How Can I Setup The Voice Add-On?

What is the Voice Add-On Feature?

The Voice Add-On allows you to use your MyRepChat number for voice calls, as well as text messaging. This is typically utilized when a MyRepChat user wants to maintain the same business number across all communications processes. All phone calls to your MyRepChat number, automatically go to your forwarding number. However, the voice add-on allows you to make outbound calls utilizing your MyRepChat number. This gives users the ability to have the same number for all communications. 

 

How Do I Setup The Voice Add-On Feature?

1. Click "Settings," in the bottom left of your "Dashboard." 
   
   
   
   
2. Beneath "Add-Ons and Billing," click the "Voice Add-On" tab
   
   
   
   
3. Click the "Toggle Button" to turn voice on or off. (Beneath this toggle, you should find your monthly pricing for this add-on.)
   
   

 

What is The Voice Number Feature?

The voice number is the  number that will be used to bridge all incoming and outgoing calls made on your MyRepChat number. When you receive a call, this is the number that would ring. When you make outgoing calls, the call will first ring to this number, once you answer, it will then begin dialing the desired contact you're attempting to call. Your forwarding or "voice number" can be changed at anytime. 

 

How Do I Setup My Voice Number?

1. Beneath "Add-Ons and Billing," click the "Voice Number" tab
   
   
   
   
2. Click "Add" to add a new voice/forwarding number. 
   
   
   
   
3. Type your desired number in the "Phone Number" text field
   
   
   
   
4. Click "Text Me" or "Call Me" to receive a verification code via text or call. 
   
   
   
   
5. Click "OK" to close out the pop-up window stating the verification code was sent.
   
   
   
   
6. Type your verification code in the "Verification Code" text field."
   
   
   
   
7. If you did not receive the verification code, click "Resend Code." If you want to change the number you utilized before proceeding, click "Change Number." 
   
   
   
   
8. Click "Continue."
   
   
   
   
9. Your number has now been saved. 
   
   
   
   

What Is The Availability Feature?

The availability feature allows or prevents calls from coming through. If you have your availability set to off, calls will be directed to voicemail. If you have your availability set to on, you will receive the calls. You can also set a specific schedule for available times to manage this automatically. 

 

How Do I Setup My Availability?

1. Beneath "Add-Ons and Billing," click the "Availability" tab
   
   
   
   
2. Use the "Toggle Button" to turn on to receive calls. If this toggle button is turned off, calls will be forwarded to voicemail. 
   
   
   
   
3. To turn on a specific availability schedule, click "Monday" 
   
   
   
   
4. Enter your "Start Time" for when you will be accepting calls.
   
   
   
   
5. Enter your "End Time" for when calls will be forwarded to voicemail. 
   
   
   
   
6. Click "Save Availability." 
   
   
   
   
7. Re-do steps 3-6 for the remainder days of the week. 
   
   
8. To turn off the specified availability, click the toggle above the calendar for "Availability - On/Off."
   
   
   
   

What Is The Voice Mail Feature?

The voicemail tab allows you to create your own customized voicemail when your MyRepChat number misses calls. You can set a voicemail, or an unavailable message for when clients call. An unavailable message would be what they hear when your availability is shut off. The voicemail type is for when you just miss the call even though you're available. Each type of message can only have one recording.

 

How Do I Set Up My Voice Mail?

1. Beneath "Add-Ons and Billing," click the "Voice Mail" tab
   
   
   
   
2. Click "Create Voice Mail" 
   
   
   
   
3. Select which type of message you would like to record, unavailable or voice mail.
   
   
   
   
4. Click "Call Me"
   
   
   
   
5. You will receive a call, record your message at the beep, once you've completed creating your voicemail. Click the "Refresh" button next to the "Create Voicemail" button. 
   
   
6. Click on existing voicemails to listen to them.
   
   
   
   
7. Click "Delete" to delete a voicemail you no longer want. 
   
   
   
   

What Is The Caller ID Feature?

The caller ID feature let's you choose whether you would like the clients number to show up on your caller ID, or your MyRepChat number. This can be set to MyRepChat number in the instance you'd prefer to have an easy time differentiating this between a business or personal call.

 

How Do I Set Up My Caller ID?

1. Beneath "Add-Ons and Billing," click the "Caller ID" tab
   
   
   
   
2. Use the "Toggle" to turn on/off the Caller ID functionality
   
   
   
   

What Is Caller Timeout? 

The Caller Timeout setting is a setting that is very rarely used. The Caller Timeout is the amount of time it gives you to answer a MyRepChat call before this goes to voicemail. 

We do not recommend adjusting this settings unless you are experiencing one of the following situations:

• If when you receive an incoming call and you don't answer, your mobile phone's voicemail is answering the call instead of your MyRepChat voicemail. In this case, you would need the caller timeout, to be a smaller number. 
• If incoming calls are not ringing long enough for you to have time to answer before going to your MyRepChat voicemail. In this case, you would need to change this to a larger number. 

We do recommend testing this as you make adjustments, to ensure you get this exactly where you want it and don't go too far on the other end and create the opposite issue. 

 

How Do I Set Up Caller Timeout?

1. Beneath "Add-Ons and Billing," click the "Caller Timeout" tab
   
   
   
   
2. Enter your desired seconds in the Text Field. 
   
   
   
   
3. Click "Save."
   
   
   
   Default Caller Timeout = 15 Seconds

Notes:

• The voice add-on feature may not be available to you depending on your broker-dealer/group. This can be managed at the group level.
• The voice add-on feature does contain an additional monthly fee. The price may vary depending on who your broker-dealer/group is. You can find your individual pricing for the Voice Add-On in the Voice Add-On tab. (Step 3 of How To Setup Voice-Add On)