Learn how to configure VoIP call routing using Prospyr's preset routing templates. Customize your workflow with features like the AI Receptionist (add-on), voicemail, ring groups, call transfers, SMS follow up, call recording, transcription, scheduled responses, and more.
Step 1: Go to Settings > VoIP & SMS > Call Routing.
Step 2: Select the phone number you want to set up. Decide where inbound calls to that number should be routed.
Step 3: Select a Voice Routing Preset Template from the Workflow drop down menu.
Step 4: The template you choose will show in the workflow space.
Step 5: If you want to add a step to call flow, click Add Step and choose option from drop down menu.
Step 6: Click the node you want to configure.
Step 7: After you click the node, a settings panel opens on the right side of the screen. Click Edit Settings to configure that call step.
Step 8: Configure the selected call step by updating the available settings. The options displayed will vary depending on the type of node you selected. Once you're finished click done.