This article demonstrates step-by-step instructions for Setting up a Inbound Routing Rule.
Product Features
Receive Calls Anywhere, Anytime
Advanced call routing services allow you to be reached at any time of day, wherever you are in the world.
Schedule
Set a schedule for business or after-hours that allows you to optimize your time and business.
Route Calls to External Numbers
Always on the go? Set your routing rule to forward calls to external numbers like your cellphone.
Advanced Call Routing
Advanced call routing services allow you to be reached at any time of day, wherever you are in the world.
Route Calls to Call Queue
Manage incoming calls in an orderly fashion and transfer them to intelligent call queues. With this feature, you can allow agents or users on queue to prioritize calls by urgency, value or some other custom rules. Simply configure it from the dashboard.
Route Calls to Users
Sometimes not all calls can be treated equally. With this feature, you can now transfer calls to specific users. It may come in handy for callers who need to be routed to users from a specified departments or extension.
Route Calls to Voicemail
Busy or in a meeting and cannot answer phone calls at the moment? Never miss out on any call starting today. This feature may come in handy for you. Customize options from the dashboard and you can start routing your calls directly to your voicemail.
Simultaneous Mobile Ring
This feature enables you to setup several numbers to ring simultaneously when a call comes in. Setup your mobile phone to receive phone call made to your desk phone at the office. With Simultaneous Mobile Ring, you can never miss a call even when you’re out to grab coffee or quick lunch.
Step-by-Step Instructions
The below table will detail the steps required to accomplish your goals:
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Login
Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Now, navigate to Phone >Inbound Rules as shown in Exhibit 2a. Next click the create icon on the top right-hand side of the page as shown in Exhibit 2b.
Now, under the Info section enter a descriptive name for your routing rule as shown in Exhibit 3a. Next, under the Advanced section you can override the outbound caller ID for all incoming calls using this routing rule as shown in Exhibit 3b. Click the save icon on the top right-hand side of the page as shown in Exhibit 3c.
Note: routing rule regulations are rules that are applied to inbound calls that dictates how calls are routed.
For example, a rule can transfer a call to a call queue, IVR menu and more during business hours, however, transfer a call to voicemail, external number, device and more after hours.
Almost done! Now, it’s time to edit your routing rule. Click the icon under Actions next to your routing rule as shown in Exhibit 4a. Next, click the create icon at the top right-hand side of the page as shown in Exhibit 4b. Once you have specified all your regulations, click Save to commit your changes as shown in Exhibit 4c.
For you convenience, a description of each field is provided below.
Priority
This is the way you will order your regulations for this routing rule. If the priority for this regulation is set to 1, then it will be the first regulation that will be executed for this rule.
Name
A descriptive name for your routing rule regulation.
Time Table
A time table that dictates the time of day this regulation should be applied.
Action
Select available actions to be executed as shown in Exhibit 4d (transfer to call queue, transfer to voicemail, transfer to user, etc.).
Option
This field is populated based on the action you selected. For example, if you select transfer to call queue as an option, then a list of your call queues will be presented as selectable items.
Timeout
The amount of time in seconds that we should try to connect the call before moving on to the next regulation in the routing rule.
Congratulations! You have now completed the "How-To Setup a Inbound Routing Rule" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.
