How to Setup Dial By Name

    Call By Name

    Callers Can Dial an Extension Directly

    Whilst a digital receptionist prompt is playing, a caller can enter the extension number to call directly and connect to the extension without going through a receptionist. Simply instruct your callers in the voice prompt on how to use this feature, e.g. “Welcome to Company XYZ. If you know the extension number to call, you can enter it now. Otherwise, for sales press 1. For support press 2.”

    Call by Name

    You can also direct callers to the call-by-name function. This allows them to find the person they wish to speak to by entering the first letters of the person’s first or last name on the phone dial pad. The call by name function requires:

    1. A self-identification message for the user. Users without a self-identification message are not accessible via the call-by-name feature.
    2.  Users can not have a first/last name with Unicode characters.
    3. The Call-by-name menu feature must be made available from a Digital Receptionist as one of the menu options.

    Self-identification message

    To record your self-identification message through your WebClient, 3CX App or IP Phone:

    1. Dial your voicemail menu (Default 999).
    2. Enter your voicemail PIN number.
    3. Go to the options menu (‘9’ key).
    4. Press ‘5’ key to record the self ID message.
    5. Record your name only, i.e. “Sarah Jones.”

    How it works

    The Call-by-name feature uses the first or last name of the user and compares it with the input (that has been entered on the phone keypad). The following rules are used:

    • The last name is converted to uppercase.
    • All symbols except [2-9] and [A-Z] are ignored.
    • The following translations for symbols are used:
    • 'ABC2' > '2'
    • 'DEF3’ > '3'
    • 'GHI4' > '4'
    • 'JKL5' > '5'
    • 'MNO6' > '6'
    • 'PQRS7' > '7'
    • 'TUV8' > '8'
    • 'WXYZ9' > '9'

    The caller has to type a minimum of three digits (‘0’ – ‘9’) to call a user. Digits ‘0’ and ‘1’ are ignored, but can be used to call users with short last names (for example, to access someone with the last name ‘Li’, you can type ‘540’).

    After the user has entered three digits, IVR queries the phone system database for matching users. If there are no matching users, you hear “extension not found.” If there is only one matching user, the IVR redirects the call to the chosen extension. If there are more than one matching user, the IVR will wait for additional digits to be entered by the caller, for 2 seconds.

    • If the IVR waits for additional digits (more than one matching user) and caller presses any digit, the IVR will add this digit to the current input and check currently matching users. If there are no matching users, the IVR will play “extension not found.”
    • If the user does not input any more digits (2 seconds elapsed or ‘#’ has been pressed) and more than one user is matched, then the IVR will play: “To call Van Damme press 0. To call Van Halen press 1. To exit press pound, (#).” In this example ‘Van Damme’ and ‘Van Halen’ are the self-identification prompts of the matching users.
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