Close for staff training and meetings
This guide provides a step-by-step process for setting up a "Staff Training" closure in a digital concierge system, ensuring that staff meetings and training sessions are effectively communicated to customers. By following these instructions, users can easily configure prompts and routing options to manage calls during training periods. This helps maintain professionalism and clarity in customer interactions while staff is unavailable. Viewing this guide will streamline the setup process and enhance operational efficiency during staff training events.
1. Navigate to sites and select the site to update.
2. Click "Prompts"
3. Upload a pre-recorded audio, record your own, or use our AI prompt generator.
4. Select the voice you wish to use and adjust the speed if desired.
5. Click "Preview"
6. Type a name for your audio prompt
7. Click "Save"
8. Next click the plus to assign the new audio file to a prompt.
9. Give the prompt a name and select the audio file
10. Click "Create"
11. Click "Back"
12. Click "Routing"
13. Click "Add Entry"
14. Click the "Entry Name" field.
15. Type "Staff Training"
16. Click "Create"
17. Click on the Staff training Route that was just created
18. We want this to be disabled by default
19. Select Direct Routing for the routing Type and press save
20. Click "Direct"
21. Click the gear on the first step in the call route
22. Click the "Description" field.
23. Type "Staff Training"
24. Select the "play" option.
25. Click here.
26. Click "Staff Training"
27. Click "Close"
28. Add the plus to add a sub-step
29. Click the "Description" field.
30. Type "Voicemail"
31. Select the "always" option.
32. Select the "voicemail" option.
33. Click "Close"
34. Click "Save"
35. Click "Back"
36. Under alternate routing Click "Backup Route"
37. Select the Staff Training route
38. Set the day you want this to be active
39. Whenever you have a staff training or meeting, enable the alternate route!
