Set up a phone menu on your number

Turn any number into an auto-attendant from Settings → Numbers: open the number's Phone menu editor, write a greeting, map digits to destinations, and click Turn on menu.

For multi-step setups — a business-hours check before the menu, sub-menus, announcements, named voicemail boxes — use a call flow instead. It starts from presets and does everything a phone menu does.

Before you start

• Phone menus (IVR) are included on the Growth and Enterprise plans.
• Only owners and admins can edit menus.

Step-by-step

1. Click Settings in the left sidebar, then Numbers.

2. Click the number's cube under Your numbers to open its settings, then under How calls answer click Configure next to Phone menu. The editor expands below.

3. Write the GREETING — this is spoken to every caller, so state the options: "Thanks for calling. Press 1 for sales, 2 for support."

4. Under WHEN THE CALLER PRESSES…, set each digit's destination: Forward to number (enter the outside number), Ring my team, Take a voicemail, or AI agent answers (the agent connected to this number). To put a second AI agent on a key, use Add another AI agent on the AI agent screen — it builds or extends this menu for you (see Add another AI agent).

5. Click Add option to map more digits — up to twelve (1–9, 0, *, #), each used once.

6. Click Turn on menu. The number's mode changes to Phone menu (IVR) and a LIVE badge appears in the editor.

7. Call your number to hear the menu and test each option.

Callers who don't press anything go to voicemail — make sure your voicemail greeting is set.

Related articles

• Phone menus (IVR)
• Number voice modes
• Voicemail — set up your greeting