There are dozens of reasons why businesses of every size should employ a digital receptionist. To provide an easier way to triage calls, rather than relying on a human. To save time for incoming callers. To save time for your staff, particularly the poor soul who has to handle all incoming calls.
This comes with a huge caveat: your digital receptionist must be set up with thought and care. It should allow you to deal with simple queries immediately - not only saving the caller time, but your employees too. Done correctly, a digital receptionist will give your business a professional sheen without irritating the caller.
In this article, we’ll explain how to set up a digital receptionist using 3CX’s latest Phone System - which can be deployed for free, both on your own equipment and in the cloud - and provide tips so you can avoid making common mistakes.
Key features
So what exactly can a digital receptionist do for your business? The most obvious thing is to efficiently direct calls to the right person.
Imagine you’re a caller who knows exactly who they want to call. If they know the extension number, then they can enter those digits on their phone and be put straight through. Or you can give the option of “Connect to an extension”, which will then list all the available extensions.
In many companies, it’s more likely that you’ll want to offer options to speak to sales, support, marketing and so on. Once you set these up as call groups within the easy-to-use 3CX Management Console (the Groups page is easily found on the left-hand side), you can assign them as an option for the Digital Receptionist (see How to set up a 3CX Digital Receptionist opposite). So, saying “Press 4 for sales” will put them straight through to your eager sales team.
Often, the simplest way to deal with a call - for both the caller and the business being called - is to simply add them to the queue. You might choose for to put them straight through to a (human!) receptionist or the sales department. Again, this is a simple option during the setup process.
Naturally, there are times when callers simply want to listen to the options again or decide they want to simply speak to someone human. Convention has pressing “zero” to go straight to reception, while it makes sense to add an option to listen to the choices again.
Advanced features
Those key features will cover 80% of your calls, if not more. But if there’s one thing that’s guaranteed, it’s that every business is different. 3CX anticipates the need for more options by making one of the options “Connect to Digital Receptionist”.
This isn’t some maddening Escher-like loop. It gives you the option to create a new recorded menu of options, perhaps for people who need to hear the choices in a different language. This way you could have a German language set of instructions, French, Spanish - your only limitation are the ten keys (zero to 9) that people can press.
It can also be useful to create a group voicemail for a team, and allow the caller to leave a message for them. Say, a customer calls with a problem when the office is closed. Rather than simply asking them to call again, you can have the option of leaving a message for the support team to be picked up the following day.
Another handy feature is to let callers enter someone’s name and then be connected straight through. 3CX prompts the caller to enter the first three characters of that person’s surname using the keys on their phone - so Andrews would be 263 - at which point they will be put straight through to the right person, or given a choice of users that match those digits.
Out of hours
So what happens if a caller phones up when the office is closed? Not a problem. Head down to the Settings option right at the bottom left. You’ll see a block called “Timezone, Office Hours & Holidays”. This allows you to set up opening hours for every day of the week, along with multiple break times.
If your office is always going to be closed over certain dates - the 1st of January, for example - then you can upload a custom message (“We’re sorry, but the office is closed for New Year. Press 1 if you wish to leave a voicemail with the receptionist, or 2 if you wish to be redirected to a particular extension.”)
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