Assign assistants to your assistant pool

Before you begin

The executive and executive assistant services must be enabled by administrator in the Control Hub.

1

Go to https://settings.webex.com and select Webex Calling.

2

From the Calling User Portal, go to Call Settings > Additional Features.

3

Under Executive, search and select the users to add to your assistant pool.

4

Click Save.

Filter calls sent to your assistant

With the call filtering option, you can decide which calls should go to your assistant.

1

Go to https://settings.webex.com and select Webex Calling.

2

From the Calling User Portal, go to Call Settings > Additional Features.

3

Under Executive, turn on the Call Filtering toggle.

4

Choose one of the following options:

  • All Calls—Choose this option to send both internal and external calls to the executive assistant.
  • All Internal Calls—Choose this option to send all the internal calls to the executive assistant.
  • All External Calls—Choose this option to send all the external calls to the executive assistant.
  • Custom Call Filters—Choose this option to ensure that only specific calls are redirected to your executive assistant. If selected, click Add New Filter to develop a custom call filter using the following parameters.

    • Filter Name—Enter the filter name.

    • When—Select your predefined schedule from the drop-down list.

    • Calls from—Select the calls from Any Phone Number, Any Internal, Any External, or Select Phone Numbers that you want to go to the executive assistant. If you choose Select Phone Numbers, enter the additional details.

    • Filter or Don't filter—Choose to filter or not to filter the calls that fit within these parameters.

5

Click Save.


 

You can activate or deactivate the call filtering option using your desk phone. Use the following Feature Access Codes (FAC), which can be entered through the phone keypad to control certain features—to activate or deactivate the call filtering options that you have set up in the User Hub.

  • Activate call filtering (executive) - #61.

  • Deactivate call filtering (executive) - #62.

Enable call notifications to additional locations

You can choose to alert additional locations using the executive service. You can also choose to add a ring splash to these alerts.

1

Go to https://settings.webex.com and select Webex Calling.

2

From the Calling User Portal, go to Call Settings > Additional Features.

3

Under Executive, turn on the Location to ring toggle.

4

Choose the Alert Type from the drop-down list:

  • Silent

  • Ring Splash
5

Choose the locations that you want to alert:

  • Single Number Reach (Office Anywhere) location—The phone number specified in your Office Anywhere settings.

  • Mobile location—The phone number specified in your mobility settings.

  • Shared call appearance locations—The devices where shared call appearance is configured.

6

Click Save.

Set up ring options, rollover options, and caller ID presentation

With the alerting feature, you can configure ring options for inbound calls, rollover options, and caller ID presentation.

1

Go to https://settings.webex.com and select Webex Calling.

2

From the Calling User Portal, go to Call Settings > Additional Features.

3

Under Executive > Alerting Mode, choose one of the following:

  • Simultaneous—Selecting this option rings all the added executive assistant phones at the same time. Any one can pick the call.
  • Sequential—Selecting this option rings the executive assistant phone in the order they appear in the executive assistant table. The call goes to the first executive assistant and then to the second.
4

Choose how calls are handled if no one answers:

  • Send to Voicemail—Select this option to send a voicemail to the executive.
  • Forward—Select this option and enter the number to which the calls to be forwarded.
  • Do nothing—Select this option if no action is to be taken.

You can specify the time (in seconds) after which the unanswered calls to be forwarded.
5

Choose the caller ID name and number to show on the assistant's phone for incoming calls from your line.
6

Click Save.

What to do next

After you've added the assistants into your assistant pool, they can handle your calls the same way they'd handle any other call. Also, assistants can opt in or opt out of the executive assistant service and forward the calls to another destination. For more information, see Manage your executive assistant service.

Assign assistants to your assistant pool

Before you begin

The executive and executive assistant services must be enabled by administrator in the Control Hub.

1

Sign in to User Hub, then click Settings > Calling > Call settings.

2

Go to Executive section and turn on the toggle.

3

Search and select the users to add to your assistant pool.
4

Click Save.

Filter calls sent to your assistant

With the call filtering option, you can decide which calls should go to your assistant.

1

Sign in to User Hub, then click Settings > Calling > Call settings.

2

Go to Executive section and turn on the toggle.

3

Click More settings, and turn on the Call Filtering toggle.

4

Choose one of the following options:

  • All Calls—Choose this option to send both internal and external calls to the executive assistant.
  • All Internal Calls—Choose this option to send all the internal calls to the executive assistant.
  • All External Calls—Choose this option to send all the external calls to the executive assistant.
  • Custom Call Filters—Choose this option to ensure that only specific calls are redirected to your executive assistant. If selected, click Add New Filter to develop a custom call filter using the following parameters.

    • Filter Name—Enter the filter name.

    • When—Select your predefined schedule from the drop-down list.

    • Calls from—Select the calls from Any Phone Number, Any Internal, Any External, or Select Phone Numbers that you want to go to the executive assistant. If you choose Select Phone Numbers, enter the additional details.

    • Filter or Don't filter—Choose to filter or not to filter the calls that fit within these parameters.

5

Click Save.


 

You can activate or deactivate the call filtering option using your desk phone. Use the following Feature Access Codes (FAC), which can be entered through the phone keypad to control certain features—to activate or deactivate the call filtering options that you have set up in the User Hub.

  • Activate call filtering (executive) - #61.

  • Deactivate call filtering (executive) - #62.

Enable call notifications to additional locations

You can choose to alert additional locations using the executive service. You can also choose to add a ring splash to these alerts.

1

Sign in to User Hub, then click Settings > Calling > Call settings.

2

Go to Executive section and turn on the toggle.

3

Click More settings, and turn on the Location to ring toggle.

4

Choose the Alert Type from the drop-down list:

  • Silent

  • Ring Splash
5

Choose the locations that you want to alert:

  • Single Number Reach (Office Anywhere) location—The phone number specified in your Office Anywhere settings.

  • Mobile location—The phone number specified in your mobility settings.

  • Shared call appearance locations—The devices where shared call appearance is configured.

6

Click Save.

Set up ring options, rollover options, and caller ID presentation

With the alerting feature, you can configure ring options for inbound calls, rollover options, and caller ID presentation.

1

Sign in to User Hub, then click Settings > Calling > Call settings.

2

Go to Executive section and turn on the toggle.

3

Click More settings, and choose one of the following Alerting Mode:

  • Simultaneous—Selecting this option rings all the added executive assistant phones at the same time. Any one can pick the call.
  • Sequential—Selecting this option rings the executive assistant phone in the order they appear in the executive assistant table. The call goes to the first executive assistant and then to the second.
4

Choose how calls are handled if no one answers:

  • Send to Voicemail—Select this option to send a voicemail to the executive.
  • Forward—Select this option and enter the number to which the calls to be forwarded.
  • Do nothing—Select this option if no action is to be taken.

You can specify the time (in seconds) after which the unanswered calls to be forwarded.
5

Choose the caller ID name and number to show on the assistant's phone for incoming calls from your line.
6

Click Save.

What to do next

After you've added the assistants into your assistant pool, they can handle your calls the same way they'd handle any other call. Also, assistants can opt in or opt out of the executive assistant service and forward the calls to another destination. For more information, see Manage your executive assistant service.