How do I use intelligent call routing in a dial plan?
Add caller info nodes into a dial plan to utilize the Intelligent Call Routing (ICR) enhancement on call queues which matches callers to the best suited agent based on the selections the customer makes in those caller info nodes. Available for Core, Complete, and Support Center (post June 9th, 2020) customers.
Before you begin:
- You must have Admin or Super admin permissions.
- Make sure you have created and set up the call queue you want to use.
- Make sure any skills that you want to use have already been created and assigned to agents.
Note: 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 https://admin.goto.com and selecting .
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select Dial Plans in the left navigation menu and then choose the dial plan you want to edit. The dial plan editor will launch in a separate window.
- Drag and drop a Caller Info node from the library to the workspace next to each auto attendant option that you want to pair with a skill.
- Drag and drop
of the previous node to the left side of the Caller Info node, connecting the nodes to prevent dropped calls. - Complete the following setting(s):
Choice Description Add Attaches the skills selected on this node with the caller when they enter a queue. Remove Removes the skills selected on this node from the caller when they enter a queue. This is helpful when a customer wants to change their selection and are given an option to return to the previous menu. This option will only remove the most recent selection, while retaining the selected skills from the previous auto attendant(s). Reset Removes all skills that are associated with the caller. This is helpful when there are complex dial plans utilizing layered auto attendants where the caller has selected several options. + Add Info Field Select one or more skills from the drop-down menu to associate with the caller when they enter a queue. - Continue to build the call flow.
- Select Save.
What to do next: To bring your call queue to life,
route a phone number to this dial plan.