Handle Executive's Calls

Answer a Call

Just like your personal calls, you’ll receive an incoming call alert in the right corner of your screen. You'll see the name of your caller and the Executive they're calling.

Exec_Assist_-_Incoming_Call_Notification.png

Similarly to Departments, an incoming call is rung out to more than one individual—in this case, both the Executive and their Assistant(s).

Decline a Call

If you click Decline or simply miss the call, the caller will go to your Executive's voicemail.

Call Waiting

Never miss a call with call waiting. You'll have the following options:

  • Answer: Puts your first caller on hold while you interact with your second caller
  • Merge: Joins your first and second caller on an active call
  • Decline: Sends your second incoming call directly to your voicemail

Exec_-_Call_Waiting.png

Answer-Merge is currently only available through your desktop app.

Place a Call

Just like personal calls, the only difference is you’ll need to select your Executive's caller ID from your New Call drop-down menu.

Caller_ID_-_New_Call_From_Drop_Down.png

Transfer a Call

Just like your personal calls, you can choose to transfer your Executive's calls with:

Transfer_-_Transfer_Options.png

Exec Inbox

Your Executive's Inbox displays:

  • New notifications
  • All notifications
  • Voicemails
  • Recordings

Exec_Assist_-_Inbox_w__Notification.png

Toggle DND

Heading out for the day? Toggle your Do Not Disturb On in your Executive's Inbox to stop receiving calls to any of your connected devices.

Answer a Call (Mobile)

HD Inbound Call

  1. Banner notification displays incoming Executive call
  2. Tap banner to display HD screen
  3. Tap Answer

Exec_Mobile_EN.png

Carrier Inbound Call

  1. Default incoming call notification
  2. Caller ID will display # based on your Forwarding Number Advanced Settings
  3. Tap Answer
  4. Press 1 to connect the call

If you don’t press 1, the caller will be sent to your Executive’s voicemail.

Transfer a Call (Mobile)

iOS app offers:

  • Transfer Now (Direct)
  • Transfer to Voicemail (must be within Organization)

iOS_-_Transfer_Options__1_.gif

If the contact you're transferring your caller to does not pick up, the caller will be placed in their voicemail.

Android app offers:

  • Transfer Now (Direct)
  • Ask First (Warm)
  • Transfer to Voicemail (must be within Organization)

Android_-_Transfer__1_.gif

Executive Inbox (Mobile)

Your Executive's Inbox displays:

  • New notifications
  • Recent notifications
  • Missed notifications
  • Voicemails
  • Recordings