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Dynamic Routing

📖 Introduction

Dynamic Routing automatically routes calls based on real-time database lookups. The system checks the caller ID against a list and routes accordingly.

Use case: Route repeat callers to their assigned representative.

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🎯 Common Use Cases

ScenarioDynamic Route
Return customerRoute to assigned rep
Missed call callbackTrack pending returns
VIP detectionRoute to priority queue
Geographic routingRoute by area code
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🖥️ Accessing the Module

Navigation: PBX → Incoming Tools → Dynamic Routing
Dynamic Routing
Dynamic Routing

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📝 Form Fields

Dynamic Routing Form
Dynamic Routing Form

Configuration

FieldDescriptionExample
NameRule nameCustomer Routing
SourceInbound route/queueMain Number
Digits MatchDigits to extract10
Match DestinationWhere to route matchesExtension (Dynamic)
No Match DestinationWhere if no matchIVR: Main Menu
Delete After UseRemove record after callbackNo
EnabledRule is activeYes

Routes Database

Caller IDDestinationNotes
+15551111111Ext 1001Acme account
+15552222222Ext 1002Widget Inc
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🚀 Practical Example

Route Repeat Callers to Assigned Rep

When a known customer calls, route them directly to their assigned sales rep instead of the main IVR.

CallerAssigned Rep
+1-555-111-1111John (1001)
+1-555-222-2222Jane (1002)
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💡 Tips

TIP
Integrate with CRM: Automatically add customers to routing table.
TIP
Set fallback: Unknown callers still need a destination.

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← Previous: Blacklist | Next: Caller ID Lookup
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