Phone System Setup Form

1Your people

The team is already loaded - just add cell numbers. Type numbers any way you like (845 555 0100, 052-555-0100) and the country is figured out for you. Start typing a name and known people fill themselves in.

2Who answers what

For each menu button: who rings first, and who is next if there is no answer. Leave as Voicemail to decide later.

3After hours and nights

Voicemail onlyCaller leaves a message, it is emailed in Still ring someonePick who below

4The 845-734-1010 question - SOLVED, you can skip this

Update: we found it. The number lives on the SkyTek phone system with its own menus and the office desk phones. Nothing needed from you here anymore - the cutover options will be presented separately. Add a note below only if you want.

5Other numbers and brands

Any other business numbers that should point at this system? (number + where it lives, one per line) Which brands need their own number and greeting right now?

JRM + Nesher Orchim Rank Friendly Other

6Your greeting - record it right here

This is the script callers hear. Press the red button, read it naturally and a touch slower than feels normal, and listen back. Not happy? Record again. Until you record, a high-quality computer voice reads the same script. Do not read the seasonal line ("Calling about Sukkos? Press 1.") - the computer voice adds it after your recording, so it can change without a re-record.

"Shalom, and thank you for calling JRM Hotels and Nesher Travel. Rooms, tickets, your whole trip to Eretz Yisroel - you are in the right place, and a real person is going to take care of you. This call may be recorded. For hotel rooms in Yerushalayim or up north, press 1. For flight tickets, press 2. For miles and points, press 3. For accounting, press 4. For your whole trip, all in one place, press 5. For a real person, press 0, or just stay on the line."

or upload a file

Your recording is sent in with this form. To put it straight on the line yourself, open this page with the admin key (Joseph has it): /setup/?key=...

7Advanced features

Everything below is built and included - just say which you want on.

Voicemail transcriptionEvery voicemail arrives as an email: the number to call back first, then a short summary, what is still needed to close, the full transcript and a listen link. Example of what lands in your inbox:

Subject: [Voicemail] Hotel Rooms - +18455550134 (Mrs. Klein) - 42s

CALL BACK: +18455550134
Voicemail - Hotel Rooms (pressed 1) - 42 seconds
Received: Sun 17 Aug 14:05 Israel time

Summary: Mrs. Klein is coming for Sukkos and wants two rooms near the Kosel; asks for a call back today.
To close this: exact dates, budget per night, how many adults and children.

Transcript: "Hi, this is Mrs. Klein, we are coming for Sukkos, looking for two rooms near the Kosel, please call me back today." EXAMPLE
Listen (team PIN): link - Recording: link

Missed-call text-backA caller we miss gets an automatic text message. Waiting on the carriers to approve the number for texting; the day it clears, this switches on. Edit the message: Call recording Record every call, with a short notice in the greeting Do not record calls Missed-call report (today: every voicemail emails right away, plus one daily digest at 7:00 Israel time) Email right away on every missed call One daily summary email Both Which countries does the team call most?

8Unlocking the number at Telnyx - DONE, you can skip this

Update: the public line +1 845-595-0129 is live on the verified account and answering calls. Nothing needed from you here anymore; the buttons below stay only for the record.

I did (or will do) the verification at telnyx.com/upgrade on the main account I topped up (or will top up) the second account by a couple dollars Walk me through it

9The CRM connection

We are building the CRM separately. Anything you already know you want: what a call should look like inside it, what counts as a lead, who should see what.