[wpseo_breadcrumb]
What you need to know:
This feature is now set up and managed in Control Hub.
Overview
The executive/executive assistant services allow an executive to select from a pool of assistants, who have been assigned the executive assistant service and who can answer, or place calls on their behalf. Executives can apply filters and set up screening based on call origination. Executives can also assign schedules for when calls should be handled by the designated assistants. Assistants can set the call forward destination and choose to opt In or out of an executive’s pool.
Executive Service - Feature Details
A user becomes an executive when they have been assigned the executive service. The executive can then configure the following executive service options:
- Assistants – The executive can configure the list of assistants that are assigned to the executive and can set whether the assistants can opt in or opt out. The list of assistants is ordered for sequential alerting purposes, and all assistants must be within the executive’s location.
- Filtering – The executive can configure whether filtering is enabled, the filtering mode to use for filtering, the filter type to use for the simple filtering mode, and the criteria to be used for the advanced filtering mode.
- Alerting – The executive can configure the alerting mode for filtered calls, the contents of the Calling Line ID (CLID) name and number for filtered calls, the timer for advancing to the next assistant for filtered calls using the sequential alerting mode, the timer for triggering the rollover action for filtered calls, the rollover action to apply for filtered calls, and the timer to use for call push recalls.
Executive Assistant Service - Feature Details
A user becomes an assistant when they have been assigned the executive-assistant service. The assistant can then configure the following executive-assistant service options:
- Divert – The assistant can configure whether the divert option is enabled, and the address to divert filtered calls to.
- Opt-in/Opt-out – For any executive the assistant is assigned to, that has the executive service’s Allow Assistants to Opt-in/Opt-out of Pool option enabled, the assistant can configure whether they have opted in or opted out for that executive.
Enable Executive or Executive Assistant Services
Administrators can enable the executive or executive assistant service for a user. Note: Executive and executive assistants must have phone numbers, not just extensions, assigned to them. To enable, follow these steps:
- From Control Hub, select the Users tab.
- Find and select the user you would like to enable the service for.
- Select Calling.
- Select Advanced Call Settings and then select Executive / Executive Assistant.
- Select the toggle to enable the service. Then select whether you would like to assign this user the Executive service or the Executive Assistant service.
- Executive – By making a user an Executive, they can configure a list of assistants.
- Executive Assistant – By making a user an Assistant, they can opt in or out of handling calls for Executives.
- Select Save to save your changes.
Users can update their executive or executive assistant settings in the Calling User Portal. To get to the Calling User Portal, go to https://settings.webex.com and then select Webex Calling. See this article for information on how to update executive and executive assistant services settings in the Calling User Portal.