Phone System Configuration

Help us understand how you'd like your phone system to work. Complete this form and we'll configure your system exactly to your needs.

Business Info

Users & Extensions

Ring Groups

IVR Menu

Call Flow

Business Information

Let's start with your business details and primary contact.

Business Name *

Primary Contact Name *

Email Address *

Phone Number *

Main Phone Number(s) - Numbers that will ring into this system

Upload Latest Phone Bill - Helps us understand your current setup

Click to upload or drag and drop PDF, PNG, JPG or Word document

Users & Extensions

Add everyone who needs a phone extension. Each user will get their own extension number.

Extensions are typically 3 digits (e.g. 100, 101, 102). Leave blank if you'd like us to assign them.

User 1

Full Name *

Extension - Optional

Role/Department

Mobile Number - For call forwarding

Ring Groups

Ring groups allow multiple phones to ring when a number or extension is called. Great for departments like Sales or Support.

Ring All: All phones ring simultaneously. Hunt: Rings one phone at a time until answered.

Ring Group 1

Group Name *

Extension - Optional

Ring Strategy

Members - Names or extensions of users in this group

If No Answer - What happens after ring timeout?

IVR Menu (Auto Attendant)

Create your automated phone menu. "Press 1 for Sales, Press 2 for Support..."

Do you want an IVR menu?

Yes, create an IVR menu Callers will hear options and press keys to be directed

No, calls should go directly to a person/group Incoming calls will ring immediately without a menu

Welcome Message - What callers hear first

Menu Options

Option 1

Key to Press

Option Name

Action

Destination - Group name, extension, or phone number

Timeout Action - If caller doesn't press anything

Call Flow & Additional Settings

Final details about how your phone system should handle calls.

Business Hours - When should calls be handled normally?

Monday - Friday

Saturday

After Hours Handling - What happens outside business hours?

After Hours Message

Voicemail Settings

Email voicemail recordings Send voicemail as audio attachment to user's email

Voicemail transcription Convert voicemail to text (if supported by your system)

Additional Features Required

Call Recording Record incoming/outgoing calls for training or compliance

Call Queues Hold callers in queue with music until an agent is available

Conference Calling Multi-party conference bridge

Mobile App Use your extension on smartphone

Fax to Email Receive faxes as email attachments

Special Requirements or Notes

Configuration Submitted!

Thank you for completing your phone system configuration. Our team at Rize Technology Solutions will review your requirements and be in touch within 1-2 business days to discuss the next steps.

If you have any urgent questions, please call us at 07 4128 3866