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Setup 9: Single User - Menu Greeting - Ring Mobile App

Best for solo users who want a menu-style greeting with multiple department options, with all calls routed to their mobile app.

Updated over 2 weeks ago

Overview

In this setup, your Unitel Voice number will play your main greeting, offering callers a menu of departments to choose from. Each of these options will forward to your mobile app.

The setup involves three main steps:

  1. Create an employee extension ringing to your mobile app

  2. Create department extensions forwarding to your employee extension

  3. Record and upload your main greeting


Step 1: Create Employee Extensions

Employee extensions represent the users of your phone system. Each team member should have their own employee extension.

1. Navigate to Extensions

  1. Log in to your phone system.

  2. Go to Extensions.

  3. Select the Add Icon on the Employee Extension list.

2. Enter Personal Details

  1. Enter the employee’s Name.

  2. Enter their Email Address.

3. Enter Login Information

  1. Change/Update the Login (Note: This is the login for your mobile app. We recommend changing it to something easy to remember. This must be different from your Master Admin Username created during sign-up.)

  2. Enter a Password

4. Configure Services

Under Services, you can control how the extension handles calls.

Options include:

  1. Turn Mobile App ON.

  2. Turn Forwarding OFF.


5. Configure Mobile App Access

Once the Mobile App is enabled, the following settings will appear (you may need to scroll down to see these settings):

  • Outbound Caller ID

  • Ring Time (Change from 30 to 15 Seconds for optimal performance.)

  • App Login Credentials

  • QR Code for App Setup


There are two ways to connect your extension to the Unitel Voice mobile app:


Option 1: QR Code (Easiest – Recommended)

  1. Download the Unitel Voice app from the Apple App Store or Google Play Store

  2. Open the app and tap the QR code icon

  3. Scan the QR code shown in your extension settings

Your app will automatically sync with your extension.


Option 2: Manual Login

  1. Open the Unitel Voice app

  2. Enter the username and passcode for your extension

Important:

  • Do not use your Master Admin Login

  • The app uses your extension login, not your Master Admin Login


6. Customize Voicemail

  1. Go to the Voicemail settings section, and click Custom

  2. Record a voicemail greeting using your computer’s microphone or upload a recorded file.

  3. Under Voicemail to email notification, leave the setting as Copy.

  4. Enter the email address where voicemail messages should be forwarded.

Tip: For better audio editing control, you may record greetings using:

  • Voice Memos (iPhone)

  • Voice Recorder (Android)

Upload the finished file to the voicemail settings.

7. Set Permissions

  1. Scroll down to the Permissions section

  2. Enable the Admin toggle to gain complete access to the phone system from this extension.

  3. Enable the Billing toggle to access billing from this extension.

8. Save the Extension

  1. Go to the Other options section

  2. Adjust the timezone if necessary.

  3. Click Save.


Step 2: Create Department Extensions

Examples of departments:

  • Sales

  • Customer Support

  • Billing

1. Review Department Extension 0

By default, Department Extension 0 forwards to the contact number you entered during sign-up.

Because many callers press 0 for assistance, this can significantly impact where your calls are routed.

We strongly recommend that you reassign Extension 0 to your newly created department extensions.

  1. Click the Edit (pencil) Icon next to Extension 0

  2. Scroll down to Forwarding Settings

  3. Delete the default forwarding number from the list 🗑️

  4. Select Add Forwarding Number.

  5. Enter a name.

  6. Select the employee extension from the dropdown menu.

  7. Click ADD.

  8. Click Save.

2. Create a Department Extension

  1. Go to Departments.

  2. Select Add.

  3. Enter the extension number you are trying to create in the Department number field.

  4. Enter the Department name.

Example:

  • Extension 1 – Sales

3. Add Your Employee Extension to the Department

  1. Under Forwarding Settings, select Add Forwarding Number.

  2. Enter your name

  3. Select your employee extension from the dropdown menu.

  4. Click ADD.

4. Adjust Extension Forwarding Settings

Select the Edit Icon in the employee extension. There are several additional settings you can and should adjust:

  1. Ring Time - We recommend adjusting to 15 seconds

  2. Display Number & Name Prefix (Optional): This will show a caller ID label when calling your own team. We recommend entering the 3-digit extension number in the Display number prefix and entering the Name in the Display name prefix. External devices may not display these settings, and they may vary depending on the user's carrier.

  3. Active Hours (Optional): Set the days and times that the extension should receive calls. We recommend leaving it set to Always unless you have specific time-of-day requirements. Click here for more details.

  4. Announcement Type: Leave as Unannounced (only for specific setups)

  5. Click OK

5. Configure Department Voicemail

Department extensions can also have their own voicemail.

  1. Select Custom to record or upload a department voicemail greeting.

  2. Select Copy to activate voicemail notifications. Then enter the email address you wish to receive voicemail messages.

Note: In the next step, we'll show you an option to use our Voice Talent Studio to get a professional recording for your main greeting and even department greetings...

6. Save the Extension

Optional:

  • Ignore the Dial-by-Name directory settings for now.

  • Ignore the Permissions settings for now.

  • Adjust the timezone if needed.

Click Save.

Repeat these steps for each additional department you want to add (e.g., Customer Support).


Step 3: Configure the Main Greeting

The main greeting is the first thing your callers will hear. By default, the system plays a generic main greeting. We want to record and upload a custom one for your business.

1. Navigate to Greeting Settings

  1. Go to Settings.

  2. Select Greetings.

2. Add a Custom Main Greeting

You have three options:

Option 1: Use our system's recording tool


Option 2: Upload an audio file

Tip: For better audio editing control, you may record greetings using:

  • Voice Memos (iPhone)

  • Voice Recorder (Android)

Option 3: Use Voice Talent Studio (can take up to 2 business days)

There you can order professional recordings for:

  • Main greeting

  • Department voicemail greetings

  • After-hours greetings

Pro Tip: We recommend using our built-in recording tool or uploading an audio file to get a greeting up and running right away. Then, visit our Voice Talent Studio to order a professionally recorded greeting—we’ll have it ready and uploaded for you within just a few days.

3. Configure Greeting Behavior

Below the greeting settings, you can choose what happens if a caller does not select an option:

Options include:

  • Repeat greeting

  • Transfer to extension

Since we are offering a menu of options, we'll pick Repeat Main Greeting.

4. Set Business Hours (Optional)

You can configure business hours for your system:

  • During business hours: Main greeting plays.

  • Outside business hours: After-hours greeting plays.

Note: We recommend keeping Active hours set to Always.

Most businesses do not need to use a separate after-hours greeting.
During non-business hours, callers generally expect to reach voicemail.

If you do want a different message after hours, you can set up an after-hours greeting by changing the Active hours field.

Click here for more details.

5. Save Your Settings


✅ Setup Complete

Your phone system will now:

  • Play a main greeting

  • Provide callers with department menu options

  • Route calls to your employee extension

  • Your employee extension will forward callers to your Mobile App

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