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Agent Greetings

Go toSettings → Workflows → Agent Greetings to record and manage recordings that you can play back during calls – either automatically after you answer or manually.


Go to Settings → Workflows → Agent greeting  to see a list of the greeting.


Greeting Details

Fill out theTitle andDescription (optional), then set up your status settings:

Field Description
Code Code to call from the phone. May only contain numbers and signs "* #"
User Select user for the recording.
Queues Select queue for the queue.
Save your greeting.

Set up a Recording

Click the Add recording button to start. If your greeting already had a recording, you will need to confirm that you would like to overwrite it. If you don't have any greetings yet, create a greeting first. The Record/Upload new own recording window will open. There are 2 ways to set up your recording.

  1. Select a recording from your computer or drag and drop it into the grey area around the Select files button. Click Save.
  2. Record your greeting over the phone. Click Continue and follow the on-screen instructions. You must be logged in and ready to record your greeting over the phone.