HELP FILE
How do I create a dial plan?
Create a dial plan to customize how you handle inbound calls.
Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new admin experience. The article below is meant for admins who use https://my.jive.com/pbx to administer their account. If you're an admin who uses https://admin.goto.com, please refer to: How do I add an extension?
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.
Note: If you already have an existing dial plan, you can clone it, 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!
- Sign in at https://my.jive.com/pbx.
- Select Dial Plans in the left sidebar and then select Add Dial Plan.
- The next available number will automatically populate the Extension; change this number as needed.
- Enter a Name for the dial plan.
- Select
and then select the new dial plan to open the editor. - Drag and drop nodes from the left sidebar to the canvas. Learn more about dial plan nodes.
- Drag and drop
to connect nodes in a call flow. Make sure each target icon has a destination or calls will be dropped. - Complete the settings for each node.
- Select 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.