Poly CCX - Assistant Options

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 Cisco
BroadWorks BroadCloud portal.
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.
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.
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
Assistants can answer, reject, or ignore any 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.
When Call Screening is enabled, incoming call notifications also display on the
executive's phone, and the executive can choose to answer the call.
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Chapter 15 Cisco BroadWorks Features