Greeting

A greeting is an audio message that plays to the caller before their call is connected. Greetings are often used in conjunction with call recording to announce to callers that their call will be recorded. You can upload an mp3 file that you own to use as a greeting, or you can use CallRail’s voice synthesizer to read a greeting to a caller.

Use this article to learn how to:

  • Add a greeting to a tracking number that’s not connected to a call flow
  • Add a greeting to multiple numbers
  • Add a Greeting step to a call flow
  • Assign your call flow to your tracking numbers

Getting Started

There are two different types of greetings you can use:

  1. MP3 Upload: You can upload any mp3 file (that you have permission to use, of course) and we’ll play it to the caller.
  2. Voice Synthesizer: Enter arbitrary text in the greeting field and CallRail’s voice synthesizer will read it to the caller.  

Add a Greeting to a Tracking Number

If you're not using the Call Flow Builder, but still would like to add a greeting to your calls, you can do so from that tracking number's configuration page. Follow this set of instructions for each tracking number where you'd like to add a greeting.

  1. Choose the company where you'd like to add a greeting.

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  2. Click Numbers at the top of the page.

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  3. Find the tracking number you'd like to add a greeting to, and click the pencil icon on the right to Edit that tracking number.

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  4. Under 2. Call Flow, click the checkbox to Play a greeting to the caller.

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    • Select Read Message to type in the text you'd like CallRail's voice synthesizer to read to callers. The default language can be changed in the drop-down menu above your greeting.
    • Select Play Recording to upload a file from your computer.

  5. Click Save at the bottom of the page to update your tracking number.

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Add a Greeting to Multiple Tracking Numbers

The Bulk Edit options in CallRail allowaccount administrators to add a greeting to multiple tracking numbers at the same time. We'll send you a confirmation email once all of your numbers have been updated.

  1. Click the account drop-down at the top of the page, then click Manage Account.

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  2. Select your Active Numbers from the Numbers list in the left menu. 

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  3. Select the numbers you'd like to bulk edit.

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  4. Select the Bulk Actions button at the top right of the page.

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  5. Select Greeting, then click Next.

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  6. Choose a Greeting preference for all of your selected numbers.

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    • Select Activate greeting to add a greeting to your selected numbers.
    • Select Disable greeting to turn off greetings for your selected numbers.

  7. Click Save Changes 

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Create a Greeting Step

Call flows are company-specific in your account. Follow the instructions below to create a call flow with a Greeting step in the company of your choice.

      1. Choose the company where you’d like to use a Greeting step.

        company.png

      2. Click Numbers at the top of the page.

        numbers.png

      3. Select your Call Flows from the left menu.

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      4. Create a new call flow by clicking + Create New Call Flow. You can also click the pencil icon to Edit an existing call flow.

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      5. Name your call flow at the top of the page.



      6. Choose your call recording preference. Slide the toggle to ON to record all calls to this call flow. Keep the toggle OFF if you don’t want calls to this flow recorded.

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      7. Select Greeting from the list of available steps.

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      8. Click Read Message and type in the message you'd like CallRail to read to the caller in a female voice.
        The voicemail language will default to the country selected at the top of the call flow. This can be changed in the drop-down above your message.

        Alternatively, click Play Recording to upload a recording from your computer you'd like to use.

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      9. Once you've created your greeting, select additional steps where calls should forward according to your business preferences.

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      10. Continue configuring your call flow to your personal preference. Then, click Save at the top of the page to save your call flow.

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        Assigning Your Call Flow

        Once you’ve created your call flow, you’ll assign it to your tracking numbers. Since your call flows can be shared, you’re able to assign a single call flow to multiple tracking numbers within the same company in your account. When you assign a call flow to a tracking number, your call routing updates immediately.

        Call Flows can only route to a destination number in the country selected at the top of the call flow, or a US/Canada number.

        1. Choose the company whose call flow you’d like to assign to a tracking number.

          company.png

        2. Click Numbers at the top of the page.

          numbers.png

        3. Select your Active Numbers from the left menu.

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        4. Choose the call flow you’d like to assign to a tracking number in the Destination column. Select the call flow from the drop down that you’d like to assign to that destination number.

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        5. Click Save and update call flow on the prompt.

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Video Tutorial

Use this video tutorial as a guide to creating a Greeting step in the Call Flow Builder.

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