Dial By Name Directory

The Built-in Dial-by-Name Directory enables callers to route themselves to the extension of the person they are looking for by searching the person’s name or last name and without the intervention of a receptionist or operator.

The callers can search for the person’s first or last names by entering the first 3 letters using their phone’s DTMF keypad. When the system matches what the caller entered it will reproduce a prompt with the person’s name and connect the call.

By default the system will play back the person’s Voicemail Name if recorded for each match and if no Voicemail Name is recorded it will spell the users first and last name.

The Dial By Name Directory known as “Directory” can be set as a destination in your IVR.

To route an inbound Caller to the Directory we will add an option in the digital receptionist module of your Clearly Cloud system by modify your digital receptionist and adding a new option routed to the Directory.  You can review more in-depth documentation on the Digital Receptionist here.

When a caller has reached your IVR and presses option 3 they will be prompted to enter the first 3 letters of the person’s first or last name and all matches will be played back and the caller will be prompted to pick one of the matches or continue entering more letters and then connect the caller with the person they are looking for. 

Multiple Directories

You can have as many internal directories as needed, just consider that the key element for this is using a Contact Tag per directory.

As outlined here, you can crate a tag and associate that tag with a contact.

By default, the system creates a default directory on all clients and all users are by default part of that directory.

Also, this module adds the feature of having users in multiple Company Directories.

      Example:

• For instance let’s create a Directory that will have the Support Team in it.
• In the Contacts module click on Tags > Add Tag.
• Enter the name of the Tag and select Company Directory

Then In the Users module, Advanced Tab  you can assign the Directory tag or tags for this user from the drop down menu as shown next.

In the Digital Receptionists  module we can add an option to route callers to the Support Directory as shown below:

At the end our IVR options may look like this.