HELP FILE

How do I create a dial plan?

Create a dial plan to customize how you handle inbound calls.

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Before you begin:
  • You must have admin or super admin permissions.
  • Extensions, sound clips, hold music, etc. must be created outside of the editor before they can be added to the dial plan.
  1. Log in at https://my.jive.com/pbx.
  2. Click Dial Plans in the left sidebar and then click Add Dial Plan.
  3. The next available number will automatically populate the Extension; change this number as needed.
  4. Enter a Name for the dial plan.
  5. Click Admin Portal Checkmark Icon and then click the new dial plan to open the editor.
  6. Drag and drop nodes from the left sidebar to the canvas. Learn more about dial plan nodes.
  7. Drag and drop Dial Plan Next Node Icon to connect nodes in a call flow. Make sure each target icon has a destination or calls will be dropped.
  8. Complete the settings for each node.
  9. Click Save.
What to do next: To bring your dial plan to life, route a phone number to it or use it in other dial plans.
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