ESI Phone System Training
Adcom/Valentine Systems
Answering and Placing Calls
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Answering Incoming Calls
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Pick up the handset or press the speaker phone
button
Placing outside calls
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Press 9 to pickup to select the first available
outside line.
OR a line button if you phone is programmed with
line buttons, then dial the phone number you wish
to call
Answer call ringing to another station

Answer call ringing to another station
– *P/UP then press extension button or
enter extension #
Intercom Calls
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Placing intercom calls
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Pick up the handset and dial the extension
number of the person you would like to intercom
or the speed dial button.
For speaker phone operation, directly dial the
extension or use the soft feature key
Department Answer Positions
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ACD Call Routing- Distributes calls
automatically to users who are currently
logged into the ACD center.
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If all agents are busy, the call is placed in a
holding queue until an agent is available.
Allows system managers to view call logs
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Shows times of user logons/logoffs
Displays number of calls taken, as well as the number of
calls missed by each member.
ACD Users
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ACD Logon
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ACD Logoff
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To logon, press the programmed ACD button
To Logoff, simply press the ACD button again.
ACD Warnings
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If you are forced out, your ACD button will flash
red to alert you that a call was missed and the
system has logged you off.
System Hold Key
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Places the caller on hold to be pickup at any station.
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Press Red Hold Key put caller on hold
Note the line number on the Display
Or if line keys are programmed note the flashing green line
button
To retrieve a call on hold
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Press the hold key followed by the line number (use the
number on the dial pad)
Or press the line button if programmed
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Wait for the connect tone
Exclusive Hold
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Exclusive held calls can only be pickup from the
extension that put the call on hold

To put a call on exclusive hold
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Press and hold the red hold key for at least 1 second. The
display will show an “E” next to the line number.
To retrieve a call on exclusive hold
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Press the hold key followed by the line number (use the
number on the dial pad)
Or press the line button if programmed
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Wait for the connect tone
Paging
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System Paging–
Press the Page Button “#” followed by the paging
zone

Paging Zones
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“1” Page selective l phones
Transferring Calls

Transferring calls–
Supervised Transfer- allows you to ring an extension and inform
the user that you are transferring a call to them and who the caller
is.
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Blind Transfer- directly transfers a call to the destination
extension
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While on a call, press the desired station key or press the transfer key
and dial the extension number
This will ring the destination extension and allow you to inform them of
the call. When you hang up, the call will be transferred.
If the person does not want the call simply press the FLASH key. And
you will be now talking to the outside caller.
While on a call, press the desired station key or press the transfer key
and dial the extension number and hang up or press release
Transfer to Voice Mail
While connected to an outside party, press the blue voicemail key
followed by the extension number or soft feature key and hang up
Help Key
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Provides brief description of main phone
features
Provides access to Complete User Tutorial
–
Can be accessed by pressing the Help key and
selecting option 4 then option 1
Voice Mail
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Recording and selecting greetings
Accessing voice mail
Setting password and password level
Retrieving messages
Retrieving messages from recycle bin
Personal Greeting
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The system allows you to store up to 3
personal greeting
You then can simply select the on you want
to use
This can even be done from outside the
office
Recording and Selecting Greetings
using Program Button
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Press the Program button then option 1.
Please note you must enter 1,2 or 3 followed
by # to select the greeting to record or to use.
The system will talk you through setting up
your greetings.
Recording and selecting greetings
using Personal Greeting Buttons
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Simply hit the personal greeting button
immediately followed by the record button.
To select which greeting to use simply press
the greeting button and hang up
The current greeting button will be lit green
Recording and Selecting Greetings
Remotely
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To remotely program your greeting, at the
auto attendant greeting, press * followed by
your extension number, then press 5 and the
system will talk you through the
programming.
If you have a password you will be prompted
to enter it
Personal Greeting Features
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Greeting Two and three have special features
Greeting # 2 has a find me feature. Call can be
forwarded to an outside number as per the callers
request by pressing 4
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Phone delivery must be programmed.
Greeting # 3 has a page feature. Just inform the
outside call to press 3 to have me paged.
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Directory names must be recorded
Setting up the Find Me Feature
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Program your remote phone number ‘cell
phone”
Press Program 621 and enter you remote
phone number followed by #
Use Greeting 2 and prompt user to press 4 to
be transferred to your cell phone
Setup Message Notification
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Program your remote phone number ‘cell
phone”
Press Program 621 and enter you remote
phone number followed by #
Press Program 611 to turn on message
notification to your listed phone number.
Voice Mail Settings and Security
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As default, your mailbox has no password and
password level is disabled.
To set a password press program 5, then option 1
and enter your password.
To set password level, press program 5, then option
4.
The Password levels are
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None required
Remote only
All calls
Playing messages
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A new message in your Voicemail box is indicated
by the flashing blue voicemail button.
To play your messages, simply press your Blue
Voicemail key.
Controls
7-Deletes a message
9- Saves a message
99- saves a message as new
6- Copies to another mailbox
Retrieving messages from recycle bin
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The Recycling Bin stores the last ten
messages deleted from your mailbox
To access the recycling bin, press the
program button followed by 9.
Sending Voice Messages
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To leave a message in another user’s
mailbox
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Press the blue voicemail key followed by the
transfer button and enter the extension or select
by using soft feature key.
Department Mailbox
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When programmed, this key will notify you
when there is a new message in your
departmental mailbox.
To retrieve new voicemails, select the
Department Mailbox key.
Remove # And Name ESI-DEX
Find the name and number you want to delete
Then press the *(star) key on your keypad.
Conference Calls
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Conference Calls- allows users to
conference in up to sixteen people on one
call.
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To initiate a conference call, place a call normally.
When the call connects, press the conference
button. Call the party you wish to add the
conference, then press the conference button
again to connect all three parties together.
Repeat these steps to add additional parties to
the call.
Record Key
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Recording a memo to yourself
Recording a phone call
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to your mailbox
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Simply press the record key while you are connected to
a call
to multiple mailboxes
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While you are on a call, press the record key and then
press the soft feature key for each user’s mailbox you
want to record the call to
ESI-DEX Key
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Used to Store and Retrieve Phone Numbers
There are three ESI-DEX listings
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Station DEX (list all the telephone extensions)
System DEX list all system speed dial by name
(must be entered by an admin.)
Personal DEX phone speed dial for this extension
Personal Speed Dial Keys
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The personal speed dial keys can be programmed
for station keys speed dial or special feature keys
Any programmable key has the ability to be
programmed as a personal speed dial key.
To program, press and hold the programmable key
you wish to program.
For Outside line Enter 9 followed by the phone
number you wish to program in. then press the
button you wish to program to save
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For example,1-631-951-4017 would be programmed as
916319514017.
Personal Speed Dial Keys (continued)
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For an extension enter the extension number
For a special feature press ESI-DEX key
followed by KEYS (ESI-DEX key) then scroll
to desired function and press the key you
wish to program to save
Caller ID
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Allows user to view their extension's 25 most
recently received calls.
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Use the scroll keys to view Caller Id information
from different calls
Virtual Answer
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What is Virtual Answer
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You can program a Virtual Answer Key to play a
greeting to a caller when your extension is busy
and give the caller the option to remain on hold or
leave a voicemail.
How to setup
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To setup your Virtual Answer, press the
programmed key. Prompts will instruct you in how
to record the greeting and program the caller’s
destination.
Message Monitor
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Message monitor mode, or live call
screening, lets you hear a caller leaving a
message in your mailbox.
While you hear the caller through your
speaker, you have the option to:
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Lift the handset and intercept the call
Do nothing and the message will be left in your
mailbox.