Setting Up A Call Menu

A call menu (also called an auto attendant or IVR) lets callers choose where to go by pressing a number — for example, "Press 1 for Sales, Press 2 for Support." This guide walks you through creating a menu and configuring options.

Access the Menus Area

1. Open the Talkroute desktop application or visit my.talkroute.com.

   If you do not have the desktop application installed, download it here: talkroute.com/downloads

2. Click the gear icon in the lower left corner to access Settings & Preferences.
    

3. Select Menus from the left menu under Phone System > Call Routing.

   

    

From here you can view your existing menus, add new menus (Pro plan), and configure menu options.

Menu Settings

Click the gear icon next to a menu to access its settings:

• Menu Name: A label to identify this menu (e.g., "Main Call Menu").
• Menu audio file: The recording callers hear when they reach this menu (e.g., "Press 1 for Sales, Press 2 for Support"). You can select an existing audio file, record a new one, or upload your own. See Record Your Greetings & Voicemail for more info.
• Virtual Number Assignment: Select which virtual phone number(s) should route to this menu. See Assign a Virtual Phone Number below.

Click Save Menu when finished.

Assign a Virtual Phone Number

Your call menu won't receive calls until you assign a virtual phone number to it. There are two ways to do this:

Option 1: From the Menu Settings

1. In the Menus area, click the gear icon next to the menu you want to configure.
    

2. Under Virtual Number Assignment, check the box next to each virtual phone number you want to route to this menu.

   
    

3. Click Save Menu.

Option 2: From the Virtual Phone Number Settings

1. Go to Settings → Virtual Phone Numbers and click the gear icon next to the number you want to configure.
    
2. Under Choose where to route incoming calls, select Go to Other Destination.
    

3. Set the destination type to Go to a Menu and select the menu from the dropdown.

   

    

4. Click Save Changes.

Configure Menu Options

Menu options determine what happens when a caller presses a number. To add or edit options:

1. Click Show Menu Options to expand the list of options for a menu.
    
2. Click the gear icon next to an existing option to edit it, or click + Add New Menu Option to create a new one.
    

3. Configure the option settings:

   - Number: The digit callers press (0–9).
   - Description: A label for this option (e.g., "Sales" or "Hours of Operation").
   - Audio file: An optional message to play when this option is selected (e.g., "Please hold while we connect you to Sales").
   - Choose where to route incoming calls: Select a destination (see Routing Destinations below).
    

4. Click Save Changes when finished.

Routing Destinations

Each menu option can route to one of the following destinations:

Go to Users & Numbers

Route callers to your team via forwarding phone numbers or desktop users. This works the same as direct call routing on a virtual phone number — you can configure ring strategy (Ring All or Ring In Sequence), add users and numbers, and set a voicemail destination if no one answers.

Go to Other Destination

Route callers to a specific destination without ringing any phones. Use this option for:

• Go to a Menu: Send callers to another menu (for submenus) or back to the same menu (to repeat options).
• Go to a Voicemail Box: Send callers directly to a voicemail box.
• Play an Audio File: Play a recorded message (e.g., hours of operation or directions), then route callers to another destination.

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