Product Training

By: Anonymous4/2/2021131 views Public Note
10days Product training ****************************************************** Day 1 (03/22/2021) PLANS AND PRICING: ways for customer to sign up in RC? -using the website, call or chat a representative will be assigned. SMS and MMS in Uk is not supported yet Upgrade of account - transfer to sales representative Downgrade of account - RC Meeting is powered by zoom Ultimate plan - unlimited storage compared to 3 more plans. For resellers, For trouble shooting, customer can create a ticket, chat support through support site. Let the customer know how to search an article. ********************************* Teter account : service.ringcentral.com ruth.dayyo@ringcentral.onmicrosoft.com 251 999 6691 PW: Arigatou2021! PIN : 695277 ********************************* Auto Receptionist - Super admin has an access to auto receptionist - to Access: Phone System > Auto Receptionist - Once a main number of the customer was dialed automatically the call will be routed auto receptionist.... - Company Hours should be set up correctly according to business hours. - Regional Settings for timezone - General Settings > IVR settings : Company hours greeting and After hours greeting - For custom / recorded greeting : WAV. and MP3. only - How the customer can save a greeting : through Phone, importing and computer microphone - Bypass company greeting, select user extension or call queue (based on customer\'s request) -Confirm with customer, incase the customer/ caller enters no action. - Dial by Name directory - will allow the customer to call / route the call using first 3 letters of first/last name. - Message only extension - set up extension that receives only voice mails. (usually used for after hour greetings) - https://support.ringcentral.com/article/What-is-an-auto-receptionist.html ****************************************************** Day 2 (03/23/2021) - How to disable the dial by name directory : Slide the enable dial by name directory - Call Recording : a) On Demand - optional to record the call *9 ,, soft phones just select stop recording b) Automatic Call Recording - outbound or inbound calls - Need to mask the call (no automatic) especally when requesting for cc number from customer. - how the users can receive the call - to access the customer\'s account - AI or Admin Interface Portal -Call Handling and Forwarding https://support.ringcentral.com/article/9758.html -Incoming Calls Forward in this Order : a. Sequentially (in order) b. Simultaneously Options: (User Hours and After hours) 1st on the top :Desktop and Mobile application (default) *no options to ring separately Desktop or Mobile Home Phone number Mobile Work the next 3 options can be re-arrange if sequential -After Hours option : a) Send callers directly to voicemail (common) b) Forward Calls c) Play announcement and disconnect d) Unconditional forwarding - call willbe forwarded to a personal (non RC #) and bypass voicemail/voicegreetings (for international #, include country code and telephone number) Messages: a)enable voice greeting / voice mail (default) b)Play greeting and disconnect c)Connect directly to Group (call queue extension) Change Password : a) Password b) PIN c) Security Question User Details : - Settings

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