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Create dial plans

Create a dial plan using our visual dial plan editor to customize how you handle inbound calls. The dial plan editor allows you to set up wait times or direct calls to specific voicemail boxes, auto attendants, and ring groups.

GoTo Admin

Before you begin: You must have an admin or super admin role to perform this task.
  1. Sign in to GoTo Admin.
  2. From Phone system (phone in a cloud) icon Phone system > Dial plans, select + Add dial plan.
    Tip: If you already have an existing dial plan, you can clone it using Clone (square layered over another square) icon, make edits within that copy, and then try it out without altering your original dial plan or starting from nothing. This can be very useful when trying something new!
  3. Determine if you want to create a new dial plan or import an existing dial plan.
  4. If you chose to import a dial plan, select Import and then upload the dial plan (.xml) from your computer.
    Note: Proprietary options, like sound clips, are removed so only the nodes and connections remain once imported.
  5. Enter a Name for the dial plan.
  6. The next available number will automatically populate the Extension; change this number as needed.
  7. Select Save and then select the new dial plan to open the editor.
  8. Drag and drop nodes from the library to the workspace in any order you'd like. This can always be re-arranged at future times.
  9. Drag and drop the circle on each node to the next node to connect the call flow. Make sure each circle has a destination or calls will be dropped.
  10. Complete the specific settings for each node.
  11. Select Save when finished.
What to do next: To bring your dial plan to life, route a phone number to it or use it in other dial plans. To make changes in the future, select the desired dial plan and edit the settings or nodes as needed. To export or delete a dial plan, hover over the desired entry and then select Download icon or Trash can icon accordingly.

PBX Administration (classic)

Attention: There is a new version of this visual dial plan editor in GoTo Admin with many new and improved features! Even if your account uses PBX Administration (classic) you can still use the new and improved dial plan editor by signing in with your admin credentials at http://admin.goto.com and selecting Phone system > Dial plans.
Before you begin:
  • You must have an admin or super admin role to perform this task.
  • Extensions, sound clips, hold music, voicemail greetings, etc. must be created outside of the editor before they can be added to the dial plan.
  • Export a dial plan to allow you to download an .xml of your dial plan and then upload it into another phone system. This saves you from having to recreate a dial plan multiple times for each system and can be used to backup a dial plan before you make changes to it. Proprietary options, like sound clips, are removed so only the nodes and connections remain once imported.
  1. Sign in to PBX Administration (classic).
  2. From Dial Plans, select Add Dial Plan.
    Fastpath: To clone an existing dial plan instead, select Clone Icon located to the right of the dial plan name. Or if you want to import a dial plan, select Import Dial Plan and then choose the exported dial plan (.xml) from your computer. The imported dial plan will appear with the same name, followed by “new version”. You can select Edit (pencil) icon to change the name.
  3. The next available number will automatically populate the Extension; change this number as needed.
  4. Enter a Name for the dial plan.
  5. Select Checkmark Icon and then select the new dial plan to open the editor.
  6. Drag and drop nodes from the library to the workspace.
  7. Drag and drop Record (target) icon to connect nodes in a call flow. Make sure each target icon has a destination or calls will be dropped.
  8. Complete the specific settings for each node.
  9. Select Save when finished.
What to do next: To bring your dial plan to life, route a phone number to it or use it in other dial plans. To make changes in the future, select the desired dial plan and edit the settings or nodes as needed. To export or delete a dial plan, hover over the desired entry and then select Export Icon or Trash can icon accordingly.
Article last updated: 9 April, 2025

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