Route a number to an agent
1
Open Channels
Go to the Channels page in the Command Center, where your connected numbers are listed along with their current routing.
2
Choose Route inbound calls
Select the number you want to route, and choose the agent that should answer it. Choosing “No agent” leaves the number unrouted, so calls to it won’t reach an agent.
3
Save
Save the routing change. It takes effect for the next call to that number. A call already in progress isn’t affected.
What happens on a call
When a call arrives, the agent answers following its blueprint the same way it would on any call. It runs the same gates, asks the same qualifying questions, and produces the same kind of lead record whether the caller reached your main line or called back after an outbound touch.Business hours and transfer to staff
An agent can be configured to transfer a live call to one of your staff, instead of or in addition to completing the call itself. This is configured per agent, in the agent’s Handoff settings, not per number.- Destinations. One or more phone numbers (“desks”) staff can be reached at, each with its own name, timezone, and dial order. If the first desk doesn’t answer, the agent tries the next one in order.
- Coverage windows. Each desk has the days and hours it’s available, either a preset (24/7, weekdays) or a custom schedule you set per day.
- Outside the windows. If a call comes in outside every desk’s coverage, or every desk is unreachable, the caller doesn’t get a dead end. They get a callback instead of a live transfer.
Recording and disclosure rules apply to inbound calls the same way they apply to outbound ones. See Call recording for how that decision is made.