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Set up a Microsoft Teams Auto attendant
mkbond007
mabond
pamgreen
colongma
01/31/2024
article
6fc2687c-0abf-43b8-aa54-7c3b2a84b67c
cloud
msteams
MET150
M365-voice
m365initiative-voice
highpri
tier1
Admin
Skype for Business
Microsoft Teams
medium
Phone System
Learn how to set up and manage Auto attendants in Microsoft Teams.

Set up a Microsoft Teams Auto attendant

Auto attendants let people call your organization and navigate a menu system to speak to the right department, Call queue, person, or an operator. You can create Auto attendants for your organization with the Microsoft Teams admin center or with PowerShell.

Be sure you've read Plan for Teams Auto attendants and Call queues and followed the getting started steps before you follow the procedures in this article.

Auto attendants can redirect calls, based on callers' input, to one of the following destinations:

  • Operator - the operator defined for the Auto attendant. Defining an operator is optional. The operator can be defined as any of the other destinations in this list.
  • Person in the organization - a person in your organization who can receive voice calls. This person can be an online user or a user hosted on-premises using Skype for Business Server.
  • Voice app - another Auto attendant or a Call queue. Choose the resource account associated with the Auto attendant or Call queue when choosing this destination.
  • Voicemail - the voice mailbox associated with a Microsoft 365 group that you specify. You can choose if you want voicemail transcriptions and the "Please leave a message after the tone." system prompt.
    • In Microsoft 365 admin center, enable Let people outside the organization email this team for the Microsoft 365 group that you specify.
  • External phone number - any phone number. See external transfer technical details.
  • Announcement (Audio file) - Play an audio file. The system plays the announcement, and then returns to the Auto attendant menu. See Supported audio file formats.
  • Announcement (Typed) - Type in a message. Text you want the system to read. You can enter up to 1000 characters. The system plays the announcement, and then returns to the Auto attendant menu.

Note

When redirecting calls to a Person in the organization, that person must be voice enabled. For details on enabling voice, see Assign Teams add-on licenses to users.

Important

While defining an Operator is optional, it's recommended. Auto attendants redirect calls to the operator if there is an error in the Auto attendant configuration due to a user or shared voicemail account being deleted or if the caller doesn't make any selection after listening to the menu three consecutive times.

If an operator isn't defined, the Auto attendant drops the call.

In addition to defining an operator, the operator needs to be one of the configured menu choices.

What's new for Auto attendants in the past six months

Steps to create an Auto attendant

The steps to add an Auto attendant are:

  1. Set up general information.
  2. Set up call flows.
  3. Set up dial scope.
  4. Set up resource accounts.
  5. Set up authorized users.

The steps outlined in the article create Auto attendants using the Teams admin center. For instructions to create Auto attendants using PowerShell, see Creating Auto attendants with PowerShell cmdlets.

Follow these steps to set up your Auto attendant

Step 1: General info

Step 1: Set the Auto attendant's general information

To set up an Auto attendant, in the Teams admin center, expand Voice, select Auto attendants, and then select Add.

  1. Type a name for the Auto attendant in the box at the top.

  2. To designate an operator, specify the destination for calls to the operator. This designation is optional but recommended. Set the Operator option to allow callers to break out of the menus and speak to a designated person.

  3. Specify the time zone for this Auto attendant. The time zone is used for calculating business hours if you create a separate call flow for after hours.

  4. Specify a supported language for this Auto attendant. This language is used for system-generated voice prompts.

    [!IMPORTANT] When using Text to Speech, the text must be entered in the selected language as the system doesn't perform translation.

    All words are pronounced in the selected language.

  5. Choose if you want to enable voice inputs. When enabled, the name of every menu option becomes a speech-recognition keyword. For example, callers can say "One" to select the menu option mapped to key 1, or they can say "Sales" to select the menu option named "Sales." If you choose a language in Step 4 that doesn't support voice inputs, this option isn't available.

Once you've set your Auto attendant's general info, select Next.

Step 2: Call flows

Step 2: Call flows

Step 2.1: Set up the basic call flow

Set a greeting

  • If you select Play an audio file you can use the Upload file button to upload a recorded greeting message saved as audio in .WAV, .MP3, or .WMA format. The recording can be no larger than 5 MB.

  • If you select Type a greeting message, the system reads the text that you enter (up to 1000 characters) when the Auto attendant answers a call.

Route the call

  • If you select Disconnect, the Auto attendant hangs up the call.
  • If you select Redirect call, you can choose one of the call routing destinations.
  • If you select Play menu options, you can choose to Play an audio file or Type in a greeting message and then choose between menu options and directory search.

Play menu options

For dialing options, assign the 0-9, * (asterisk) and # (pound) keys on the telephone keypad to one of the call routing destinations.

Key mappings don't have to be continuous. It's possible to create a menu with keys 0, 1, and 3 mapped to options, while the number 2 key isn't used.

We recommend mapping the zero key to the operator if you've configured one. If the operator isn't set to any key, the voice command "Operator" is also disabled.

For each menu option, specify the following settings:

  • Dial key - the key on the telephone keypad to access this option. If voice inputs are available, callers can also say this number to access the option.

  • Voice command - defines the voice command that a caller can give to access this option, if voice inputs are enabled. It can contain multiple words like "Customer Service" or "Operations and Grounds." For example, the caller can press 2, say "two," or say "Sales" to select the option mapped to the two keys. This text is also rendered by text to speech for the service confirmation prompt, which might be something like "Transferring your call to sales."

  • Redirect to - the call routing destination used when callers choose this option. If you're redirecting to an Auto attendant or Call queue, choose the resource account associated with it.

Directory search

If you assign dial keys to destinations, we recommend that you choose None for Directory search. Dial keys are matched before directory searches are performed. If a caller starts to enter a name or extension using dial keys that are assigned to specific destinations, they're routed to that destination before they finish entering the name or extension. We recommend that you create a separate Auto attendant for directory search and have your main Auto attendant link to it with a dial key.

If you didn't assign dial keys, then choose an option for Directory search.

Dial by name - If you enable this option, callers can say the user's name or type it on the telephone keypad. Any online user or any user hosted on-premises using Skype for Business Server, is an eligible user and can be found with Dial by name.

Dial by extension - If you enable this option, callers can connect with users in your organization by dialing their phone extension. Any online user or any user hosted on-premises using Skype for Business Server, is an eligible user and can be found with Dial by extension. (You can set who is and isn't included in the directory on the Dial scope page.)

Note

If you want to use both the Dial by name and Dial by extension features, you can assign a dial key on your main Auto attendant to reach an Auto attendant enabled for Dial by name. Within that Auto attendant, you can assign the 1 key (which has no letters associated with it) to reach the Dial by extension Auto attendant.

For more information, see the Dial and voice reference.

Once you've set your basic call flow options, select Next.

Step 2.2: Set up call flow for after hours (optional)

Business hours can be set for each Auto attendant.

  • If business hours aren't set, all days and all hours in the day are considered business hours because a 24/7 schedule is set by default.
  • Business hours can be set with breaks in time during the day, and all of the hours that aren't set as business hours are considered after-hours.
  • You can set different incoming call-handling options and greetings for after-hours.

Depending on how you've configured your Auto attendants and Call queues, you might only need to specify after-hours call routing for Auto attendants with direct phone numbers.

If you want separate call routing for after-hours callers, then specify your business hours for each day.

  1. Next to the weekday in the table, adjust the Start at and End at times.
  2. If needed, select Add new time to specify multiple sets of hours for a given day, for example, to specify a lunch break.
  3. Choose your call routing options for after hours. The same general call flow options are available for after hours too.

Once you've added your after hours call flow, select Next.

Step 2.3: Set up call flows for holidays (optional)

Your Auto attendant can have a call flow for each Holiday you've set up. You can add up to 20 holiday sets to each Auto attendant. Each holiday set can contain up to 50 unique date ranges. Holiday dates must be unique across all holiday sets being added to the Auto attendant.

  1. On the Holiday call settings page, select Add.

  2. Type a name for this holiday setting.

  3. From the Holiday dropdown, choose the holiday you want to use.

  4. Choose the type of greeting that you want to use.

  5. Choose if you want to Disconnect, Redirect or Play menu options the call.

    1. If you chose to redirect, choose the call routing destination for the call.
    2. If you choose to play menu options, configure the Play menu options.

  6. Select Save.

Repeat the procedure as needed for each additional holiday.

Once you've added all your holiday hours, select Next.

Step 3: Dial scope

Step 3: Set up dial scope (optional)

The dial scope defines which users are available in the directory when a caller uses dial-by-name or dial-by-extension. The default of All online users includes all users in your organization that are Online users or hosted on-premises using Skype for Business Server.

You can include or exclude specific users by selecting Custom user group under Include or Exclude and choosing one or more Microsoft 365 groups, distribution lists, or security groups. For example, you might want to exclude executives in your organization from the dialing directory.

If a user is in both lists or if they're hidden from the Exchange GAL, they're excluded from the directory.

Note

It might take up to 36 hours for a new user to have their name listed in the directory.

Once you've selected your Dial scope options, select Next.

Step 4: Resource accounts

Step 4: Assign resource accounts

All Auto attendants must have an associated resource account. All resource accounts must be assigned a Microsoft Teams Phone Resource Account license. If you wish, you can assign several resource accounts to an Auto attendant.

Add an existing resource account

To add an existing resource account:

  1. Under Resource accounts, select the Add button to add a resource account for this Call queue.
  2. On the Add accounts pane, search for the resource account to add.
  3. Select the Add button next to the resource account you want to assign to this Call queue.
  4. At the bottom of the pane, select the Add button.

Create a new resource account:

  1. Under Resource accounts, select the Add button to add a resource account for this Call queue.
  2. On the Add accounts pane, search for any set of letters to pull up the results dropdown.
  3. Select the Add a resource account button at the bottom of the results.
  4. On the Add resource account pane:
  5. Type in a descriptive Display name. Agents see this name when a call is presented to them.
  6. Type in a descriptive Username for the resource account.
  7. Select the Resource account type dropdown and select Call queue.
  8. At the bottom of the pane, select the Save button.
  9. On the Resource accounts pane, select the Add button.

Note

Remember to assign a Microsoft Teams Phone System Resource Account license.

For more information, see Manage Teams resource accounts.

Once you've added resource accounts, select Next.

Step 5: Authorized users

Step 5: Authorized users

Authorized users specifies the users who are authorized to make changes to this Auto attendant. The capabilities that the users have are determined based on the Teams voice applications policy that is assigned to the user.

To add a user to the authorized users:

  1. Select Add, search for the user, select Add, and then select Add.

Important

A user must have a policy assigned that enables at least one type of configuration change and must also be assigned as an authorized user to at least one Auto attendant or Call queue.

A user won't be able to make any configuration changes if:

  • The user has a policy assigned but isn't assigned as an authorized user to at least one Auto attendant or Call queue.
  • The user is assigned as an authorized user to at least one Auto attendant or Call queue but doesn't have a policy assigned.

Note

A maximum of 15 authorized users can be assigned to the Auto attendant.

For more information, see Set up authorized users.

Resources for complex scenarios

External phone number transfers - technical details

Refer to the Prerequisites in order to allow Auto attendants to transfer calls externally. In addition,

  • For a resource account with a Calling Plan license or Operator Connect number, the external transfer phone number must be entered in E.164 format (+[country code][area code][phone number]).

  • For a resource account with a Microsoft Teams Phone License and Direct Routing online voice routing policy, the external transfer phone number format is dependant on the Session Border Controller (SBC) settings.

The outbound phone number that's displayed is determined as follows:

  • For Calling Plan and Operator Connect numbers, the original caller's phone number is displayed.
  • For Direct Routing numbers, the number sent is based on the P-Asserted-Identity (PAI) setting on the SBC, as follows:
    • If set to Disabled, the original caller's phone number is displayed. Disabled is the default and recommended setting.
    • If set to Enabled, the resource account phone number is displayed.

In a Skype for Business hybrid environment, to transfer an Auto attendant call to the PSTN, create a new on-premises user with call forwarding set to the PSTN number. The user must be enabled for Enterprise Voice and have a voice policy assigned. To learn more, see Auto attendant call transfer to PSTN.

Auto Attendant Diagnostic Tool

If you're an administrator, you can use the following diagnostic tool to validate that an Auto attendant is able to receive calls:

  1. Select Run Tests, which populates the diagnostic in the Microsoft 365 Admin Center.

    [!div class="nextstepaction"] Run Tests: Teams Auto Attendant

  2. In the Run diagnostic pane, enter the Resource Account in the Username or Email field, and then select Run Tests.

  3. The tests identify tenant, policy, or resource account configurations that are preventing the Auto attendant from receiving calls and also provide steps to fix any problems identified.

Related articles

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