Page 2 - CallPilot Reference Guide; Copyright © 2001 Nortel Networks
2 P0919417 02.2 CallPilot Reference Guide Copyright © 2001 Nortel Networks All rights reserved. 2001. The information in this document is subject to change without notice. The statements, configurations, technical data, and recommendations in this document are believed to be accurate and reliable, b...
Page 3 - Contents
3 CallPilot Reference Guide Contents Chapter 1How to use this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Conventions and symbols used in this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Chapter 2Using CallPilot . . . . ...
Page 7 - Conventions and symbols used in this guide; PLAY
7 CallPilot Reference Guide Chapter 1How to use this guide This guide gives you detailed information about using CallPilot features on CallPilot 150 and Business Communications Manager 2.5 systems. To use this guide, you must determine which phone interface you use, and follow the procedures for tha...
Page 9 - How CallPilot works; One line display phones
9 CallPilot Reference Guide Chapter 2Using CallPilot How CallPilot works CallPilot works with the telephone system to provide an automated receptionist service.CallPilot answers incoming calls, routes them to extensions and mailboxes in the system, and provides message taking capability. About displ...
Page 10 - About telephone buttons
10 Chapter 2 Using CallPilot P0919417 02.2 About telephone buttons This table shows the Nortel Networks Business Series Terminal buttons. Use the buttons that pertain to the type of telephone you use. You can enter ≤ , ƒ or ƒ and the code to use a feature. For example, press ≤·°⁄ to access your mail...
Page 11 - Using the dialpad; BKSP
Chapter 2 Using CallPilot 11 CallPilot Reference Guide Using CallPilot with an analog terminal adapter or an analog station module One or more analog single-line sets can be connected to telephone system using an Analog Terminal Adapter (ATA) or an Analog Station Module (ASM). This type of set works...
Page 12 - CallPilot voice prompts; Interrupting a voice prompt
12 Chapter 2 Using CallPilot P0919417 02.2 An example of a display with fewer than 16 characters, where the command line prompt remains on the display is the Pswd: command line prompt. The prompt disappears for these command line prompts: • Name: • Log: • Dest ph: This display shows the Name: comman...
Page 13 - Automated Attendant
Chapter 2 Using CallPilot 13 CallPilot Reference Guide Automated Attendant The Automated Attendant acts as a receptionist for incoming calls. When it is enabled, the Automated Attendant answers your company’s incoming phone lines depending on the time of day. If callers know which option they want, ...
Page 14 - Types of mailboxes; Subscriber mailbox
14 Chapter 2 Using CallPilot P0919417 02.2 Types of mailboxes A mailbox is a storage place for messages. There are three types of mailboxes: • Subscriber mailboxes, which include Guest mailboxes • Information mailboxes • Special mailboxes, which include the General Delivery Mailbox and the System Ad...
Page 15 - Special mailboxes; General Delivery Mailbox
Chapter 2 Using CallPilot 15 CallPilot Reference Guide Special mailboxes Special mailboxes are set up automatically when CallPilot is initialized. The Special mailboxes include: • General Delivery Mailbox • System Administrator Mailbox General Delivery Mailbox The General Delivery Mailbox stores mes...
Page 17 - Initializing your mailbox; To initialize your mailbox; OK
17 CallPilot Reference Guide Chapter 3Setting up your mailbox This chapter describes how to set up your mailbox and explains: • Initializing your mailbox • Checking which mailbox interface you use • Opening your mailbox • Changing your mailbox password • Recording your name in the Company Directory ...
Page 18 - Checking which mailbox interface you use; To check which mailbox interface you use
18 Chapter 3 Setting up your mailbox P0919417 02.2 After you initialize your mailbox, record your mailbox greetings.Refer to “Recording a Primary or Alternate mailbox greeting” on page 29 for more information. If you do not record a Personal greeting, your Company Directory name plays to callers who...
Page 19 - Opening your mailbox; To open an initialized mailbox - Norstar Voice Mail
Chapter 3 Setting up your mailbox 19 CallPilot Reference Guide Opening your mailbox After you initialize your mailbox you can open it from: • your own extension • another CallPilot extension • an outside tone dial phone To open an initialized mailbox - Norstar Voice Mail To open an initialized mailb...
Page 20 - Changing your mailbox password; To change your password; Password expiry; ADMIN
20 Chapter 3 Setting up your mailbox P0919417 02.2 Changing your mailbox password You can change your mailbox password at any time. A password must be from four to eight digits long and cannot start with zero. It is recommended that you change your password every 30 days. Keep your mailbox secure by...
Page 21 - Recording your name in the Company Directory; To record your name in the Company Directory
Chapter 3 Setting up your mailbox 21 CallPilot Reference Guide Recording your name in the Company Directory The Company Directory is a list of mailbox users on the CallPilot system. Before you can use your mailbox to receive messages, you must record your spoken name in the Company Directory. It is ...
Page 22 - Assigning a Target Attendant; To assign a personal Target Attendant; ASST
22 Chapter 3 Setting up your mailbox P0919417 02.2 Assigning a Target Attendant You can assign a Target Attendant to answer calls transferred from your mailbox. The default Target Attendant for your mailbox is the CallPilot Operator. The Target Attendant can be assigned to any valid extension. After...
Page 23 - Feature codes
23 CallPilot Reference Guide Chapter 4Feature codes and mailbox options Feature codes For information on programing a feature code onto a memory button of a display phone, refer to “Programming a memory button with a feature code” on page 24 . Feature code name Dialpad buttons Description Leave Mess...
Page 24 - Programming a memory button with a feature code
24 Chapter 4 Feature codes and mailbox options P0919417 02.2 Programming a memory button with a feature code Each CallPilot feature code can be programmed to a single memory button. Use the paper labels that come with your telephone to identify the programmed button. To use the feature, press the la...
Page 25 - CallPilot mailbox options; FIRST
Chapter 4 Feature codes and mailbox options 25 CallPilot Reference Guide CallPilot mailbox options Norstar Voice Mail mailbox options Mailbox option Display button Dialpad buttons Description Page Greetings GRTG °¤ Record and select personal mailbox greetings. 43 Password Change PSWD °› Change your ...
Page 27 - Types of mailbox greetings; Primary mailbox greeting
27 CallPilot Reference Guide Chapter 5Greetings This chapter describes mailbox greetings and how to record them. This chapter includes: • Types of mailbox greetings • Recording a Primary or Alternate mailbox greeting • Recording a Personalized mailbox greeting • Deleting a Personalized mailbox greet...
Page 28 - Personalized mailbox greeting
28 Chapter 5 Greetings P0919417 02.2 Personalized mailbox greeting Personalized mailbox greetings are available only if your company subscribes to Caller ID (CLID) service from your local telephone company. For more information about CLID, ask your System Administrator. A Personalized mailbox greeti...
Page 29 - Recording a Primary or Alternate mailbox greeting; To record a Primary or Alternate mailbox greeting
Chapter 5 Greetings 29 CallPilot Reference Guide Recording a Primary or Alternate mailbox greeting Only a Primary mailbox greeting is necessary, but you can record an Alternate mailbox greeting for times when you are out of the office, such as vacations. If you do not record any mailbox greetings, y...
Page 30 - Choosing a Primary or Alternate mailbox; To choose a Primary or Alternate mailbox greeting
30 Chapter 5 Greetings P0919417 02.2 Choosing a Primary or Alternate mailbox greeting If you record a Primary and an Alternate mailbox greeting, you must choose which greeting plays. If you do not choose a greeting, the Primary mailbox greeting plays automatically. If you choose the Alternate mailbo...
Page 31 - CHNG
Chapter 5 Greetings 31 CallPilot Reference Guide 5 If you choose the Alternate mailbox greeting, you are asked whether the mailbox can accept messages.Press CHNG or ⁄ to toggle from yes to no orpress OK or £ to accept. 6 Press ® to end the session. Note: If you choose a greeting that is not yet reco...
Page 32 - Recording a Personalized mailbox greeting; To record a Personalized mailbox greeting
32 Chapter 5 Greetings P0919417 02.2 Recording a Personalized mailbox greeting If your company subscribes to a CLID service, you can record a Personalized mailbox greeting. For more information about CLID, ask your System Administrator. A Personalized mailbox greeting plays only for a person calling...
Page 33 - Deleting a Personalized mailbox greeting; To delete a Personalized mailbox greeting
Chapter 5 Greetings 33 CallPilot Reference Guide Deleting a Personalized mailbox greeting If you no longer need a Personalized mailbox greeting, you can delete it. To delete a Personalized mailbox greeting 8 At the tone, record the greeting and press OK or £ to end the recording. 9 Press OK or £ to ...
Page 35 - Receiving calls
35 CallPilot Reference Guide Chapter 6Accessing your messages This chapter describes how to access your messages and explains: • Receiving calls • Never Full mailbox feature • Playing your messages • Retrieving erased messages • Screening your calls • Interrupting a caller Receiving calls CallPilot ...
Page 36 - Playing your messages; To play your messages - Norstar Voice Mail; COPY
36 Chapter 6 Accessing your messages P0919417 02.2 Playing your messages Use the procedure for playing your messages that corresponds to the interface you use: • “To play your messages - Norstar Voice Mail ” on page 36 • “To play your messages - CallPilot” on page 38 To play your messages - Norstar ...
Page 37 - REPLY
Chapter 6 Accessing your messages 37 CallPilot Reference Guide Notes: 1 Because your mailbox has limited message storage space, delete any messages you no longer need. After a certain time period, your saved messages are erased automatically. Ask your System Administrator about this. 2 You can retri...
Page 38 - To play your messages - CallPilot
38 Chapter 6 Accessing your messages P0919417 02.2 3 Applies only if the Reply feature is enabled. 4 You can reply to an outside caller by dialing them back if your company subscribes to Caller ID (CLID) service. For further information about replying to an outside caller refer to “Replying to an ex...
Page 40 - Retrieving erased messages; To retrieve an erased message - Norstar Voice Mail; To retrieve an erased message - CallPilot
40 Chapter 6 Accessing your messages P0919417 02.2 Retrieving erased messages You can retrieve an erased message if you are still in the CallPilot session. An erased message remains in your mailbox until you end the current CallPilot session. After you play your messages and exit CallPilot, any mess...
Page 41 - Screening your calls; To use Call Screening; ANS
Chapter 6 Accessing your messages 41 CallPilot Reference Guide Screening your calls With Call Screening you can determine who is calling before you accept the call. Call Screening applies only to external calls transferred from the Automated Attendant or from Custom Call Routing (CCR). See your Syst...
Page 42 - Interrupting a caller; To interrupt a caller
42 Chapter 6 Accessing your messages P0919417 02.2 Interrupting a caller With the Interrupt feature ( ≤·°‡ ) you can intercept a caller who is listening to your mailbox greeting or leaving a message. You can program the Interrupt feature to a memory button with an indicator on your Nortel Networks t...
Page 43 - Recording and sending messages
43 CallPilot Reference Guide Chapter 7Sending messages This chapter describes how to send messages and explains: • Recording and sending messages • Searching the Company Directory • Assigning message delivery options • Sending a message to more than one recipient • Replying to messages • Placing a c...
Page 48 - Searching the Company Directory; To search the Company Directory
48 Chapter 7 Sending messages P0919417 02.2 Searching the Company Directory If you know the name but not the mailbox number of someone you want to send a message to, you can search the Company Directory. You can find any initialized mailbox by searching the Company Directory. By default, you can pre...
Page 49 - Assigning message delivery options; Message delivery options
Chapter 7 Sending messages 49 CallPilot Reference Guide Assigning message delivery options Use the procedure for the interface you use: • “To assign message delivery options - Norstar Voice Mail ” on page 50 • “To assign message delivery options - CallPilot” on page 51 Message delivery options The C...
Page 50 - To assign message delivery options - Norstar Voice Mail
50 Chapter 7 Sending messages P0919417 02.2 To assign message delivery options - Norstar Voice Mail 1 Record your message using “To record and send a message using the Open Mailbox feature - Norstar Voice Mail” on page 44 or “To record and send a message using the Leave Message feature - Norstar Voi...
Page 51 - To assign message delivery options - CallPilot
Chapter 7 Sending messages 51 CallPilot Reference Guide For more information about the message delivery refer to “Message delivery options” on page 49 . To assign message delivery options - CallPilot 9 Press SEND or £ to send the message now orpress • to cancel all delivery options. 10 Press ® to en...
Page 53 - Sending a message to more than one recipient; Sending a message to a Group List; Mbox; DIR; Forwarding a copy of a message to one or more recipients
Chapter 7 Sending messages 53 CallPilot Reference Guide Sending a message to more than one recipient Sending a message to a Group List A Group List is a list of mailbox owners. If you have a group of people that you frequently send messages to, you can send the message to a Group List. When you send...
Page 54 - Replying to messages; Replying to an internal caller
54 Chapter 7 Sending messages P0919417 02.2 Replying to messages You can reply to internal and external callers. You can reply to a message from an external caller if your company subscribes to CLID. Use the procedure for replying to messages that applies to the interface you use: • “To reply to an ...
Page 55 - To reply to an internal caller - CallPilot
Chapter 7 Sending messages 55 CallPilot Reference Guide To reply to an internal caller - CallPilot 1 Press ≤·°⁄ Follow the voice prompts or the display button options on your telephone to open your mailbox. 2 A mailbox summary is announced.While you are in your message list, you can play any message...
Page 56 - Replying to an external caller; To reply to an external caller - Norstar Voice Mail
56 Chapter 7 Sending messages P0919417 02.2 Replying to an external caller You can reply to a message from an external caller if your company subscribes to CLID. Before using the Reply option you must play the message. Use the procedure that applies to the interface you use: • “To reply to an extern...
Page 57 - Placing a call with Thru-Dial; When to use Thru-Dial; Examples of using Thru-Dial; To place a Thru-Dial call
Chapter 7 Sending messages 57 CallPilot Reference Guide Placing a call with Thru-Dial With Thru-Dial you can call another number while you are logged on to your mailbox, or if you call someone's extension and reach their voicemail. When to use Thru-Dial When you are making a call, you can make a sec...
Page 58 - To search the Company Directory while placing a Thru-Dial call; To use Thru-Dial to reach your Target Attendant
58 Chapter 7 Sending messages P0919417 02.2 To search the Company Directory while placing a Thru-Dial call If you enter a name instead of a number with Thru-Dial, CallPilot places the call as soon as it finds a match for the name. 1 Open your mailbox: • If you are calling remotely press •• during yo...
Page 59 - Call Forwarding your calls to your mailbox; CANCEL
59 CallPilot Reference Guide Chapter 8Call Forwarding your calls You can call forward your calls if you do want your calls to go to CallPilot immediately, without ringing at your extension. For example, you can set up Call Forwarding if you are not going to be in the office and you do not want your ...
Page 60 - Setting up Call Forward remotely; To set up Call Forward remotely
60 Chapter 8 Call Forwarding your calls P0919417 02.2 Setting up Call Forward remotely When you are away from the office you can forward your calls to your mailbox by using the dialpad of any tone dial telephone. To set up Call Forward remotely 1 Call the Automated Attendant or your business telepho...
Page 61 - Call Forward with Caller ID; To turn Call Forward with CLID on or off; Call Forward on Busy overrides CLID
Chapter 8 Call Forwarding your calls 61 CallPilot Reference Guide Call Forward with Caller ID The Call Forward with Caller ID (CLID) feature is available only if your company subscribes to a CLID service. If you are not sure whether your company subscribes to a CLID service, ask your System Administ...
Page 63 - Transferring calls to a CallPilot mailbox; To transfer a call to a mailbox from your telephone
63 CallPilot Reference Guide Chapter 9Transferring calls This chapter describes transferring calls and explains: • Transferring calls to a CallPilot mailbox • Transferring a mailbox owner’s call to their mailbox • Transferring a call to Custom Call Routing (CCR) • About Outbound Transfer • Setting u...
Page 64 - Transferring a mailbox owner’s call to their mailbox; To transfer a mailbox owner’s call to their mailbox; Call transferred
64 Chapter 9 Transferring calls P0919417 02.2 Transferring a mailbox owner’s call to their mailbox You can transfer a mailbox owner’s call to their CallPilot mailbox so that they can change their greetings or retrieve their messages. To transfer a mailbox owner’s call to their mailbox 1 Press ≤·°fl ....
Page 65 - Transferring a call to Custom Call Routing (CCR); To transfer a call to a CCR Tree
Chapter 9 Transferring calls 65 CallPilot Reference Guide Transferring a call to Custom Call Routing (CCR) CCR is a single-digit application that provides callers with a more sophisticated menu and a wider range of options than the Automated Attendant. Callers can use CCR to: • listen to the Home me...
Page 66 - About Outbound Transfer; Adding special characters to a destination number; ADD
66 Chapter 9 Transferring calls P0919417 02.2 About Outbound Transfer You can set up Outbound Transfer to transfer a caller who reaches your mailbox to a number that you assign. A caller can use Outbound Transfer from any tone dial telephone, and you can direct your Outbound Transfer calls to any te...
Page 67 - Setting up Outbound Transfer; To set up Outbound Transfer to a phone number
Chapter 9 Transferring calls 67 CallPilot Reference Guide Setting up Outbound Transfer To set up Outbound Transfer to a phone number Adding special characters to a destination number Press Description ¤ or DIGS to resume adding digits to the destination phone number ‹ or PAUS to enter a timed pause ...
Page 68 - To set up Outbound Transfer to an extension
68 Chapter 9 Transferring calls P0919417 02.2 To set up Outbound Transfer to an extension 6 Press OK or £ to accept the destination number, represented by <x>orpress ADD or ¤ to add special characters. For information, refer to “Adding special characters to a destination number” on page 66 . A...
Page 69 - Turning Outbound Transfer on or off; To turn Outbound Transfer on or off
Chapter 9 Transferring calls 69 CallPilot Reference Guide Turning Outbound Transfer on or off You can turn Outbound Transfer on or off at any time after you set it up. Turning Outbound Transfer off does not affect any of its assigned parameters. To turn Outbound Transfer on or off 1 Press ≤ ·°⁄ . Fo...
Page 70 - Optimizing Outbound Transfer; £fififi⁄¤‹›; Programming Outbound Transfer when CallPilot is behind a PBX; ·£›¤fififi⁄¤‹›
70 Chapter 9 Transferring calls P0919417 02.2 Optimizing Outbound Transfer When CallPilot transfers a call to an external telephone number using Outbound Transfer, two lines are used. An incoming line connects a caller to a mailbox and an outgoing line transfers a caller to an Outbound Transfer tele...
Page 71 - About Off-premise Message Notification; Phone
71 CallPilot Reference Guide Chapter 10Off-premise Message Notification This chapter describes how to set up and change Off-premise Message Notification and explains: • About Off-premise Message Notification • Setting up Off-premise Message Notification • Changing Off-premise Message Notification • ...
Page 72 - Off-premise Message Notification parameters
72 Chapter 10 Off-premise Message Notification P0919417 02.2 Off-premise Message Notification parameters You can set up the parameters for Off-premise Message Notification from any tone dial phone. The parameters are: • destination type (phone, extension or pager) • destination number (phone, extens...
Page 73 - Setting up Off-premise Message Notification; To set up Off-premise Message Notification to a phone number; NOTIF
Chapter 10 Off-premise Message Notification 73 CallPilot Reference Guide Setting up Off-premise Message Notification Follow these instructions if you are setting up Off-premise Message Notification for the first time. If you have already set up Off-premise Message Notification, refer to the section ...
Page 76 - To set up Off-premise Message Notification to an extension
76 Chapter 10 Off-premise Message Notification P0919417 02.2 To set up Off-premise Message Notification to an extension 1 Press ≤ ·°⁄ . Follow the voice prompts or the display button options to open your mailbox. 2 If you use the CallPilot interface: • Press °fi to open the Mailbox Tools • Press NOTI...
Page 78 - Setting up Off-premise Message Notification to a pager number; Example of a destination pager number; £›¤fififi⁄¤‹›£‹; To set up Off-premise Message Notification to a pager
78 Chapter 10 Off-premise Message Notification P0919417 02.2 Setting up Off-premise Message Notification to a pager number Example of a destination pager number If you are assigning a pager destination number from behind a PBX, remember to insert a · (depending on your system) before the £ to access...
Page 83 - Changing Off-premise Message Notification; To change the time range or type of message parameters; NO
Chapter 10 Off-premise Message Notification 83 CallPilot Reference Guide Changing Off-premise Message Notification You can change the parameters and destinations for Off-Premise Message Notification. Refer to “Off-premise Message Notification parameters” on page 72 for more information about paramet...
Page 85 - To change the destination from phone to another destination
Chapter 10 Off-premise Message Notification 85 CallPilot Reference Guide To change the destination from phone to another destination 1 Press ≤ ·°⁄ . Follow the voice prompts or the display button options to open your mailbox. 2 If you use the CallPilot interface: • Press °fi to open the Mailbox Tools...
Page 87 - To change the destination from pager to phone or extension
Chapter 10 Off-premise Message Notification 87 CallPilot Reference Guide To change the destination from pager to phone or extension 1 Press ≤ ·°⁄ . Follow the voice prompts or the display button options to open your mailbox. 2 If you use the CallPilot interface: • Press °fi to open the Mailbox Tools ...
Page 89 - To change the destination from phone or extension to pager
Chapter 10 Off-premise Message Notification 89 CallPilot Reference Guide To change the destination from phone or extension to pager 1 Press ≤ ·°⁄ . Follow the voice prompts or the display button options to open your mailbox. 2 If you use the CallPilot interface: • Press °fi to open the Mailbox Tools ...
Page 91 - Deleting a destination number; To delete a destination number
Chapter 10 Off-premise Message Notification 91 CallPilot Reference Guide Deleting a destination number If you have more than one destination number for Off-premise Message Notification, you can delete a destination. To delete a destination number 1 Press ≤ ·°⁄ . Follow the voice prompts or the displ...
Page 92 - Adding a destination number; To add a destination number
92 Chapter 10 Off-premise Message Notification P0919417 02.2 Adding a destination number Use this procedure if you have set up Off-premise Message Notification and you want to add another destination number. You can have up to five destination numbers. To add a destination number 1 Press ≤ ·°⁄ . Fol...
Page 93 - Turning Off-premise Message Notification on or off; To turn Off-premise Message Notification on or off
Chapter 10 Off-premise Message Notification 93 CallPilot Reference Guide Turning Off-premise Message Notification on or off You can turn Off-premise Message Notification on or off at any time. If you turn Off-premise Message Notification off, you do not affect any of the assigned parameters. To turn...
Page 95 - About Call Record; To record a call; QUIT
95 CallPilot Reference Guide Chapter 11Recording a call About Call Record With Call Record ≤·°· you can record an active telephone call and put the resulting message in your mailbox. Before you activate Call Record, ask the parties on the call for permission to record the call. The maximum length of...
Page 97 - About Broadcast messages
97 CallPilot Reference Guide Chapter 12Broadcast and Information messages About Broadcast messages You can ask the System Administrator to send a Broadcast message if you need to send a message to every initialized mailbox on your phone system. You can ask the System Administrator to send a Broadcas...
Page 98 - Recording an Information mailbox greeting; REC
98 Chapter 12 Broadcast and Information messages P0919417 02.2 Recording an Information mailbox greeting Before you record an Information mailbox greeting, you must determine what the greeting includes. Be sure to include important times and dates. For example: “Paddy’s Dance Studio proudly presents...
Page 101 - Not in service
101 CallPilot Reference Guide Chapter 14Troubleshooting This chapter describes some problems that can occur when you use CallPilot.Some typical problems are listed and what to do if they occur. The Automated Attendant transfers some callers to the General Delivery Mailbox CallPilot requires a tone s...
Page 105 - Glossary
105 CallPilot Reference Guide Glossary Administration The tasks involved in maintaining CallPilot mailboxes, greetings and set up configuration. Alternate greeting A greeting recorded for a Personal mailbox and played on occasions such as absence, illness, or vacation. Attendant sign On/Off The task...
Page 109 - Index
CallPilot Reference Guide 109 Index A Alert tone 61 Alternate greeting 27, 99 Alternate Language 13 Analog station module (ASM) 11 Analog terminal adapter (ATA) 11 Automated Attendant 41, 101 B Broadcast message about 97recording 97 C Call Forward canceling 59remote, setting up 60setting up 59with C...