Broadsoft Executive-Assistant; Executive Options - Polycom VVX 150 User Manual

BroadSoft Executive-Assistant

The BroadSoft Executive-Assistant feature enables assistants to monitor and manage calls on an
assigned executive's line and enables executives to filter calls to assigned assistants and set criteria for
filtered calls.
When your system administrator assigns you as an executive or assistant, the Executive
menu icons and soft keys display on your phone.
Private and Shared Lines for Executives and Assistants
Executives and assistants can both have a private and shared line on their phone. Executives can have
private and shared lines that are not managed by an assistant.
The following conditions apply to private or shared lines set as Executive or Assistant:
• For shared lines, the status of any executive calls display on the shared line of the executive and
assistant's phone.
• Assistants can use their private line to place a call or answer calls on behalf of an executive, but
neither an assistant nor executive can view the status of calls on a private line.
• For private lines, executives and assistants can pick up held calls on the executive's phone, but
neither can choose which held call is picked up.

Executive Options

As an executive, you can view a list of assigned assistants, filter calls to assistants assigned to your line,
and set criteria for filtered calls on your line.
Filter Executive Calls
Executives can enable Call Filtering on their phones to send all executive calls directly to an assistant to
answer, and the executive is not alerted of the incoming call.
Procedure
1. On the Home screen of the executive's phone, select Executive.
2. Select Call Filtering then select On.
Set a Filter Criteria for Filtered Calls
Executives can determine which types of calls are filtered to an assistant by choosing whether to filter all
calls, internal calls, external calls, or calls as specified in an extended filter, which executives can create
and edit in the BroadSoft BroadCloud portal.
Procedure
1. On the Home screen of the executive's phone, select Executive.
2. Select Filter Criteria.
3. Choose one of the following:
• All Calls
• Internal Calls
Polycom, Inc.
Shared Lines
or Assistant
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