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Checklist: After Purchasing Auto Attendant

Written by B3Networks Academy

Updated at February 19th, 2024

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Below is a checklist of steps to take after purchasing an Auto Attendant Base License:

  1. Assign a number to an Auto Attendant Base License
  2. The Owner grants permission to Admin(s) to access the Auto Attendant Settings page
  3. Overview 
  4. Set up Work Time
  5. Configure a Workflow
    • Gather Input
    • Transfer Call
    • Record Missed Call and Notification
    • Play Message Only
    • Set Condition
    • Confirm
    • Webhook
    • Forward To
  6. Test and Deploy a Workflow
  7. Block Unwanted Calls
  8. See Workflow Version History
  9. Check Call History
  10. Update Assigned Number & Addons of an Auto Attendant Flow
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