Dial By Name

    What is Dial by Name?

    The Dial-by-name feature allows callers to find a person by specifying their name instead of an extension. A caller will be prompted to enter the first few letters of a person’s first or last name using their phone’s keypad.

    How does it work?

    The auto attendant or voice receptionist will ask the caller to enter the first few letters of a person’s first or last name using their phone’s keypad. The caller will then hear a message “You are trying to reach .” If this is correct, the caller can connect to the selected person by pressing the # key. To start over, the caller presses * to try again. The caller will hear the selected person’s pre-recorded voice greeting. In case of a typo, the caller will hear the following message: “We were not able to find the name you have entered, please try again.”

    How can I enable/disable the Dial-by-Name feature and upload my personal greeting?

    dial by name

    1. To enable this feature, go to your profile and edit the following tabs:
    2. Additional Settings — enable “Dial by Name.”
    3. Greetings & Media — upload your greeting.
    4. When that’s done, head to the Call Flows section.
    5. To enable or disable this feature for separate users, go to the My Team section and click on “edit user.”​
    6. You can see this feature on the Personal Settings screen. Please note that in order for this feature to be enabled, a user must have had already recorded a special greeting (which introduces the user to the caller)!
    7. To upload (or record via phone) your own personal greeting, go to the Greeting section. You can then select from your recorded/uploaded greetings via the drop down menu. Enabling the Dial-By-Name feature allows customers to reach you just by typing your name.

    How to configure a call flow with a Dial-by-Name option

    dial by name

    If you want to add a call flow with a dial-by-name option, follow the steps below:

    1. Go to the Call Flows screen and click on the New flow tab or edit the current call flow.
    2. Define basic conditions including the business number(s), the caller number(s) and time of the call.
    3. Choose a primary greeting to be played to the caller when the call is connected. You can use a default or custom recording.
    4. Select “Dial by Name” option.
    5. When you’re ready, press “Save changes.”
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