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Creating and Using Auto Attendants in the PATLive Flex Platform

Discover how to create and use auto attendants in the PATLive Flex Platform. Route calls, add bilingual options, and greet callers with a professional message.

The PATLive Web App, powered by the PATLive Flex Platform, makes it easy to set up an auto attendant (sometimes called a call menu). Adding an auto attendant to your setup is like a virtual front desk for your phone line, helping your business deliver a smoother, more professional caller experience. It also saves your team time by automatically routing calls where they belong. 

 

How Auto Attendants Save Time & Streamline Calls 

With auto attendants, you can: 

  • Ensure every caller is greeted consistently with a professional message 
  • Offer bilingual or department-specific options without extra staff 
  • Direct routine calls to voicemail or self-service menus to save receptionist minutes 
  • Route urgent calls straight to a live receptionist or on-call team member 
  • Customize menus for special events or seasonal changes 

It’s an easy way to make your business feel bigger, more polished, and always available. 

 

Step 1: Sign In 

Go to the web app at  flex.patlive.com and sign in with your PATLive credentials. 


Step 2: Access System Settings
 

  • Click your avatar in the top right corner of the screen (it will show your initials until you upload a profile photo). 
  • Select System Settings from the dropdown menu. 


Step 3: Open Auto Attendants
 

  • In the left-hand navigation, click Auto Attendants
  • To add a new auto attendant, click the “+” button next to the search box in the top right corner. 


Step 4: Name Your Auto Attendant
 

  • Enter a clear, descriptive name so you can easily tell it apart from other auto attendants later. 


Step 5: Choose a Greeting
 

This is the message callers will hear when the auto attendant answers. You can: 

  • Upload an audio file
  • Click “or create a new one” to record a new greeting. 
  • Contact our support team to have your greeting professionally recorded by our in-house voice talent (included at no extra charge). 


Step 6: Set Menu Options
 

Each keypress on the caller’s phone can be assigned to an action. By default, options will show as Disabled

  • Click the “+” icon next to the option you’d like to configure. 
  • Give the menu option a label (i.e., Send to English Script). 
  • Choose an action from the dropdown. Available actions include: 
  • Play an audio file 
  • Send the call to another auto attendant 
  • Forward to an external number 
  • Send to a group 
  • Send to a live receptionist (requires a script on your account. Contact support to set this up) 
  • Send to a submenu 
  • Send to a specific user 
  • Send to a voicemail box 
  • Route using a schedule 

Step 7: Add a Back Option (Recommended) 

A best practice is to set the “*” button to loop back to the same auto attendant. This replays the greeting and allows the caller to choose an option again. 


Step 8: Save & Assign the Auto Attendant
 

  • When your auto attendant is ready, click Save
  • In the left-hand navigation, select Phone Numbers
  • Locate the number you want to update and click the pencil/paper icon to edit its settings. 
  • In the call handling options, assign your new auto attendant so incoming calls route to it. 

Until you assign an auto attendant to a phone number, it will not be active for callers. 

You’re All Set 

Your auto attendant is now live. Try calling your business number to walk through the menu just like a customer would. Need to tweak something later? No problem! Just return to System Settings > Auto Attendants to edit greetings, menu options, or routing rules anytime.