Call Filtering Groups
Call Filtering Preferences allow you to define which callers can reach you. For example, you may choose to take calls only from friends and family when on vacation. To determine if a caller is "Family", "Friend" or "Customer", the Virtual Assistant uses contact groups. All groups defined in your account can be used for call filtering purposes.
Predefined Groups: The Virtual Assistant populates your account with predefined groups to which some contacts are already assigned.
- Colleagues: All company employees listed under Contacts > Colleagues are automatically included in this group by default.
- Personal Contacts: All contacts listed under Contacts > Personal Contacts will be included in this group by default.
- Shared Contacts: These are the company shared contacts listed under Contacts > Shared Contacts. Only authorized company employees can access and use the Shared Contacts group. Company administrators grant and revoke permissions for specific employees to access shared contacts.
- Voice Directory: These are the contacts that can be selected by name using the Virtual Assistant's voice commands to call them or send them voice emails and text messages. For company employees, the Voice Directory always includes the list of colleagues. You must select and assign contacts to this group to make them accessible by name using speech.
User-Defined Groups: You can create and add as many groups as needed.
- Customers: You can create and use the Customers group for all your customers.
- Family: You can create and use the Family group for all your family members.
- Friends: You can create and use the Friends group for all your friends.
To assign a contact to a group or to create a new group, see Contacts for details.
Call Importance Filtering
Once you have selected which groups of callers can reach you, you may choose to take All Calls or only Important Calls from the selected group(s). For "Important Calls", the Virtual Assistant will ask callers if their call is important. Callers who answer "Yes" will be forwarded to you at the destination(s) where you want to take calls. Callers who answer "No" will be sent to your voice mail.
Define Call Filtering Preferences
To set your call filtering preferences:
- From the main menu, click Call Forwarding > Status.
- If needed, change your status.
- Click the Edit icon next to the status dropdown list.
- Click the Insert New Filter icon.
- Check the box next to the groups of callers to whom the new filter will apply. Each time you select a group, it is added to the list of groups handled by this filter. Callers that do not fall within a filtered group will be sent to your voice mail.
- Check the icon preceding the arrow pointing to the call destinations box to specify if the filter forwards All Calls or only Important Calls from the selected group(s). For Important Calls , the Virtual Assistant will ask callers if their call is important. Callers who answer Yes will be forwarded to you at the destination(s) where you want to take calls. Callers who answer No will be sent to your voice mail.
- Set the call forwarding rules for this group.
- Click Save to apply the changes.