Articles on: Features

How to Add Menu Options Like Press 1 for Sales in Calilio?

To add IVR menu options in Calilio, open Phone Menu (IVR) in Number Settings and click Add Menu Options. In each SET OPTION block, type the key in When Pressed, pick the team member in Members, and choose a fallback in When Unanswered. Click ADD OPTION for another key, then click Save.


Step 1: Open Number Settings for your number


  • Click Settings in the left sidebar, then My Numbers under NUMBERS.
  • Click the three-dot control at the end of the row of the number callers dial.
  • Click Number Settings in the menu.

Click Number Settings in the row menu of the number callers dial.


Step 2: Open Phone Menu (IVR)


  • The panel lists the call-handling features for this number, each on its own row.
  • Click the settings icon at the end of the Phone Menu (IVR) row.
  • Turn on Configure Phone Menu (IVR) at the top of the page if it is off.

Click the settings icon on the Phone Menu (IVR) row.


Step 3: Open Add Menu Options


  • Menu Options is the second section on the page, under Greeting Message.
  • Click Add Menu Options to open it. The line under it reads Assign keypad options for callers.
  • Each option you create is one SET OPTION block with four fields.

Click Add Menu Options to open the keypad options for this number.


Step 4: Type the key the caller presses


  • When Pressed is the first field in the block. Type the key you named in your greeting, such as 1 for sales.
  • Give each option its own key, and say the same key in the greeting callers hear.
  • Action sits beside it and reads Connect with Member.

Type the keypad key for this option in When Pressed.


Step 5: Choose the team member the call connects to


  • Click Members and pick the person this key connects the caller to.
  • The list holds the members of your workspace, and the field is required.
  • A member has to be in your workspace before they appear here.

Pick the team member this key connects the caller to.


Step 6: Choose what happens when nobody answers, then save


  • When Unanswered holds three options: Dismiss, Forward to Voicemail, and Go Back To Main Menu.
  • It opens on Forward to Voicemail, so set the number's voicemail if you keep that choice.
  • Click Save at the bottom right of the page.

Choose what happens when the member does not answer.


How do you add a second menu option?


Click ADD OPTION at the foot of the Menu Options section. It adds an empty SET OPTION block with the same four fields, so press 1 for sales and press 2 for support are two blocks rather than one. Fill in every block before you click Save.

Click ADD OPTION to add another keypad option.


Can a menu option ring a whole team?


No. The Action list on a menu option holds one entry, Connect with Member, so each key connects the caller to a single team member. To cover a team, give each member a key of their own, and use When Unanswered to decide where the call goes when that member does not pick up.



Contact Calilio support


If a key does not reach the member you assigned it to, contact our support team with your workspace name, the business number, the key, and the member's name.


For your security, do not share passwords or payment card details.




References




How to set up an IVR phone menu in Calilio

click here

How to add new members to the workspace

click here

How to assign a number to a new member

click here

How to set up voicemail in Calilio

click here

The difference between an owner, an admin, and a member

click here

Updated on: 26/10/2026

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