1. Log in to the Dialer
Access your account and navigate to the Dialer platform.
2. Go to Agent Settings
From the main menu, open the Agent Settings section.
3. Configure Voicemail Routing
In Agent Settings, go to the section:
“What should happen when you are not available?”
Click the dropdown menu.
Select Forward to Voicemail (instead of Transfer to Number).
4. Test the Voicemail Feature
In the Voicemail text field, type a simple test word (e.g., “Hey”) and click Save.
This prompts the system to generate an audio playback of your message.
5. Confirm Audio Playback
After saving, check that the test audio plays correctly.
If it doesn’t, try using another simple word and save again.
6. Record Your Actual Voicemail Message
Once the test playback is successful, replace the test word with your full voicemail message.
7. Save Your Final Message
Click Save to confirm and activate your updated voicemail message.
8. Voicemail Notifications
Whenever you receive a voicemail, you’ll now get a real-time notification on your Dialer screen.
A banner will appear in the bottom-right corner with the caller’s number.
You can choose to View the voicemail immediately or Dismiss the notification.
The Voicemail menu on the left sidebar will also display a badge (🔶1) to indicate new messages.
📌 Tips for Agents
Keep your voicemail message clear, concise, and professional to maintain a consistent client experience.
Check your Voicemail tab regularly if you miss the pop-up notification.