Feature Categories Module Documentation

Table of Contents

1. Module Overview (Technical)
2. Module Overview (Commercial/Business)
3. Module Overview (End User/Administrator)
4. Configuration Fields Reference
5. Common Scenarios & Examples
6. Model Context Protocol (MCP) AI Integration
7. Limitations & Important Notes
8. Troubleshooting Tips
9. Glossary

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1. Module Overview (Technical)

What Are Feature Categories?

Feature Categories organize feature codes into logical groups that can be assigned to Class of Service. This provides a layer of abstraction between individual feature codes and CoS permissions, making it easier to manage feature access across the organization.

Architecture

┌─────────────────────────────────────────────────────────────────┐
│              Feature Categories System                          │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  ┌─────────────────────┐    ┌─────────────────────┐            │
│  │   Feature Codes     │    │  Feature Categories  │            │
│  ├─────────────────────┤    ├─────────────────────┤            │
│  │ *67 - Block CallerID│───▶│                     │            │
│  │ *69 - Call Return   │───▶│  "Basic Features"   │            │
│  │ *70 - Disable CW    │───▶│                     │            │
│  └─────────────────────┘    └─────────────────────┘            │
│                                      │                          │
│  ┌─────────────────────┐             │                          │
│  │ *72 - CF Activate   │───▶         ▼                          │
│  │ *73 - CF Deactivate │───▶  ┌─────────────────────┐          │
│  │ *74 - CFB Activate  │───▶  │ "Advanced Features" │          │
│  │ *92 - DND Toggle    │───▶  └─────────────────────┘          │
│  └─────────────────────┘             │                          │
│                                      │                          │
│                                      ▼                          │
│                            ┌─────────────────────┐              │
│                            │  Class of Service   │              │
│                            ├─────────────────────┤              │
│                            │ "Standard Employee" │              │
│                            │  └─ Basic Features  │              │
│                            │                     │              │
│                            │ "Manager"           │              │
│                            │  └─ Basic Features  │              │
│                            │  └─ Advanced Features│              │
│                            └─────────────────────┘              │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

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2. Module Overview (Commercial/Business)

Business Value

Feature Categories simplify feature access management:

Without Feature Categories	With Feature Categories
Assign features individually	Assign groups of features
Repetitive per-CoS config	Reusable categories
Hard to track permissions	Clear groupings
Changes require per-CoS edits	Update category once

Use Cases

1. Basic vs. Advanced Features

   • Basic: Call return, DND, call waiting
   • Advanced: Call forwarding, conferencing

2. Role-Based Access

   • Receptionist: All call handling features
   • Executive: All features including spy modes

3. Tiered Service

   • Bronze: Basic features
   • Silver: Basic + forwarding
   • Gold: All features

Feature Highlights

Feature	Benefit
Grouping	Organize related feature codes
Reusability	Assign same category to multiple CoS
Shuttle Control	Easy feature selection UI
Enable/Disable	Toggle category without deletion

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3. Module Overview (End User/Administrator)

What Can You Do?

• Create categories grouping related feature codes
• Assign/remove feature codes to categories
• Enable/disable categories
• Assign categories to Class of Service

Navigation

1. Navigate to PBX Engine → Class of Services → Feature Categories in the main navigation menu.
2. The list view displays all configured feature categories, including Name, Description, and active status.
3. Click the + Add button in the top toolbar to create a new category.
4. Click any category row or edit action to adjust name, description, or assigned feature codes using the dual shuttle list.

Administrator Workflow

┌─────────────────────────────────────────────────────────────────┐
│              Creating a Feature Category                        │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  Step 1: Basic Information                                      │
│  ├─ Name: "Basic Features"                                     │
│  ├─ Description: "Standard calling features for all users"    │
│  └─ Enabled: ✓                                                 │
│                                                                 │
│  Step 2: Select Feature Codes                                   │
│                                                                 │
│  ┌─────────────────────────────────────────────────────────┐    │
│  │  Available Features     │     Enabled Features         │    │
│  │ ┌─────────────────────┐ │   ┌─────────────────────┐    │    │
│  │ │ *72 CF Activate     │ │   │ *67 Block Caller ID │    │    │
│  │ │ *73 CF Deactivate   │──▶  │ *69 Call Return     │    │    │
│  │ │ *74 CFB Activate    │ │   │ *70 Disable CW      │    │    │
│  │ │ ...                 │ │   │ *92 DND Toggle      │    │    │
│  │ └─────────────────────┘ │   └─────────────────────┘    │    │
│  └─────────────────────────────────────────────────────────┘    │
│                                                                 │
│  Step 3: Save                                                   │
│                                                                 │
│  Step 4: Assign to Class of Service                             │
│  └─ Edit CoS → Select Feature Category: "Basic Features"      │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Quick Tips

[!TIP] Logical Grouping: Group features by operational function (call handling, forwarding, voicemail, executive spy).

[!TIP] Meaningful Names: Use descriptive names like “Executive Features”, “Call Center Agents”, or “Standard Office”.

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4. Configuration Fields Reference

Basic Information Fields

Field	Description	User-Friendly Tooltip	Example	Notes
Name *	Unique identifier for the feature category	A descriptive name for the feature code category	Basic Features, Executive Features	Required. Unique per domain.
Description	Contextual notes and operational scope	Detailed description of this category’s intended use	Standard daily calling features for office extensions	Optional.
Enabled *	Operational status of the category	Whether this feature category is currently active	Toggle (On/Off)	If disabled, extensions cannot execute features linked via this category.

Feature Code Shuttle (Dual-List Assignment)

The dual-list transfer interface provides an intuitive mechanism to control feature code availability:

Section	Description	Operation
Available Features	List of all system feature codes (*XX) not currently included in this category.	Click items or use arrows to select and move to Enabled. Includes search filter.
Enabled Features	List of feature codes (*XX) explicitly authorized for extensions under this category.	Selected codes can be moved back to Available to revoke access. Includes search filter.

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5. Common Scenarios & Examples

Scenario 1: Tiered Feature Access

Categories:

Category	Features
Basic	*67, *69, *70, *92 (Caller ID, Call Return, CW, DND)
Call Forwarding	*72, *73, *74, *75 (CF features)
Advanced	*80, *82, *83 (Conferencing, Spy modes)

CoS Assignments:

CoS	Categories
Bronze	Basic
Silver	Basic, Call Forwarding
Gold	Basic, Call Forwarding, Advanced

Scenario 2: Department-Specific Features

Categories:

Category	Features
Reception Desk	All call handling, parking, paging
Sales Team	Call recording, conferencing
Support Team	Call queues, callback features

Scenario 3: Security Levels

Categories:

Category	Features
Standard	Basic calling features
Supervisor	+ Spy modes, barge-in
Admin	+ All system features

6. Model Context Protocol (MCP) AI Integration

Ring2All exposes dedicated Model Context Protocol (MCP) tools for Feature Categories (Feature Code CoS), enabling AI agents and Copilots to query feature permission packages, inspect permitted dialpad star codes (*XX), and safely provision or update feature profiles while enforcing dependency validation against active Class of Service profiles.

Available MCP Tools

Tool Name	Description	Key Parameters
list_feature_categories	Lists all feature code categories in the domain, including names, descriptions, and the count of permitted feature codes.	search (optional string)
get_feature_category_status	Retrieves full configuration and the list of permitted feature codes (names, default numbers, custom numbers) inside a specific category.	name (required)
create_feature_category	Provisions a new feature code category profile.	name, description, enabled
update_feature_category	Updates an existing feature category name, description, or active status.	name, newName, description, enabled
delete_feature_category	Deletes a feature category after verifying it is not referenced by any Class of Service (assertCanDeleteFeatureCategory).	name (required)

AI Agent Operational Examples

Querying Permitted Features in a Category

{
  "tool": "get_feature_category_status",
  "arguments": {
    "name": "Standard Agent Features"
  }
}

Provisioning an Executive Feature Category

{
  "tool": "create_feature_category",
  "arguments": {
    "name": "Executive Full Features",
    "description": "Full access to barge-in, call eavesdropping, recording toggle, and all star codes",
    "enabled": true
  }
}

Recommended Natural Language Prompts

• “List all feature categories configured on this PBX and show how many star codes each allows.”
• “Show me which feature codes are enabled inside the ‘Reception Features’ category.”
• “Create a feature category called ‘Basic Callers’ with description ‘Only DND and Call Forwarding allowed’.”

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7. Limitations & Important Notes

Technical Limitations

[!WARNING] Category Assignment: Each CoS can only have one feature category assigned.

[!WARNING] Cascading Changes: Modifying a category affects all CoS using it.

Best Practices

1. Plan Categories: Design categories before creating
2. Document Purpose: Use descriptions
3. Test Changes: Verify after category modifications
4. Minimize Overlap: Avoid duplicate features across categories

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8. Troubleshooting Tips

Common Issues

Symptom	Possible Cause	Solution
Feature not working	Not in assigned category	Add to category
Category not visible	Category disabled	Enable category
Changes not applied	CoS not updated	Verify CoS assignment

Diagnostic SQL

List categories:

SELECT id, name, enabled,
       (SELECT COUNT(*) FROM public.feature_code_cos_members
        WHERE cos_id = c.id) as feature_count
FROM public.feature_code_categories c
WHERE domain_id = [domain_id];

Check category features:

SELECT f.default_number, f.name
FROM public.feature_code_cos_members m
JOIN public.feature_code_numbers f ON m.feature_code_id = f.id
WHERE m.cos_id = [category_id]
ORDER BY f.default_number;

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9. Glossary

Term	Definition
Feature Category	Grouping of related feature codes
Feature Code	Dialpad code for PBX features (*67, *72, etc.)
Class of Service	Permission profile assigned to extensions
Shuttle Control	UI for moving items between lists

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Documentation last updated: January 2026