6. Create a phone menu to greet callers.

You can use a call flow to greet inbound callers with a professional menu when they call your business. Callers can press 1 for sales, 2 for service, and so on.

Note: Even if all calls will be directed to one place with a simple greeting, this is where you’ll set that up, including setting your business and holiday hours.

1. Select Voice under Communication on the left-hand menu > Call Flows. For help getting started, refer to the blue Guides & Tips button in the bottom right.
2. Select Create New Flow > Start from scratch. Edit the name on the top right.
3. Click the Phone > select a phone number > Save & Continue. This number is typically the main phone number or a direct number for a specific department.
4. Click Add action, and choose one of the below options.
   • Announcement: Upload or record an announcement for callers to hear, such as monthly specials or business location details.
   • Phone menu: Upload or record a custom greeting with options for callers to hear, such as press 1 for sales, 2 for support, 3 for billing, etc.
   • Transfer out: Transfer calls to any external phone number, such as an emergency line during after hours.
   • Call flow: Transfer calls to another call flow. Only live call flows will show in the drop-down.
   • Users and teams: Route calls directly to the appropriate user or team.
   • Voicemail: Route calls to voicemail when needed, such as during after-hours or when the call is unanswered.
   • Dial by extension: Allow callers to contact a user or team directly by entering their extension.
   • Dial by name: Allow callers to contact a user directly by entering the first few letters of their first name.

Repeat this process until all call flow branches reach an ending point such as a voicemail box or transfer out.

Click Go Live to activate the call flow. 🚀