Last week we ran through the basics of how to get and up and running using RingCentral’s cloud-based communications and collaboration software. If you missed that, why not start at the beginning?
We left off with a few simple steps to help you start communicating from anywhere. This week we’ll get a bit more specific with some useful how-to guides to help you get more out of the software.
Useful How-To Guides
RingCentral on your mobile
This video shows you how to use RingCentral to stay in contact with colleagues and customers from your mobile.
To set your outgoing number: When dialling out, swipe up to open the menu of outgoing numbers. Scroll through the list to choose a number.
Invite to a conference call: Tap More, then Conferencing, then click to invite.
To make calls using home phone by updating extension settings: Go to My profile, then to Extension settings, then Call handling and forwarding. From here, you can specify exactly how to make and receive calls.
While on a call: Tap Call actions, then tap what you’d like to do: Transfer, Flip, Record, etc.
This video shows you how to set your auto-receptionist settings as an Admin.
From the admin interface, click Auto-receptionist. Under General settings, you can set call handling rules for each geographical site you have set up in the admin portal. The settings here include business hours, IVR menus, custom answering rules and call recording options.
IVR menus gives you an overview of which IVR menus you’ve created. The IVR Editor allows you to create and manage specific IVR menus.
Interactive voice response (IVR) menu
This video shows you how to set up an interactive voice response (IVR) menu.
From the admin interface, click Auto-receptionist to open the dropdown menu. If you click IVR menus you can see your existing menus and create others. You can change IVR settings by going to General settings and clicking on IVR settings, which shows you which IVR menu you currently have active.
To create a new IVR menu, click IVR editor and then click Launch visual IVR editor, which is the best place to create a menu. The visual editor shows the IVR as a tree, so the logic is easier to follow. When creating the menu, you can either use the ‘text to speech’ function, which automatically creates audio from your text input, or you can upload prerecorded audio files or record directly into the editor.
Have a crack at these walkthroughs to help you start setting up your business to enable employees to work from home. In Part 3 of the guide we’ll go through more how-to guides for specific functions.
Originally published Apr 16, 2020, updated Jan 17, 2023