Quick Start Guides - Automated Call Attendant

If you have already completed the Setup Wizard to set up an automated call attendant skip ahead to step 6 to customize your configuration.

Step 1: Run the Setup Wizard
If the Setup Wizard is not open, you can start it by choosing the "Run Setup Wizard..." option under the File menu.

Step 2: Select "Automated Call Attendant (with PBX)"

Step 3: Configure Telephone Line(s)
On this page you will need to add any telephone lines that you want IVM to be able to answer.

Hardware - all of the compatible hardware that IVM detects on your machine will be listed. Select the name of the hardware device that you wish to add and press the "Add Line..." button below the list to configure the device.
See Hardware/Device line properties for more information on configuration options.
If your hardware does not appear on the list please see the Hardware Troubleshooting page.
VoIP - if you already have a VoIP account that you would like to connect to select the "New SIP based VoIP Account..." option and press "Add Line..." button below the list to configure the account.
See VoIP Line Properties for more information on configuration options.

If you have Axon installed you may see an additional setup page asking which Axon lines you would like to ring on IVM. Select the lines that you will be using for your IVM installation so that these will connect to IVM correctly.

Step 4: Install Example IVR(s)
Some example IVRs are provided to help demonstrate how to set up IVM for various situations.

Click on the links below for more information about the example programs that are available:

These examples should be treated as a starting point only, providing you with a basic setup that you will still need to modify these to meet your specific requirements. Exploring the set up of these examples may also be a good way to help familiarize yourself with IVM even if in the end you plan to set up an entirely different IVR program.

Step 5: Complete Wizard

Step 6: Changing your Outgoing Messages (OGMs)
You can create a single OGM to play an audio message, or set up a long call flow that will be started when a call is answered. An example of a longer call flow would be the Sample IVR Survey that you can load from the included example files provided with IVM. If you are creating a longer OGM Call Flow be sure to use the Call Simulator to test along the way. You may also want to see Complex IVR Systems when creating your ivr profile.

Step 7: Test your system with call simulator
Use the Call Simulator to test.