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  • Click the Add Directory button.

  • Fill in the form as described below.

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Directory Name

A friendly name for the directory, such as "Sales" or "Support" for example.

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The greeting played to callers when they enter the directory. The default built-in announcement is "Welcome to the directory. Please enter the first three or more letters of the party's first or last name, using your touch tone keypad. Use the 1 key for punctuation. Press 0 to exit the directory and obtain further assistance." If desired, you can select a different announcement from your list of available System Recordings.

Invalid Retries

Number of times to retry when receiving an invalid/unmatched input from the caller.

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Prompt to be played when an invalid/unmatched response is received. The default message is "I'm sorry, there's no entry matching the keys you have entered." If desired, you can select a different announcement from your list of available System Recordings .

Invalid Recording

Message played to caller when they press 0 or when they have run out of retries, prior to sending them to the invalid destination. The default message is "We are now transferring you out of the directory. Please hold on for further assistance." If desired, you can select a different announcement from your list of available System Recordings .

Invalid Destination

Where to send callers when they run out of retries or press 0. May be overridden by the "Return to IVR" option below.

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  • Choose the type of entry from the drop-down menu. (All Users, Custom Entry, or an Extension as described below.) To add additional entries, click the plus sign .

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All Users

This will add an entry for every extension.

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Select an individual extension to add to the list.

Extension Fields

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Name

This should auto-populate with the extension's descriptive name. This is what users will search by when asked to enter the first 3 letters of the person's name. For example, if the name is Bartholomew, the caller would enter 227 for BAR.

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What is played back to the caller upon a match. This can be the voicemail greeting, text to speech, spell name, or a system recording.

Dial

What to dial. By default, this is the user's extension. However, this can be changed to another extension. This is useful if you want an executive's calls to go to their assistant for example.

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  • If not already viewing the Directory module home page, click the List Directories button to go back to the list.

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  • To view or edit a directory, click the pencil icon (blue star) .

  • To delete a directory, click the trash icon (blue star) .