Call Flow Setup Wizard Overview
Call Manager provides an interactive wizard to make setting up a phone number in Teams a quick and easy process. The wizard is accessible from the left side menu under 'Setup Wizard'.
The four steps:
- Pre-Flight Checks
- Numbers
- Office Hours
- Call Handling
Pre-Flight Checks
On this page of Call Manager the platform will examine the status of your tenant, including available numbers and licenses, to ensure that it is possible to configure a number ready for call handling.
If the tenant is missing and required resources (such as no virtual phone system licenses, or no available numbers) then an appropriate prompt will appear. This will alert the user to the issue and how to resolve it.
Numbers
This page allows the user to select the phone number they wish to configure. All available numbers are shown.
For call flow setup a phone number that is compatible with Microsoft First Party apps is required. First party apps refers to Microsoft Teams Auto Attendants and Call Queues. The available phone number list might include numbers for User assignment if their usage can be updated. Numbers that don't support First Party Apps and have a fixed usage will be unavailable and show as grayed out options. Numbers that are already in use elsewhere will also appear as unavailable.
The phone number drop down contains numbers from all sources: Calling Plans, Operator Connect and Direct Routing.
Office Hours
This page allows configuration of Open and Closed hours for your business number. You can also select any holidays where your office is closed.
Lunch / Break Hours
It might be that your office is not open for one continuous block throughout a given day. The wizard allows you to split up blocks to support this:
Multiople splits are supported. You can undo a split by clicking the three dots and selecting 'Merge Up'
Call Handling
The final wizard screen allows you to set what should happen to a call placed to the selected phone number.
If you have configured open/closed hours and/or holiday schedules, you'll see the appropriate tabs at the top. e.g. in this example we have open/closed hours but no holiday schedules configured:
For each tab, configure the set of Actions that the caller should go through. The available actions are covered in more detail on Action specific knowledge base pages.
Here is an example flow that gives the user a brief message, before trying to put them through to the Sales group. If no one picks-up in Sales after 20 seconds the call overflows to the Executive team, after which it eventually reaches a voicemail box.
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