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
• External Calls
• Extended Filter
Screen Executive Calls
Executives can enable Call Screening, which displays the incoming call notification for all filtered
executive calls on the executive's phone.
Call Screening is only available when Call Filtering is enabled.
Procedure
1. On the Home screen of the executive’s phone, select Executive.
2. Select Call Screen then select On.
View a List of Assigned Assistants
Executives can view a list of assigned assistants and see which assistants have opted-in or out of
accepting filtered calls for the executive.
Procedure
1. On the Home screen of the executive’s phone, select Executive.
2. Select Assigned Assistants.
Assistant Options
Assistants can monitor an executive's calls, place calls on behalf of an executive, filter and divert
executive calls, and opt-in or out of monitoring calls for an executive.
Answering Executive Calls
When a call is placed to an executive's line and Call Filtering is enabled, the call is displayed on the
assistant's phone only. Incoming call notifications for an executive call display with the executive's name
in the notification on the assistant's phone. Assistants can answer, reject, or ignore any executive calls.
When Call Screening is enabled, incoming call notifications also display on the executive's phone, and
the executive can choose to answer the call.
BroadSoft Features
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