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How to Route Calls to a Conference

About

This article demonstrates step-by-step instructions for Route Calls to a Conference.

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.
Management Portal Login Form
Navigate to Phone > Inbound Rules as shown in Exhibit 2a and click the create icon at the top of the page as shown in Exhibit 2b.
Phone directory tab
Navigate to Phone
Navigate to the Routing Rules Page
Create the Routing Rules Page

Inbound Routing Rule

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: For the next step, you will need to have a conference room already created. You can view the steps for creating a new conference room in more detail in the following article: How to Create a Conference Room

New
Inbound Routing Rule Info
Routing Rule Settings
Inbound Routing Rule Advance
Routing Rule Settings
Save Inbound Routing Rule

Transfer to a Conference

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.
Action
Select Transfer to Conference.
Conference
Choose the Conference Room you would like to send calls to.
Schedule
Choose a schedule from the drop down menu.
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.
New
Edit Icon
Routing Rule Settings
Edit Routing Rule
Routing Rule Settings
Edit Routing Rule

Conclusion

Congratulations! You have now completed the "How-To Route Calls to a Conference" 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.


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Updated on April 18, 2018

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