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How to configure a phone menu

Learn how to use 2Chat to route calls based on options

Updated this week

You can use a Call Flow phone menu to route callers to the right team based on the options they pressed when calling your 2Chat-hosted numbers.

To create a phone menu or phone tree, first create a Call Flow or edit an existing one you have attached to your virtual number. Follow the steps in this article to create a new flow.

  • Select the Phone Menu component inside the list of available options

  • Configure the menu

A: record or upload a greeting message and instructions that the caller must follow. For example, "press 1 for Sales".

B: record or upload an error message. When the caller enters an incorrect option, they will hear this message, and the main greeting message will repeat afterwards.

C: select the options your menu will have, if any.

Real-world example

In the example below, we have a menu with only a single option. When the caller presses key "1", the Ring Agents action will be executed, which in turn will ring all users in 2Chat.

Also, when no option or multiple digits that are not "1" are pressed, they will be forwarded to voicemail.

Finally, if they pressed "1" but no one on the team answered, they will also be redirected to leave a voicemail.

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