pool of assistants. If the pool has more than one assistant, you need to decide whether diverted calls alert them simultaneously or sequentially. You set this when you configure alerting for assistants.
If you use sequential alerting, the order of the names in the list is the order in which the assistants are alerted.
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- Select Anrufdienste > Chef > Bearbeiten.
- At the top of the Assistenten section, select An- und Abmelden der Assistenten zulassen if your assistants can choose whether they are active in your pool.
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Search for users.
Any users found by a search appear in the Verfügbare Assistenten list. Only users who have the One Net Business UC package assigned can appear in the list.
- Move any required users to the Zugewiesene Assistenten list.
- Move the names up or down the list if you are using sequential ringing for alerting assistants.
Learn more about available One Net Business packages >
To set up alerting for assistants
The alerting settings determine how assistants receive the executive's diverted calls and what happens if the call isn't answered.
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- Select Anrufdienste > Chef > Bearbeiten.
- Select Parallel if all assistants should be alerted at the same time or Sequenziell if assistants should be alerted in the order specified by the list of assistants in the pool.
- Choose the caller ID name for diverted calls. This can be the executive caller ID name, the originator caller ID name or both, or a custom caller ID name.
- Choose the caller ID number for diverted calls. This can be the executive caller ID number, the originator caller ID number or a custom caller ID number.
- If an assistant transfers a diverted call back to the executive, you can specify how long the executive's phone should ring before the call is returned to the assistant. To do this, enter the number of rings for Zurückgeben der Weiterleitung nach.
- If you have specified sequential ringing, you can specify how long an assistant's phone should ring before alerting the next assistant. To do this, enter the number of rings for Weiter zum nächsten Assistenten nach.
- You can specify how long a call can ring before another action is taken by specifying the number of seconds for Weitergabe nach.
- You can specify whether the rollover action is to transfer the call to voicemail or to another number that you enter, or to inform the caller that their call can't be taken.
To set up call filtering
The call filtering settings determine which calls are diverted from the executive to the assistants.
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- Select Anrufdienste > Chef > Bearbeiten.
- Select Ein or Aus.
If call filtering is off, none of the executive's calls are diverted to the assistants.
- For simple filtering, select Einfach and choose Alle Anrufe to divert all calls, Alle internen Anrufe to divert internal calls or Alle externen Anrufe to divert external calls.
- For rule-based filtering, select Erweitert and select Regel hinzufügen ... for each rule you want to add.
To set up screening
The call screening settings determine whether the executive sees diverted calls so they can decide whether they want to take a call.
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- Select Anrufdienste > Chef > Bearbeiten.
- Select Ein or Aus.
- Select whether a brief ring should be played each time a call is screened.
- Select which of the executive's devices should be alerted with screened calls.
Setting up the assistant service
Setting up the assistant service includes:
- Setting up the caller ID and call filtering rules
- Choosing the action to take if a diverted call isn't answered
If an executive pool has more than one assistant, the assistants can receive diverted calls simultaneously or they can be alerted sequentially, using a priority order defined in the service configuration.
Administrators, executives and assistants can set up an executive service.
To set up call filtering rules
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- Select Anrufdienste > Assistent > Bearbeiten.
- Enter a name for the rule in the Beschreibung box. This helps you see at a glance who the rule applies to or when it applies, for example, Family or Annual leave.
- By default, Anruf nicht filtern is selected, but you can choose Anruf filtern if you want the calls that meet this rule to be diverted.
- Enter the days and times that the rule is active by choosing time schedules and holiday plans.
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By default, the rule applies to all phone numbers, but you can restrict this to any external phone numbers, any internal phone numbers, or any anonymous or unavailable numbers and up to 12 individual numbers.
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If the rule should only apply to calls coming to certain phone numbers, select the required numbers in Verfügbare Anrufziele and add them to Ausgewählte Anrufziele. For example, an executive may want to apply a rule only to callers who have dialled the executive's mobile number.
If no numbers are selected, the rule applies to incoming calls to all the executive's One Net Business numbers.
- When you save the new rule, it automatically becomes active. You can deactivate rules once they are saved. Executives can also activate and deactivate these rules on the Anrufdienste page.