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Agent Greetings

An agent greeting is a short recording in the agent's own voice β€” for example "Hello, this is Anna from Daktela, how can I help?" β€” that is played to the caller during a call, either automatically after the agent answers or manually. It saves the agent repeating the same opening on every call. Set greetings up in Settings β†’ Workflows β†’ Agent Greetings.

Whether a user may use greetings, and upload their own recordings, is set by the Agent greetings option in the Workspace area of their profile.


Greeting Details

Fill in the Title and Description (optional), then set up the greeting:

Field Description
Code Code to call from the phone. May only contain numbers and the signs * and #.
User The user the recording belongs to.
Queues The queues in which the greeting is used.

Save your greeting.


Set up a Recording

Click Add recording 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 opens. 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.