This guide explains how to set up a Teams Auto Attendant using CoreView to route calls and direct callers to the right person, department, or voicemail.
What is an Auto Attendant?
An Auto Attendant is a Microsoft Teams Phone System feature that answers incoming calls, plays greetings, and routes callers based on menu choices, business hours, or dial-by-name/extension.
Prerequisites
Before you start creating an Auto Attendant using CoreView, you should have:
- A Teams Phone Resource Account license (free)
- A Resource Account with the Teams Phone Resource Account license assigned
- A phone number (optional, if direct external calling is required)
- Holiday schedules (recommended if using holiday flows)
How to create an Auto Attendant
Step 1: access the management action
- Navigate to “Actions > Management Actions > Teams > Create Teams auto attendant”.
- This opens the Auto Attendant creation wizard.

Step 2: configure general properties
- In the “General” section, fill out the following details:
- Name: choose a descriptive name (e.g. “Main office auto attendant”).
-
Operator destination: select where callers will be directed:
- No operator
- Person in the organization
- Voice application
- External phone number
- Resource account
- Time zone: set accurately as it affects hours and holidays.
- Language: set the main language for greetings/menu prompts.
- Voice inputs: turn the toggle on to enable voice inputs.

Step 3: configure main call flow (business hours)
- In the “Greeting message” tab, you can:
- Select “No greeting” to skip directly to routing.
- Select “Play an audio file” to upload an audio file (MP3, WAV, or WMA, ≤ 5 MB).
- Select “Type in a greeting message” to add text for text-to-speech (up to 1000 characters).

- In the “Call routing” tab, you can:
- Disconnect the call
-
Redirect the call to one of the following destinations:
- Person in organization
- Resource account
- External phone number (phone number required)
- Voicemail
- Play menu options:
- Upload audio or type a text-to-speech prompt (up to 1000 characters
- Map keys 0–9 to destinations.


Step 4: configure after-hours call flow
In the “Business hours” section, you can define separate call flows for outside business hours.

Step 5: configure holiday call flow
In the “Call flow during holidays” section, you can assign routing for specific dates:
- Select pre-created holidays from the “Holidays” report
- Apply a unique greeting/destination per holiday

Step 6: set dial scope
In the “Dial scope” section, you can define the users/groups that will appear for “dial by name” or “dial by extension”.
Note: these are only reachable if the users/groups have the Teams app installed.

Step 7: add resource accounts (required)
In the “Resource accounts” section, you must link one (or more) resource account(s) to this auto attendant.

Step 8: assign authorized users
In the “Authorized users” section, you can specify who can manage this auto attendant in CoreView.

Step 9: review and complete
Review your settings and click “Submit” to create the auto attendant.