Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and create a new call route.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Call Routes - Click to access the full list of Active and Archived call routes.
Create a Call Route
- (C) New Call Route - Click to access new call route settings.
Call Route Settings
- (D) Route Name - Enter the name which will appear in the list of Active call routes.
- (E) Default Route checkbox - Click to make this the default route. Note: There can only be 1 default call route so any route currently labeled as default will have that label removed.
- (F) Add Locations dropdown - Click the dropdown for a list of all locations that may be assigned for this route. Click each location(s) checkbox(es) to assign it to the call route.
Configure Call Route - Note: An inbound call will automatically be listed as the beginning of the call route.
- Add Steps - Click and drag a (G) step onto the grid. If you are adding the first step to the call route, a (H) line will automatically connect the initial inbound call to it. If you are adding additional steps to the route, click the (I) half circle at the bottom of the previous step and drag the line to connect it with the step you are actively adding.
- Connect Steps - Connecting to some steps may involve selecting among several dropdown options. For more information on adding a specific step and connection options, click the type below.
Save
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