Adding, Editing or Removing Custom Greetings

Within the Tresta cloud phone system, you can add custom greetings for use in personal voicemail inboxes. Custom greetings help callers know they are leaving a voicemail for the right person. 

In this article, you will learn:

  • Who has access to custom greetings;
  • How to add a custom greeting;
  • How to edit a custom greeting;
  • How to remove a custom greeting. 

This article assumes you are a Tresta System Administrator and that there is more than one User on your account.

Who has access to custom greetings?

Both System Administrators and Users have the ability to add, edit or remove custom greetings from voicemail inboxes. Here’s how it breaks down: 

  • System Administrators have access to the greetings of any voicemail inbox on the cloud phone account. There are several ways to access Greetings; within the System Settings, greetings can be customized in the Users tab, the User Groups tab, or the Voicemail Inboxes tab. However, we recommend you select the Voicemail Inboxes tab for the most direct access to all voicemail greetings.
  • Individual Users have control over their own custom greeting within the Voicemail tab under User Settings. This article explains how a user customizes their greeting.

 

Adding a Custom Greeting (System Administrator)

Custom greetings are managed in the Tresta web app. Once logged in, do the following:

  1. Click on the Settings tab at the top of the page.
  2. Click on the Voicemail Inboxes tab within the System Components. You can view all of inboxes associated with your users, user groups, or the standalone inboxes once you are on the Voicemail Inboxes page.
  3. Select the inbox for which you want to add a custom greeting. To easily search all of your inboxes, click on the filters at the top of the Voicemail Inboxes page. This helps to quickly decipher between inboxes that are standalone, or for users and user groups.
  4. Click the Edit icon in the right corner of the inbox you’re selecting. This opens the Edit Voicemail Box page.
  5. Click on the Greetings tab that’s to the right of the Options tab. All accounts include a default greeting. To add a custom greeting, simply click on the red +Add Another link. This opens a box where you can record or upload a greeting.
  6. Select if you want the recording to be the default greeting and click the Done button. Finally, click the red Save button in the upper right corner of the Edit Voicemail Box page. Your edits are now live for that inbox.

Editing a Custom Greeting (System Administrator)

When a system administrator is on the Voicemail Inboxes page, they can edit any custom greeting by doing the following:

  1. Select the inbox for which you want to edit a custom greeting and click the Edit icon in the right corner. This opens the Edit Voicemail Box page.
  2. Click on the Greetings tab that’s next to the Options tab.
  3. Select which greeting you want to change and click on the Edit icon. This opens a box where you can re-record the greeting or upload a new one. This will wipe out the previous recording once saved. Alternatively, revisit the steps to add a new greeting and delete the old one once you’re satisfied with your changes.
  4. Once you’ve made your changes, click the Done button. Finally, click the red Save button in the upper right corner of the Edit Voicemail Box page. Your edits are now live for that inbox.

Removing a Custom Greeting

When a system administrator is on the Voicemail Inboxes page, they can remove a custom greeting by doing the following:

  1. Select the inbox for which you want to remove a custom greeting. You now have two options:
    • Click the Edit icon and deselect the box next to Make this my current Greeting. Doing this disassociates the greeting from the voicemail inbox without losing the greeting.
    • Click the Delete icon. This brings up a box where you can preview the greeting and select a new default greeting for that inbox.
  1. Once you’ve made your changes, click the Save button in the upper right corner of the Edit Voicemail Box page. Your edits are now live for that inbox.
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