Setting up Access Groups, Entry Schedules and Routing Profiles are the three main prerequisites for using the Video Intercom Reader Pro. If you have not read the Video Intercom Reader Pro FAQs, please start with that.
Note: If you are setting up a Unit Connect routing profile you will need to set up Building Management first.
In this article, we will walk through the steps of setting up:
Access Groups
Go to Users > Access Groups
Create your access groups, and give them access. (set up Building Management first If you are going to link to the units)
When creating an access group you have to save the group before you see Link Access Group to Unit.
A. Click the plus + on the top right of the page to create a new access group and give it a name. If you have users in the system you can add them on this page or add them as you add users.
Create Access Groups:
Access:
B. Scroll down to Access and click the arrow on the left to expand the site, then toggle the zone access you want this group to have.
Link Access Group to Unit:
Note: Optional. Only needed if you are setting up a Unit Connect routing profile. Building Management must be set up first.
C. Scroll down to LINK GROUP TO UNIT(S). Choose the building, the Floor, and the Unit you want to be associated with this group.
Entry Schedules
Go to Entry Schedules (Sites > Entry Schedules).
Note: The Entry Schedule is just used to define when the routing profile is active/inactive. We recommend giving them an identifying name and NOT tying them to an entry.
A. Click the plus + at the top right of your page and give the schedule an identifying name.
B. Once you click enter you will be brought to the Edit Entry Schedule page. Set up your event (i.e when the routing profile is active/inactive).
C. Click Save.
Routing Profiles
Go to Devices > Video intercom readers and click on the Video intercom reader you are making changes to.
A. Click the Routing Profile tab at the top of the page and click the plus + to create a new profile.
Note: If you have existing profiles created you can opt to use one that you have already created by using the toggle at the top of the Create intercom profile page.
B. Give the profile a helpful Name.
C. Select the Profile Type. These are the four Profile Types.
Direct Connect - Allows guests to call individual users by stating their names to the Voice Assistant.
Unit Connect - Allows guests to call a group of users by asking for the Unit name/number those users are tied to under the Building Management configurations.
Front Desk Connect - Forwards the intercom call to a configured user/access group.
Visual Voicemail - Records a Visual Voicemail of the guest and notifies all users added to the profile.
D. Select your Profile Schedule. This sets the time frame for when this Intercom Profile will be active. This allows users to not be interrupted by intercom calls outside of business hours or any other pre-set timeframes. The Profile Schedule uses the Entry Schedule(s) you created above.
E. If you choose either Visual Voicemail or Front Desk Connect you can choose to toggle Fallback Only. If Fallback Only is enabled, the profile will not be an option that is provided to the guest when they initiate an intercom session.
Fallback Only configures this Intercom Profile to not be accessible as an option through the Voice Assistant but it then becomes a selectable option for another Intercom Profile to fall back to if no one can be reached through that initial profile interaction.
An example of this may be, the first Intercom Profile being a Direct Connect profile with a set group of users. If a guest asks for a user which cannot be found as part of the group of users applied to the profile, the fallback profile can be another Intercom Profile set up as Front Desk
F. Select your Recipient Groups. This takes the assignment of one or more Access Groups who can be reached by this Intercom Profile. The Access Group should be configured ahead of time before creating the Intercom Profile.
Note: If you use the Visual Voicemail Profile type you will need to choose the notification types, Mobile app, Email, or the Control Center.
You need remote to unlock from the intercom from Mobile app and a Cloud Key for control center unlocks
G. Set up your Backup Configuration. This controls the behavior for ending or transitioning sessions with this Intercom Profile.
Timeout Until Fallback Profile is the amount of time the intercom will wait before falling back to a Farewell Message or other Intercom Profile.
The Farewell message is what will play if the selected Fallback Profile has a different schedule and may be unavailable for periods when the initial profile is available.
An example of this may be, the first Intercom Profile being a Direct Connect profile with a set group of users. If a guest asks for a user which cannot be found as part of the group of users applied to the profile, the fallback profile can be another Intercom Profile set up as Front Desk.
The Fallback Profile allows selection between the Intercom reading the below Farewell Message, or the Intercom moving to a Fallback Intercom Profile to provide the guest with different options or routing.
Related:
How to set up Building Management for the Video Intercom Reader Pro
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