Before you begin adding any system components to your Tresta phone system, it’s important to create a plan so you get the most out of the all the features the system offers. The best practices below will help you maximize your cloud phone and create an exceptional experience for your callers.
Draft a plan.
Plan out everything you need in your system first. This includes things like how many users and user groups there will be, and whether each of those will have direct phone numbers. Do you want to use an auto attendant? What about a schedule to help you route your calls based on the day of the week or time of day? Do you have any forwarding numbers? It’s best to pre-plan everything in your system before diving in.
Configure all of your system components first.
The Tresta phone system is so flexible that it’s easy to add new components at any time. However, it’s easier to have all of your components configured prior to adding them to an auto attendant or to a phone number. This includes things like the users and user groups on your system, schedules and voicemail boxes.
Don’t over-complicate it.
If you plan to use an auto attendant, keep your options limited. Callers get overwhelmed when there are too many menu options to choose from. When planning your system, keep it as simple as possible. This will help keep your callers from hanging up.
Finally, don’t forget to add your system components to your call flow.
You’ve configured all the components you want to use on your system, but they are useless until added to a call flow. Put your components to work by adding them to phone numbers on the Call Flows page in the web app. Check out this article if you need to know more about doing this.
Need additional help? Check out this article on configuring call flows in your Tresta cloud phone system.