Using configuration files, you can enable the BroadSoft Executive-Assistant feature on lines registered with the BroadWorks R20 or later server, and assign lines as an executive or an assistant.

Note that all corresponding Executive and Assistant lines must be registered to the same server.

After you enable the feature, users set as executives or assistants can set basic filters to control which calls are sent directly to an assistant to answer or sent to the executive first. Executives can also enable screening, which enables the executive's phone to display the incoming call notification for all filtered calls.

To use this feature on Polycom phones registered with a BroadWorks server, you must authenticate the phone with the BroadSoft XSP service interface.

In addition, depending on the role you assign the user, the Executive or Assistant icon displays on the Home screen of the phone. You can also simplify the Executive and Assistant menus by adding or removing Pick Call and Barge-in soft keys from the menu.