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Table of Contents

Common Questions about Using Cisco Personal Assistant
Using Speech-enabled Dialing
Browsing Voice Mail
Accessing the Personal Assistant User Interface
Specifying Destinations
Using the Personal Address Book
Setting up Rules and Rule-Sets
Customizing Dial Rules and Settings

Common Questions about Using Cisco Personal Assistant


The following sections provide common questions (and answers) about using Cisco Personal Assistant:

Using Speech-enabled Dialing

The following sections provide common questions (and answers) about using speech-enabled dialing:

Can I access Personal Assistant when I am away from the office?

Q.) Can I use Personal Assistant to make phone calls and check my voice mail when I'm away from the office?

A.) Yes, Personal Assistant's directory dialing and voice mail features are accessible from any phone. Simply dial Personal Assistant to get connected. For instructions and examples, see the "Getting Started with Dialing and Conferencing" section.

Why does Personal Assistant sometimes identify callers or called parties by extension, and other times by name?

Q.) Why does Personal Assistant play phone number extensions sometimes instead of playing the recording of the person saying his or her name?

A.) When you place a call with speech-enabled dialing, Personal Assistant uses a name or number to identify the person to whom the call is being placed. Personal Assistant can only play the party's recorded name if that recording is available. Otherwise, it plays the party's office extension or phone number.

Additionally, Personal Assistant will play the phone number of a party not included in the corporate directory, but whom you have added to your personal address book.

For instructions and examples, see the "Getting Started with Dialing and Conferencing" section.

When I apply call screening, why does Personal Assistant tell some callers to record their names?

Q.) With call screening enabled, Personal Assistant asks some callers to record their names before sending the call to me. Why?

A.) Personal Assistant asks a caller to record his or her name for call-screening identification purposes if the caller's phone number is blocked.

How do I set up call screening and what does it sound like to my callers?

Q.) What do my callers hear when Personal Assistant screens their calls? What happens if I'm not there to get the call?

A.) When call screening applies to an incoming phone call, Personal Assistant tells you who is calling and gives you options to forward or accept the call, or send the call to voice mail. To set up call screening, specify call screening in a rule. Call screening then applies to those incoming calls that are affected by that particular rule.

Your callers hear "Please wait while locating" when the call screening feature is active.

If you are not able to pick up a screened call, Personal Assistant eventually sends the incoming call to your default destination, which typically is your desk phone and integrated voice mail system.

For more details, see the "Using the Call Screening Feature" section.

How can I make my name easier to pronounce for directory dialing?

Q.) People who use speech-enabled directory dialing to call me complain that my name is not recognized by Personal Assistant. What can I do to make my name easier for others to pronounce and for Personal Assistant to understand?

A.) Set up one or more alternate names for yourself. From the main menu, choose Preferences > Settings and go to the Alternate Names section of the page. For an example, see the "Using the Alternate Name Feature" section.

What is directory dialing?

Q.) What is directory dialing?

A.) Directory dialing means using spoken commands to call co-workers at numbers recognized by your company and contained within the corporate directory. For examples and instructions, see the "Dialing and Conferencing Sample Dialogs" section and the "Using Speech-enabled Directory Dialing" section.

Personal Assistant does not recognize my new alternate name. Why not?

Q.) I recently set up an alternate name for myself, but callers who have tried it found that it didn't work. What's wrong?

A.) Personal Assistant cannot recognize your newly established alternate name until your system administrator refreshes user information. Refresh schedules vary by company, but are typically conducted daily. Contact your system administrator if you want to know about the Personal Assistant refresh schedule for your server.

For help with alternate names, see the "Using the Alternate Name Feature" section.

What can I do to help Personal Assistant understand my directory dialing commands?

Q.) Personal Assistant has difficulty understanding me when I use directory dialing to place calls. What can I do?

A.) Here are some suggestions for helping Personal Assistant understand your directory dialing commands:

For help with nicknames, see the "Copying a Corporate Directory Entry Into Your Personal Address Book" section. For an alternate name example, see the "Using the Alternate Name Feature" section.

Why does Personal Assistant sometimes offer me only touch-tone options, rather than speech options?

Q.) Sometimes Personal Assistant gives me only touch-tone prompts, telling me to enter the person's extension on my key pad or to use spell-by-name. When this happens, Personal Assistant no longer recognizes my spoken commands. What's going on?

A.) This can happen when Personal Assistant cannot access the speech servers it needs to satisfy your spoken requests. In these cases, Personal Assistant places you in a non-speech mode. In this mode, you can place calls by entering the person's extension or by spelling the person's name.

Why did spell-by-name fail?

Q.) I tried to call John Smith using Personal Assistant's spell-by-name feature. I used the key pad to spell "Smith, John." Personal Assistant could not find his number. Why?

A.) Spell the last name followed by #, then the first name followed by #. You can also enter a partial last name followed by a partial first name; this is especially useful when the name is long. In this example, you could enter SMI# followed by JO#. Personal Assistant will call John Smith's number or prompt you to select from a list of names if the combination of letters is not unique.

There are several people with the same name in my company. How do I tell Personal Assistant to call one of these people?

Q.) My company has five John Smiths; when I use directory dialing to try to reach one of them, Personal Assistant transfers me to the operator. What should I do?

A.) To differentiate a particular person in your company from others with the same name, copy that person's information from your corporate directory to your personal address book. Then create a nickname and say the nickname instead of the real name in your spoken command.

For more information on nicknames, see the "Copying a Corporate Directory Entry Into Your Personal Address Book" section and the "Setting the Name Dialing Preference" section.

Why is Personal Assistant telling my callers that I am unavailable?

Q.) My callers are getting a message that says, "The person you are trying to reach unavailable." That's not true. What's going on?

A.) Make sure your personal and corporate destinations are correct. If Personal Assistant tries to forward an incoming phone call to you at an invalid number, your caller will hear the unavailable message. For help with destinations, see the "What Are Destinations?" section.

I am getting technical difficulty messages. What do I do?

Q.) I keep getting a message that says "You are experiencing technical difficulties" when I try to use the interface. What should I do?

A.) Contact your system administrator for help.

Browsing Voice Mail

The following sections provide common questions (and answers) about browsing voice mail with Personal Assistant:

Can I listen to voice mail messages from particular callers?

Q.) Can I listen to voice mail messages from particular callers?

A.) Yes. You can direct Personal Assistant to play messages from a particular caller. See the "Getting Started with Voice Mail Browsing" section for examples. For detailed instructions, main menu options, and valid commands, see the "Browsing Your Voice Mail with Personal Assistant" section.

Can I send a voice mail message to someone in my personal address book?

Q.) Can I use Personal Assistant to send a voice mail message to someone in my address book?

A.) Voice mail features work with a personal address book entry only if the information that you entered in the address book for the first name, last name, and work number exactly duplicate the corresponding information in the corporate directory. To ensure a perfect replication, use the "copy callers" function to duplicate corporate directory entries into the personal address book. For instructions, see the "Copying a Corporate Directory Entry Into Your Personal Address Book" section.

What is an alternative to the voice mail command?

Q.) I have difficulty saying "voice mail." What other commands can I use to prompt Personal Assistant?

A.) In addition to "voice mail," you can say, "check messages," "get messages," or "voice messages." See the "Getting Started with Voice Mail Browsing" section for various command examples.

What password do I use to access voice mail?

Q.) What's the password for logging into voice mail?

A.) The password for accessing your voice mail with Personal Assistant is the same numeric password you have already established for your Cisco Unity voice mail account. See the "Logging in to Voice Mail" section for more information.

How do I check messages from phones outside of the office?

Q.) How do I check messages from an external phone?

A.) You can check your voice mail from any phone. However, if you are calling from a phone external to your company, Personal Assistant will ask you to provide your office extension unless you have already established the external line from which you are calling as a "destination." For help with destinations, see the "What Are Destinations?" section.

If you are calling from a colleague's desk phone (or an internal line other than your own), say "New mailbox" or "New extension." See the "Logging in to Voice Mail" section for more information.

Personal Assistant did not delete my voice mail messages. Why not?

Q.) Why does Personal Assistant continue to list messages that I just deleted?

A.) These messages are marked for deletion and are actually deleted when you log out.

For examples and instructions regarding spoken commands, see the "Getting Started with Voice Mail Browsing" section and the "Browsing Your Voice Mail with Personal Assistant" section.

Can I tell if I received a new message while browsing voice mail?

Q.) How do I know if new messages were delivered while I was listening to other messages?

A.) If there are any new messages delivered, Personal Assistant provides a summary of messages when you go back to the voice mail main menu. You can also say "announce messages" or "message summary" to check the latest count of new and old messages. For more verbal commands, see the "Using Spoken Commands While Listening to Messages" section.

Voice mail is not listed among my destinations. Why not?

Q.) Why don't I see my voice mail number listed among my other destinations, such as my office phone and corporate mobile phone?

A.) Voice mail only appears as a destination if your system administrator has established a voice mail server for you. For help with destinations, see the "What Are Destinations?" section.

I do not hear an option for transferring a screened call to voice mail. Why not?

Q.) Why doesn't Personal Assistant list voice mail among my options for dealing with a screened call?

A.) Your system administrator has not configured the voice mail number in your system configuration.

For help with call screening, see the "Using the Call Screening Feature" section.

Why do I have voice mail messages from Personal Assistant asking me to accept an incoming call?

Q.) I have voice mail messages from Personal Assistant that say, "You have a call from...." These are not regular voice mail prompts, but recordings from Personal Assistant. What's going on?

A.) These messages can occur when you have set up a call forwarding rule that includes a destination group. In this case your office voice mail and even your home answering machine (if your home line is established as a destination) can pick up and record the message that Personal Assistant intended to deliver to you at the time that it had your caller on hold. To prevent this from happening, decrease the amount of time that Personal Assistant tries calling each of the destinations in the group.

Control the number of seconds with the Call Pick-Up Time-Out setting. The default setting is eight seconds, but you can override the default setting. See the "Setting the Call Pick-Up Time-Out Feature" section for instructions.

Accessing the Personal Assistant User Interface

The following sections provide common questions (and answers) about using the Personal Assistant User interface:

What is the Personal Assistant User interface?

Q.) What is the Personal Assistant User interface and how do I find it?

A.) The interface contains all the Personal Assistant help information and all of the configurable screens that you can see on your computer. Access the User interface through your web browser, using the URL that your system administrator provided. For more help, see the "Where Do You Set Up Call Forwarding Rules?" section.

Why do I need to log in again?

Q.) Why do I sometimes have to log back on when I'm using the Personal Assistant User interface?

A.) Personal Assistant asks you to log in again following 30 minutes of inactivity.

What can I do if I forgot my password?

Q.) I forgot my password. What can I do?

A.) Contact your system administrator. Your administrator will give you a temporary password. Personal Assistant prompts you to customize this password as soon as you log in.

For help with changing your password, in general, see the "Changing Your Password" section.

How do I get rid of the pre-stocked samples?

Q.) Can I delete the sample rules and destinations that I keep seeing in the User interface?

A.) The samples will not interfere with your own rules, but you can delete them if you want to. Begin by deleting the rule, then the destination group, followed by individual destinations. For more information about samples, including the order in which to perform deletions, see the "Getting Started with Sample Information from the Welcome Page" section.

Why does Personal Assistant sometimes say that I am already logged in?

Q.) Why do I sometimes get a screen when I open Personal Assistant that says "The user is already logged in elsewhere"?

A.) If you closed your web browser without logging out of the Personal Assistant User interface, you will see this message the next time you log in to Personal Assistant. To log out, choose Session > Logout from the main menu.

Do I need to access or set up the User interface to use Personal Assistant?

Q.) Do I need to configure the Personal Assistant User interface in order to use Personal Assistant's features?

A.) It depends upon which features you want to use. You can use Personal Assistant to browse your voice mail and place calls to people internal to your company without first setting up your User interface. However, you cannot call people external to your company with Personal Assistant until you set up these external parties in your personal address book through the User interface. Additionally, you can set up personal destinations in the interface if you want Personal Assistant to forward calls to a non-work phone number. There are other features that require configuration in the User interface, such as call screening.

For a quick introduction to the User interface, see the "Getting Started from the Welcome Page" section and the "Quick Setup Example" section.

Specifying Destinations

The following sections provide common questions (and answers) about using destinations and destination groups:

Where do I enter numbers for my private phone lines?

Q.) Where do I enter phone numbers other than work-related numbers so that Personal Assistant can send my incoming calls to them? For example, I want to receive some of my forwarded calls on my personal mobile phone.

A.) Choose Destinations > Destinations from the main menu and follow the directions. For more detailed instructions, see the "Adding Personal Destinations" section.

Note that destinations can also include email-based paging addresses, in addition to phone numbers. For information, see the "Using Personal Assistant to Send and Receive Email-Based Paging Messages" section.

Why can't I change my mobile phone number?

Q.) Why can't I change my mobile phone number from the way it appears on the Destinations page?

A.) If your mobile phone is a corporate number, you cannot change it. All of your corporate numbers are assigned to you. Your company email-based paging address is also assigned to you. If you have your own personal mobile phone, you can add this to the destinations page and change the number at your discretion.

For more information, see the "What Are Destinations?" section.

Why is one of my destinations listed as undefined?

Q.) The Personal Assistant User interface listed one of my destinations as "undefined" instead of displaying the phone number. Why?

A.) Destinations become "undefined" when they are deleted from the corporate directory. Any active rule-sets containing an undefined destination will be de-activated.

Why would I want to create a destination group?

Q.) Why would I want to create a destination group rather than creating several separate destinations?

A.) Use a destination group to send one incoming phone call to a series of destinations. With destination groups, you can tell Personal Assistant: "Try calling me at my desk phone, then try me on my home phone, then try me on my mobile phone," for example. Personal Assistant calls each destination in the group sequentially, until the call connects or the caller hangs up. For more information and instructions, see the "Adding a New Destination Group" section.

The order in which Personal Assistant calls each destination in the group is determined by the order in which you added the destinations to the group. For more information, see the "Ordering Destinations in a Destination Group" section.

How do I change the sequence of destinations in a group?

Q.) I want to change the sequence of destinations in my destination group. How do I do that?

A.) Delete them and add them again.

The sequence in which Personal Assistant dials each destination in a destination group mimics the sequence in which you added each destination to the group. For example, if you add destinations A, B, and C to a destination group in the order of C, A, and B, Personal Assistant calls destination C first, then destination A, then destination B.

To change the order in which Personal Assistant calls destinations in a group, you need to delete and re-add destinations to the group in the sequence that you want Personal Assistant to follow.

The only exception is an email-based pager; if a destination group contains a pager, Personal Assistant dispatches an email-based paging message at the same time that it calls the first phone number in the sequence.

For detailed instructions, see the "Creating Destination Groups" section.

Why would I want to set up personal destinations?

Q.) What's the advantage of setting up my home phone, personal mobile phone, or other non-work phone as a personal destination?

A.) Once you set up a line as a destination, Personal Assistant knows how to recognize you when you call from that line. That allows you to access your personal address book and to include the line as a destination in your call forwarding and screening rules.

Additionally, set up personal destinations so that other people can refer to you by name in their own call forwarding and screening rules.

Why does Personal Assistant page me when it sends my calls to a destination group?

Q.) Why does Personal Assistant page me when calling numbers in my destination group? I even made sure that the email-based paging destination was added to the group last, and Personal Assistant still pages me as soon as it begins calling the first phone number in the group.

A.) Pagers are an exception to the sequential calling pattern in a destination group. If you have included an email-based paging address in your destination group, Personal Assistant will dispatch an email-based page to you at the same time that it calls the first phone number in the sequence of destinations. See the "Ordering Destinations in a Destination Group" section.

For paging information, see the "Using Personal Assistant to Send and Receive Email-Based Paging Messages" section.

Can I change the name of a destination group or caller group?

Q.) I want to change the name of a destination group or caller group. Can I do that?

A.) Yes. First copy the contents of the group that you want to rename by clicking the copy icon. Then give the copied group a new name and delete the original group. For detailed instructions, see the "Copying a Destination Group" section.

Using the Personal Address Book

The following sections provide common questions (and answers) about using the personal address book:

Where do I enter phone numbers for customers and friends?

Q.) Where do I enter phone numbers for customers and friends, or anyone who's not in the corporate directory?

A.) Put these numbers in your personal address book. You can also copy callers from your corporate directory into your personal address book. For more information, see the "Using Your Personal Address Book" section.


Note   The email field in the personal address book is for reference only; you cannot use the address as a point of contact via Personal Assistant. However, Personal Assistant does recognize an email-based paging address as a valid destination. Set up and view your destinations on the Destinations page.

What format should I use to enter phone numbers?

Q.) What format should I use to enter phone numbers in my personal address book or in the Destinations page? For example, do I use an area code? Do I include "9" for external numbers? Does it matter whether I use dashes or parentheses?

A.) Because your system administrator determines the default dialing rules for Personal Assistant, these rules may vary from one administrator to another. However, In most cases, you are likely to use the following formats:

You can use parentheses, spaces and dashes if you'd like; Personal Assistant ignores these in phone numbers. For information about setting up your personal address book, see the "Adding an Address Book Entry" section.

For more information about default dialing rules, see the "Setting Dial Rules" section.

Is there a way for me to see the details of an address book entry without editing the entry?

Q.) Sometimes I want to quickly glance at someone's phone number in my address book, but I don't want to open the whole entry or edit the entry. Is there a quick way to see the information?

A.) Yes. When you position your mouse over the caller icon (an image of a person's head) you can see a small tool tip that displays the party's nickname, phone numbers, and email address (if available).

This tool tip feature also works for search results in the Caller Search window.

Can I access my personal address book when I am away from the office?

Q.) Can I use Personal Assistant to place calls to people in my personal address book when I'm calling from my home phone or mobile phone?

A.) You can access your address book from any phone that Personal Assistant recognizes as one of your "destinations." Destinations include phone numbers and email-based paging addresses assigned to you by your company or established by you through the Cisco Personal Assistant User interface.


Note   You can access the corporate directory (in contrast to the personal address book) from any phone, whether or not Personal Assistant recognizes the phone as a destination. Use the corporate directory to perform "directory dialing." Directory dialing means using spoken commands to call co-workers at numbers recognized by your company and contained within the corporate directory.

If you need to view, create, or change personal address book entries, use the Personal Assistant User interface. Choose Callers > Address Book from the main menu.

For instructions about destinations, see the "Adding Personal Destinations" section. For help with personal address book entries, see the "Adding an Address Book Entry" section. For help with using speech-enabled dialing, see the "Using Speech-enabled Directory Dialing" section.

If I have several phone numbers for someone in my personal address book, which number does Personal Assistant call?

Q.) I have several numbers for one person in my personal address book. Which number will personal Assistant call if I specify only the person's name in a spoken command?

A.) If you don't specify where you want Personal Assistant to dial, and there is more than one number available, Personal Assistant calls the work number.

If no work number is listed, but more than one number is available, Personal Assistant asks you to specify the number that you want to use.

Do I need to train Personal Assistant to recognize nicknames in my address book?

Q.) I recently created a nickname for someone in my personal address book. The nickname is not a common version of the person's real name. Do I need to train Personal Assistant to recognize my pronunciation of the nickname or can I begin using the nickname in conjunction with speech-enabled dialing right away?

A.) As long as you pronounce the nickname phonetically, Personal Assistant will recognize the spoken version of the nickname as corresponding to the spelled-out version that you added to the address book. You cannot train Personal Assistant to identify nicknames.

For instructions about creating a nickname, see the "Copying a Corporate Directory Entry Into Your Personal Address Book" section.

Setting up Rules and Rule-Sets

The following sections provide common questions (and answers) about using rules and rule-sets:

How do I create a rule that applies to everyone?

Q.) I want all my calls to go to my voice mail when I'm on vacation. Can I create a rule that applies to everyone?

A.) Yes. Choose a destination in the rule page, but leave most or all of the remaining sections unspecified. For example, if you are planning a trip and want all your calls to go straight to voice mail (without ringing your desk phone), choose "voice mail" as your destination in the Rule page. Then activate the rule-set for the date range of your trip. For more help, see the "Quick Setup Example" section and the "Building Rules" section.

How do I schedule a rule-set so it applies to all my incoming calls every day, indefinitely?

Q.) I want to schedule my rule-set to take effect every day and to continue to be in effect indefinitely. How do I do this?

A.) Schedule a rule-set by "activating" the rule-set. To keep a rule-set active continually, either select the rule-set from the "Everyday" drop-down menu (using the Days of the Week section of the Activate Rule-Sets page), or select a cut-off date that is well into the future (using the Date Range section of the Activate Rule-Sets page).

For more information and instructions, see the "Activating a Rule-Set" section.

How do I schedule one temporary and one permanent rule-set?

Q.) I recently created a temporary rule-set that I want to activate during a week-long business trip. How do I activate the temporary rule-set without permanently disrupting the schedule for my regular rule-set?

A.) You can activate up to three rule-sets in advance so that each takes effect during a specific date range.

In this example, you can schedule both rule-sets so that the business trip rule-set supersedes the regular rule-set for one week, and so that the regular rule-set continues to take effect after that week.

To achieve this, use the Date Range section of the Activate Rule-Sets page, then order the rule-sets from most specific to least specific. Because Personal Assistant uses the first date range that matches, place your most general, or "default" rule-set last. This ordering ensures that all the date ranges can take effect.

You can overlap the date ranges; only one rule-set will take effect at any one time. For example:

For more help, see the "Activating Rule-Sets By Specific Dates" section.

How does Personal Assistant decide which rule to use when a rule-set contains more than one rule?

Q.) I have multiple rules in a rule-set that is active. Which rule will Personal Assistant use?

A.) The first rule that matches the conditions of the incoming call.

Personal Assistant tries each rule in the order in which the rules are displayed in the Rule-Sets page of the Personal Assistant User interface. Moving from top to bottom, Personal Assistant tries each rule in the list until it finds a rule to apply to the incoming phone call. If the first rule in the list matches, Personal Assistant follows that rule and looks no further.

Because Personal Assistant tries to match rules in a top-down order as they appear on the Rule-Sets page, it is important that you order multiple rules from most specific to least specific. This arrangement ensures that Personal Assistant matches calls to a specific rule before trying to match a call to a general rule.

For example, a rule that tells Personal Assistant to send all calls to voice mail should be added after a rule that tells Personal Assistant to send calls from Harriet Smith to your mobile phone. If the general voice mail rule is placed first, it will apply to every call, including Harriet Smith's, and her relatively specific rule will not take effect.

For more information, see the "Changing the Order of Multiple Rules in a Rule-Set" section. For help with the User interface, see the "Where Do You Set Up Call Forwarding Rules?" section.

How do I create two time-based rules for same person?

Q.) I want to create two time-based rules for the same person. Do I need to create two separate rules?

A.) Yes. If, for example, you want calls from Harriet Smith to reach you on your mobile phone between 3:00 and 5:00 p.m., and on your home phone between 5:00 and 8:00 pm, you need to create two rules within a single rule-set.

For more help, see the "Building Rules" section.

How do I change the name of a rule-set?

Q.) Can I change the name of a rule-set without deleting and then recreating the rule-set?

A.) No. You must delete and then recreate the rule-set. If Personal Assistant will not allow you to delete the rule-set because it is active, go to the Activate Rule-Sets page and select "Click to Select" in place of the rule-set name.

For instructions, see the "Creating a New Rule-Set" section.

Where is the call screening option on the Rule page?

Q.) Why can't I find the "do not screen the call" option on the Rule page?

A.) You are probably setting up a rule that includes a destination group. Call screening automatically takes effect, and cannot be de-selected, when you specify a destination group (rather than a single destination) in a rule.

For more information and instructions, see the "Ordering Destinations in a Destination Group" section.

Where is the calendar section of the Rule page?

Q.) I can't find the calendar section of the Rule page. Why isn't it available?

A.) Personal Assistant displays the "calendar status" section of the Rule page if this feature has been set up by your system administrator.

How long until a new rule takes effect?

Q.) How soon after I set up a rule does Personal Assistant put it into effect?

A.) Immediately, assuming that you have set the rule up correctly and activated the rule-set to which it belongs. Don't forget to click Update on the Activate Rule-sets page.

How do I turn off a rule without deleting it?

Q.) Can I "turn off" or disable a rule temporarily?

A.) You can turn off a rule-set, but not individual rules within the set. There are two ways to disable a rule-set (the container for rules) without deleting the rule-set. You can de-activate the rule-set or you can turn off the rule-processing feature.

To de-activate a rule-set, choose Rules > Activate Rule-Sets from the main menu, then select "Click to Select" in place of the rule-set name or names that you want to de-activate.

To turn off the rule-processing feature, choose Preferences > Settings from the main menu, then check the Turn Off Personal Assistant check box. Check the box again to turn Personal Assistant back on. Turning off Personal Assistant in this way disables call forwarding and screening features, but does not disable directory dialing, conferencing and voice mail features.


Note   Each rule-set can contain a single rule or multiple rules. If you de-activate a rule-set containing a single rule, you are effectively "turning off" an individual rule. If you de-activate a rule-set with multiple rules, you are turning off all those rules.

Why did my call forwarding rule fail?

Q.) I set up a rule and it didn't work. What happened?

A.) First of all, make sure to activate the rule-set that contains the rule. Choose Rules > Activate Rule-Sets from the main menu to do this. Don't forget to click Update after activating your rule-set. For more information on this procedure, see the "Activating a Rule-Set" section.

If activating your rule-set is not the problem, try troubleshooting with the Call Forwarding Rule Tester. Simply enter information about an incoming call and the rule tester determines whether any rules in your active rule-set would apply. You can also use the rule tester to verify that a new rule will forward your calls the way you anticipate it will before you put the rule to the test with real calls. You must activate the rule prior to testing it. For more information and examples, see the "How to Use the Call Forwarding Rule Tester" section.

If you have set up and activated the rule correctly, the rule might have failed because you received more than one call simultaneously. In this case, Personal Assistant intercepts one call, while another, nearly simultaneous, call slips by. The call that is not intercepted is routed to your default phone (typically your desk phone and integrated voice mail system).

Why am I unable to test more than one caller with the Call Forwarding Rule Tester?

Q.) Why can't I test more than one caller at a time with the call forwarding rule tester?

A.) The call forwarding rule tester is designed to test your rules against any single call arriving at a particular time and date. Since a single call necessarily arrives from one person, the call forwarding rule tester tests only one person, or caller, at a time. For instructions and examples, see the "How to Use the Call Forwarding Rule Tester" section.

Can a call get lost?

Q.) What happens to an incoming call that Personal Assistant doesn't forward the way that I anticipated? Is the call "lost"?

A.) No. Unless it has a clear call-routing rule to follow, Personal Assistant sends your calls to your default phone. This is the phone to which your calls would be sent if Personal Assistant wasn't involved—typically your desk phone and integrated voice mail system.

For an overview and detailed examples, see the "Getting Started with Call Forwarding Rules" section.

Customizing Dial Rules and Settings

The following sections provide common questions (and answers) about customizing dial rules and settings:

Is a dial rule the same thing as a call forwarding and screening rule?

Q.) I'm confused. What's the difference between a "dial rule" and a "rule"?

A.) Don't confuse dial rules with call forwarding and screening rules. Dial rules determine the string of digits that Personal Assistant uses to place outbound calls and to recognize inbound calls. Unless you have special prefix requirements, you can let your system administrator set up your dial rules. Call forwarding and screening rules, on the other hand, are designed by you. These rules tell Personal Assistant how to selectively forward and screen your incoming calls based on the identity of the caller, the time of day, and other conditions.

For help with dial rules, see the "Setting Dial Rules" section. For help with call forwarding rules, see the "Getting Started with Call Forwarding Rules" section and the "What Are Rules and Rule-Sets?" section.

Do my dial rules override my system administrator's dial rules?

Q.) Do my dial rules override my system administrator's dial rules?

A.) No, but your personal dial rules can supplement your system administrator's dial rules. When looking for a matching dial rule to follow, Personal Assistant searches your system administrator's dial rules first, then Personal Assistant looks in your personal dial rules (if available) for an applicable rule. Personal Assistant always searches your system administrator's rules first.

You can test how Personal Assistant will recognize a phone number based on your dial rules. For instructions, see the "How to Use the Dial Rule Tester" section.

Why would I want to use a dial rule?

Q.) Why would I want to use a dial rule?

A.) Create a dial rule to insert a prefix before a number, or strip a prefix from a number. It is unlikely that you will need to configure your dial rules, as this feature is primarily handled by your system administrator. However, in unusual cases, you might want to configure dial rules to insert a special access code or long distance prefix in front of particular phone numbers. For help with dial rules, see the "Setting Dial Rules" section.

Note that dial rules are considered an advanced user feature.

Why would I use the Alternate Name feature?

Q.) Why would I use the Alternate Name feature?

A.) Use the Alternate Name feature to establish another name by which Personal Assistant can recognize you. Note that Personal Assistant already anticipates common shortened names, such as Bill for William.

An alternate name can help people reach you using speech-enabled dialing if your name is hard to pronounce. For more information and examples, see the "Using the Alternate Name Feature" section.


Note   After you establish your alternate name on the Settings page, Personal Assistant cannot use your alternate name until your system administrator refreshes your company's system information.

Why did my rule specifying time-of-day fail to work?

Q.) Why did my rule specifying time-of-day fail to work?

A.) Check whether you have used the 24-hour clock correctly. For example, a rule that forwards calls between 8 am and 5 pm corresponds to 0800 - 1700 on the Rules page.

Also, make sure that Personal Assistant knows your time zone. From the main menu, choose Preferences > Settings, then go to the time zone section of the Settings page.

Can I re-record the spoken name that Personal Assistant uses to identify me?

Q.) I don't like how my spoken name sounds. How do I re-record it?

A.) Choose Preferences > Settings from the main menu and click the Reset Spoken Name button. The next time you call Personal Assistant, it will prompt you to say your name again.


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Posted: Thu Apr 24 14:13:58 PDT 2003
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