Adding an Advanced Call Handling rule

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This article will guide you on how to add an Advanced Call Handling rule.  To do this, follow the steps below:

NOTE:  You need to be an Account Administrator to perform this action.

Step 1:
Log in to your RingCentral account.  For instructions, click here.

Step 2:
Go to Settings and select Phone System.

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Step 3:
Click Auto-Receptionist.  Select Greeting & Company Calls.

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Step 4:                  
Click the Advanced link.


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Step 5:
Click Add Rule.

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Step 6:
Set a name for the new rule and where you want the new rule to work.  Click Next to proceed.

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NOTE:  Each custom rule will pass three (3) processes: Name Rule, Define Condition, and Define Call Handling.

Step 7:
Fill in the Name rule field.  You can base your custom rule on the following conditions:
 
 
Step 1:
For the first option, set the rule as a weekly schedule or just for a specific date range (i.e. Out of office rule).  Specify which days of the week will be affected by the rule and indicate the time.  Click Next to continue.

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Step 2:
Review your summary of conditions.  Click Next.

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Step 3:
Define your call handling for this rule by selecting your preferred settings.  Click Done when finished.

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Step 4:
Your first customized rule is now added on the list and is active.  Click Done to go back to phone system.
Step 1:
Type the phone numbers of the callers that you want to include on the rule, and click Add to put them on the list.

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Step 2:
The applicable Phone Number appears.  Click Next.

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Step 3:
Review your summary of conditions.  Click Next.

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Step 4:
Define your call handling for this rule by selecting your preferred settings.  Click Done when finished.

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Step 5:
Your second customized rule is now added on the list and is active.  Click Done to go back to phone system.
Step 1:
Select the number from your account where you want to apply this rule by checking the box.  Click Next to continue.

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Step 2:
Review your summary of conditions.  Click Next.

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Step 3:
Define your call handling for this rule by selecting your preferred settings.  Click Done when finished.

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Step 3:
Your third customized rule is now added on the list and is active.  Click Done to go back to phone system.

You have now added an Advanced Call Handling rule.


See Also:

Adding a custom rule in your extension
Call Handling & Forwarding Overview
 
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