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Updating Phone & Voicemail Settings

After activating phone calls, you can update phone and voicemail settings as an Admin user by opening the Settings app and going to Business Setup > Phone Numbers > Manage settings.

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Straight to Voicemail
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When enabled, all phone calls will go straight to voicemail. To automatically send calls to voicemail outside your business hours, you can use the Outside Business Hours Voicemail setting.

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Spam Call Screening
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When enabled, spam call screening can help filter out spam calls and robocalls. Learn more about spam call screening.

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Call Recording and Transcripts
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You can record and transcribe phone calls to revisit phone conversations and gather important details that may have been missed or forgotten. Recording and transcribing calls also allows you to keep records of client conversations that can be used as evidence when fighting disputes.

  • Automatic call recording: When enabled, all phone calls will be automatically recorded and transcribed. Make sure you follow local rules and regulations for recording phone calls.

  • Call recording notifications: When enabled, an audio message will play at the beginning of every phone call that announces the call is being recorded. Includes outbound phone calls.

  • Disable recording for outbound calls: Specify whether outbound phone calls should not be recorded and transcribed. This setting will also disable the call recording notification for outbound phone calls only.

  • Hide call summaries: When enabled, auto-generated summaries and sentiments for recorded phone calls will not be displayed when viewing conversations. Auto-generated summaries and sentiments will still be displayed when listening to recorded phone calls and viewing transcripts. This setting helps keep conversation history more organized while still allowing access to summaries and sentiments.

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Voicemail Greeting
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Your phone number includes a standard voicemail greeting by default. You can record, upload, or generate a custom voicemail greeting if needed. This greeting will be separate from the greeting used with the Outside Business Hours Voicemail setting.

To record, upload, or generate a custom voicemail greeting, select Add voicemail greeting.

  • Record voice: Allows you to record your own voicemail greeting.

  • Upload file: Allows you to upload a file (e.g. MP3 or WAV) to use as your voicemail greeting.

  • Generate from text: Allows you to generate a voicemail greeting from custom text. You will be able to choose whether the voice should be female, male, or neutral, and you can preview each voice before making a selection.

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Outside Business Hours Voicemail
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When enabled, all phone calls will go straight to voicemail outside your business hours. To adjust your business hours, open the Settings app and select Business Setup > Business Hours.

You can record, upload, or generate a custom voicemail greeting for calls received outside business hours if needed. This allows you to use separate voicemail greetings for calls received within business hours and calls received outside business hours.

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Auto-Reply After Missed Call
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When enabled, you can send an automated text message to callers if their call is missed. This allows you to follow up with callers automatically so you never miss a connection. You can customize this automated text message as needed.

If the Outside Business Hours Voicemail setting is enabled, this automated text message will not be sent outside your business hours.

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International Calling
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When enabled, you can make outbound calls to international numbers. Learn more about international calling.

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