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Mailboxes

Written by Keith Winhall

Updated at May 30th, 2025

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Table of Contents

Mailbox Module Overview Common Use Cases Mailbox as a Router Exception Mailbox for Individual Users Mailbox Schedules Call Redirection Options Setting Up Mailbox Functionality Creating a New Mailbox Assigning Mailbox Owners & Users User Assignment Settings

Mailbox Module Overview

The Mailbox Module allows callers to leave a voice message, ensuring accessibility outside of normal operating hours or in specific scenarios.

Common Use Cases

  • Handling calls outside opening hours.
  • Offering voicemail as an option in a Regular Menu.
  • Managing high call volume during rush hours when queue wait times become excessive.
  • Providing a message facility for users who are not in the office.

Mailbox as a Router Exception

When a Mailbox is used for Router exception handling, callers leave a message, and an available agent is notified.

  • The agent can access the message box and take further action.

Mailbox for Individual Users

If a Mailbox is configured for a specific user, it includes additional functionalities:

  • Playing a Prompt with transfer options (e.g., transfer to an operator or secretary).

Mailbox Schedules

Some mailbox settings may appear in bold, indicating restrictions in the Mailbox Profile.

Call Redirection Options

  • Operator Redirection – Callers can dial "0" to transfer to the Operator
  • Alternative Phone Number – Callers can dial "1" to transfer to an alternative extension.

Note: The user must include redirection options in their greeting message.

Setting Up Mailbox Functionality

For proper mailbox operation, the following components are required:

1. Mailbox Profile

  • Must be created before setting up a Mailbox.
  • Enables or disables specific Mailbox functions.

2. Message Box Ownership

  • Each Mailbox must have at least one owner.
  • Owners can modify settings and permissions.

3. Message Box Users

  • Users can listen to messages but cannot modify core Mailbox settings.

4. Mailbox Setup

  • Create a Mailbox for each required User or Department.
  • Initial settings are inherited from the Mailbox Profile.

5. Voice Channel Configuration

  • Set up a dedicated voice channel for mailbox access.

Note: Mailbox Owners and Users must also be defined as Users in Resources.

Creating a New Mailbox

1. Access Mailbox Settings

  • In the Explorer Pane, navigate to Phone & Text > Mailbox.
  • A list of existing Mailboxes will be displayed.

2. Add and Configure a New Mailbox

Click Add to create a new Mailbox.

Configure the following settings:

  • Active Status:
    • If Active, callers can leave voicemail messages.
    • If Inactive, the system follows the Mailbox Profile settings.
  • Name:
    • Use a department/service name for shared mailboxes.
    • Use the owner's name for personal mailboxes.
  • Number:
    • Enter a unique number for the mailbox.
    • The number must match the owner’s OfficePhone extension (if forwarded to voicemail).
  • Profile:
    • Select a Mailbox Profile from the dropdown.
    • Ensure "Set Archived" is inactive in the profile settings.
  • Playback Settings:
    • Play Menu After Message – Enables message menu options after each voicemail:
      • 1 = Repeat message.
      • 2 = Archive message.
      • 8 = Callback the caller.
      • 9 = Delete message.
    • If disabled, the menu is played only when pressing * while listening.
  • Message Waiting Indication (MWI):
    • Enable notification settings.
  • Routing Options:
    • Route Messages – If enabled, messages act as exception exits in a Router.
    • Router/Priority – Defines the routing priority for messages assigned to specific agents or groups.

Click Save Changes to store the Mailbox configuration.

Assigning Mailbox Owners & Users

After creating a new mailbox:

  1. Select the Mailbox from the list.
  2. Navigate to the Mailbox Users & Owners Tab.
  3. Click Add to assign Owners or Users.

User Assignment Settings

  • Select a User from the dropdown.
  • User Type:
    • Owner – Has full administrative rights over mailbox settings.
    • User – Can listen to messages and modify limited settings.

 

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