Create a New IVR Menu or Open an Existing IVR Menu

RingCentral Office®

category
Admin Guide

Before you begin

Use these steps to create a new IVR menu with the visual editor.

Procedure

  1. Open the Visual IVR Editor.
  2. In the new tab, you will see your Visual IVR Editor. On this page, you will have a New Tree waiting to be created. You have the option to create a new IVR from this screen, or open an existing IVR and edit it in the Visual IVR Editor.
    1. In the upper-left corner of the screen you have icons for Open Existing Menu, Save, Validate, and Clear Workspace.
  3. In the upper-right corner you have a search bar, an information drop-down menu with options for Take a Tour and Learn More, and when you are viewing an IVR menu, you will see zoom in and out buttons.
  4. Click the Phone icon to start a new tree.
  5. Your new tree will be automatically assigned a name and extension number.
  6. Click the name or extension number to edit the text field and enter your preferred name and extension. Press enter when you are finished and the title will change automatically.
  7. Hover over your new IVR menu to see more options.
  8. Click “+” to add sub-items to your tree. Sub-items include:
    1. New Menu: Create a new IVR menu as an option within your tree.
    2. Existing Menu: Choose an existing IVR menu from a different IVR tree.
    3. External Transfer: Include an external number in your tree.
    4. Directory: Attach your company’s dial-by-name directory to your tree.
    5. Voicemail: Give the option to leave a voicemail.
    6. Extension: Add a specific extension to your tree.
  9. As you add sub-items to your tree, they will appear in the Visual IVR Editor. Once you have added your items to your menu, hover over an item to edit it and see more options. For some items you will see a “+” and “…” and other items will only have the trash can icon.
    1. IVR Menus
      • outputclass="ID-000006da">Click the IVR name and extension text fields to edit them.
      • Click “+” to add sub-items to your tree.
      • Click “…” to open the menu for Settings and Delete.
      • Click Settings to edit your IVR Menu settings just as you would edit them in the IVR Group settings.
      • Click Delete to delete this item.

    2. External Transfer
      • Click the phone number text field to enter the external transfer number of your choice.
      • Click the trash can icon to delete this item.
    3. Directory
      • No further configuration is needed.
      • Click the trash can icon to delete this item.
    4. Voicemail
      • Click the name or extension text fields to open a menu to choose an existing user’s extension.
      • Click the trash can icon to delete this item.
    5. Extension
      • Click the name or extension text fields to open a menu to choose an existing user’s extension.
      • Click the trash can icon to delete this item.
      • You can also change the order and key press of an item by click on the existing number and typing a new number.
      • Click out to save.