Using the Call Routing Setup Wizard

Call Routing Setup

The Call Routing Setup page gives you a single place to see all your phone numbers and configure where incoming calls go. No need to navigate between different pages — set up or change routing for any number right here.

How to Use It

1

Open Call Routing Setup

Navigate to Call Routing > Call Routing Setup in the sidebar.

2

Review Your Numbers

Each phone number is shown as a card with a status indicator — green checkmark if routing is configured, orange warning if not yet set up.

3

Set Up or Change Routing

Click Set Up or Change on any number to configure where calls go. Choose a routing type and follow the guided steps.


Routing Options

Choose how incoming calls should be handled:

☎ Ring an Extension

Send calls to a specific person or device. Create a new extension or use an existing one.

👥 Ring a Group

Ring multiple team members at once or in order.

📲 Follow Me

Ring a sequence of numbers — office, then mobile, then home.

📢 Announcement

Play a recorded message, then continue to another destination.

✉ Voicemail

Send callers straight to a voicemail box.

↪ Forward

Forward to a mobile or external phone number.

Advanced Options (requires advanced call routing feature)

📋 IVR / Auto-Attendant

Greet callers with a menu — "Press 1 for Sales."

🕑 Time-Based Routing

Route differently during and after business hours.

📞 Call Queue

Hold callers in line and distribute to agents.

🎙 Conference

Connect callers to a conference bridge.


Visual Call Flow Builder

Switch to the Visual view at the top of the page for a drag-and-drop call flow builder. Select a phone number, then drag destinations from the palette on the left onto the canvas to build your routing visually. Click Save Routing to apply your changes.