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How do I set up the dial by name feature using Auto Attendant in Virtual Office Configuration Manager?
8x8 Support Knowledge Base

How do I set up the dial by name feature using Auto Attendant in Virtual Office Configuration Manager?

Note: Click here to set up the Dial by Name feature in Account Manager, the legacy version of Virtual Office Configuration Manager.

The Dial by Name feature gives callers the ability to use the audio menu to reach a specific extension within the company directory. You can view this option in your Auto Attendant settings. 

Before you Begin

  1. Log in to VO Configuration Manager.
  2. Create user profiles for all the people in your company directory. This will set them up with the extensions that the Auto Attendant will dial. 
  3. Confirm that each user's Display Name on their external caller ID is the same as the name callers will be searching for in the company directory.
  4. Each user in the company directory must set up a voice mailbox recording with their first and last name. This will be done individually on each user's phone. 
  5. Check that each user profile is in the company directory. Follow the instructions below to add users to the company directory.

Add a User Profile to the Company Directory 

  1. Log in to VO Configuration Manager.
  2. Click Users.
  3. If you wish to add an existing user, click More Options (three dots) next to the user. To add a new user, create a user profile.
  4. Expand the Advanced Settings for this user.
  5. Ensure that the toggle next to Add User to Auto Attendant Directory is switched on. This should be set for every user you wish to be in the company directory.

 

To configure the Dial by Name feature 

  1. Log in to VO Configuration Manager.
  2. Click Auto Attendants.
  3. If you haven't already created an Auto Attendant, you can do so now before moving on to Step 4. To edit an existing auto attendant, click More Options (three dots) to the right of the Auto Attendant you wish to edit.
  4. Click Add Key in the Call Handling Menu. You can enable the Dial by Name feature in the OpenClosed, or Alternate menu.
  5. Select a key that callers will press to enable the Dial by Name option. For example, if callers press the "0" key, they would be able to dial extensions by name.
  6. In the second field, select Name in the Dial By submenu.
  7. If you have multiple sites, select the site to use with the Dial By Name feature from the Directory Scope menu.
  8. Save your changes.