Manual Dialing Routes

Learn how to manage manual dialing routes for PBX calls.

In your Dialer or Cloud PBXroutes, you can define how and for whom calls are made through PBX. This can be configured on the Settings > Outbound Configurations > Manual Dialing Routes page.

You can arrange similar routes by groups. For example, a group can include routes within a country. Create a group first and then add routes within that group.

Click Expand All to view all routes, or click + to expand a specific group.

Screenshot of the Manual Dialing Routes tab

Manual Dialing Routes tab

Adding Dialing Routes

Learn step-by-step how to add a new route to your system. First, you must add Caller IDs, then create a group, and finally add routes within that group.

Step 1: Add Manual Dialing Caller IDs

The Manual Dialing Caller IDs section allows you to add Caller IDs for calling via PBX.

  1. Navigate to Settings>Outbound Configurations in the main menu, then switch to the Manual Dialing Caller IDs tab.
  2. Click Create New Caller ID at the top right to add a new manual Caller ID.

    ❗️

    IMPORTANT

    You must verify the phone number in your CommPeak Portal account before using it as a Caller ID.

Screenshot of the Manual DIaling Caller IDs section

Manual DIaling Caller IDs section

  1. Enter its number and name and click Create.
Screenshot of adding a Caller ID

Adding a Caller ID

  1. If you attempt to enter an unverified number, the system will display an error similar to the following. Complete its verification and repeat your attempt.
Screenshot of an unverified number error

Error when adding an unverified number

  1. Enable the Caller ID and use it in the dialing routes.
    • To temporarily deactivate the ID, move the toggle to the left in the Enabled column.
    • To remove a Caller ID, use the Delete icon in the Actions column.
Screenshot of deactivating or removing Caller IDs

Deactivating or removing Caller IDs

Step 2: Add Groups

📘

NOTE

You must have at least one route group already set up to add a new route.

  1. In the main menu, select Settings > Outbound Configurations and then switch to the Manual Dialing Routes tab.
  2. Click Add New Group at the top right.
  3. Enter a route group name.
Screenshot of adding a route group

Adding a route group

  1. Click Create.
  2. Add as many groups as you need, and then rearrange your groups according to priority.

Step 3: Add Manual Dialing Routes

  1. Click + New Route in the group where you want to add a route.
Screenshot of adding a route to a group

Adding a route to a group

  1. Route name: Enter the route name. If you'd like to use it later, you can turn it off.
Screenshot of the new route settings

New route settings

  1. Outbound Route Caller ID and Trunk Rule: Select users and/or desks from drop-down lists to assign to the route. If no selection is made, the route will be active for all users and desks.

    Screenshot with outbound route assignment settings

    Outbound route assignment settings

  2. Outbound Route Caller ID and Trunk Rule: Select Caller IDs and trunk rules from the drop-down lists. By default, choose the main outbound route unless you have third-party trunks.

    Screenshot with outbound route Caller ID and trunk rule

    Outbound route Caller ID and trunk rule settings

  3. Dialer Pattern: Add new dialing patterns and rearrange them according to priority.

    📘

    NOTE

    You can click the plus icon at the top right of the page to expand an explanation about parameters in the outbound route expressions.

    Screenshot of the sectio with route expression reference

    Section with route expression reference

    Click the Add New Dial Pattern button to add more patterns.

    Screenshot of adding a dialing pattern

    Adding a dialing pattern

    Add as many groups and routes as you wish, and then rearrange the groups and the routes inside them according to priority.

    Screenshot with rearranging the order of the routes

    Rearranging the order of the routes

    ❗The order of pattern configuration is crucial, as the system evaluates the rules from top to bottom. If the system finds a match while reviewing the pattern rules, it will take action immediately, even if additional patterns on subsequent rows could also apply. You can modify it when editing a route.

    Screenshot with rearranging the order of dial patterns

    Rearranging the order of dial patterns

  4. If you are unsure what information to enter in the prepend, prefix, and match pattern boxes, click Use Wizard to get a tip about the pattern parts:

  5. Enter a prepend, then click Next.

    Screenshot with adding a dial pattern

    Adding a dial pattern

  6. Select a prefix option, then click Next.

    Screenshot with selecting a prefix option

    Selecting a prefix option

  7. Enter a match expression, then click Finish.

    Screenshot with entering a match expression

    Entering a match expression

  8. Click Add Route.

Managing Routes

After adding a new route, you can modify, disable, or remove it if necessary. To do so, navigate to the desired route and use the available controls.

Screenshot with controls for managing routes

Controls for managing routes

Using Route Simulator

You can run a simulation to determine which routes match a specific user. To perform the simulation:

  1. Click the Simulator button in the upper section of the page.

    Screenshot with the Simulator button highlighted

    Simulator button at the top-right

  2. Enter a phone number, and choose the assigned user.

    Screenshot with running the simulator

    Running the simulator

  3. The results will show which routes match the simulation data. Using the simulator allows you to verify your configuration and adjust the rule based on the results it provides.

    Screenshot with simulation data

    Simulation data

    This example illustrates that the green route is selected because it is the first match. Other routes are also associated with the call route rule but are not selected due to priority settings.