Virtual Attendant

A Virtual Attendant serves as a virtual receptionist that greets customers while routing them to an available employee or to alternate devices of the employee they are trying to reach. CoreNexa Mobile provides the ability to perform this directly from the app by clicking Virtual Attendant in the menu screen.

From the list of Virtual Attendants you can select it to Business Hours or After Hours settings by clicking on the appropriate radio button of the virtual attendant.

Editing the Virtual Attendant

1. Click on the name of the Virtual Attendant you want to edit.
2. In the Schedule tab click on day of the week to edit its schedule and click the Save Changes button when done.

1. Clicking on the Start or End Time opens a time picker to set the Start Time then after clicking the Next button you can pick the End Time where you can click the Ok button to save them.
2. Click on the + Add Business Hours button to add other schedules for that day’s hours of business.
3. Click on the Delete button (trashcan icon) to remove the schedule beside it.
4. Click on the Copy Schedule button to replicate the schedules for the day to other days of the week.

3. In the Greeting tab you can record the greetings for Business and After Hours schedules.

1. Select which schedule you want to record the greeting for, Business Hours or After Hours.
2. Click the Record button to start recording the greeting. The Record button will turn to a Stop button to end the recording.

3. To listen to the recording click the Play button and click the Speaker button beside it if you want it to play through the loudspeaker of your mobile device.

4. Click on the Save Changes button that appears to save any changes to the greeting.

1. In the Routing tab you can select an action for each (phone) Button that callers are allowed to press.
   1. First select if the buttons you want to edit are for Business or After Hours.
   2. Click on the button number and select an action.
      For example, if the Business Greeting says “Press 1 to leave a message,” then click the button 1 and set it to Mailbox.

3. If needed, select additional routing information from the second options list like for example the Mailbox Number to use for the Mailbox option in our example.
4. Click the Save Changes button at the bottom to finalize.

NOTE: Virtual Attendants must be created by a CoreNexa Admin or Partner and are managed in CoreNexa Automation Manager.