Dial Rules
Overview:
Dial rules in PBX.IM are predefined configurations that determine how phone numbers are processed and formatted before making or receiving calls.
Table of Contents
Introduction to Dial Rules
Access Dial Rules
- Log into PBX.IM Dashboard
- Go to ‘’Call Routing’’
- Select ‘’Dial Rules’’ from the drop down menu
Set up a Dial Rule
Click on ‘’Add Dial Rule’
Complete the form by following the next steps:
Add Dial Rule
Rules Tab
Name
This field is for assigning a name to the Dial rules configuration.
Type in the name that you want and press ENTER.
Country preset
Here is where you can select a country and apply preset rules based on that country specific dialing patterns.
Select a country from the dropdown menu to automatically apply standard dialing rules for that location.
Regular expression
This field is where you can define patterns for matching and transforming phone numbers.
Enter a regular expression that identifies the number patterns needing modification.
Replace
This is where you can specify the replacement string or pattern for the matched numbers.
Type in the text that will replace the matched pattern from the "Regular Expression" field.
Description
This is where you can write the rule description for future reference.
Just type in a a brief description of what the rule does.
Stop rule
This is the option that you can select to determine if further rules should be processed after this one.
Check the box if no further transformations should be applied after this rule is executed.
Testing area
This is where you can test the transformation rules to ensure they work as expected.
Enter a sample number to see how it is transformed by the active rules.
Verify the transformed number to verify if the rule operation has been correctly applied.
Users Override Tab
The purpose of this tab is to allow you to apply specific dial rules to individual users or groups, overriding the default settings that apply to the rest of the organization.
Available users
In this column you can see the list of users who can be assigned specific dial rules that override the default settings.
Browse or search to find and select users from the list.
Assigned Users
In this column you will see the users who have been assigned the custom rule.
Click on the user name from the column ''Available users'' and it will automatically drag the user to the ''Assigned'' column.
If you want to delete one of the entries just click on the X symbol.
Search and Group Filters
This is how you find specific users by name or group.
Use the search bar or group dropdown to filter the list of available users.
Common use cases
Let's look into some common use cases that better showcase how you can use the Dial rules in your business:
International Business Operations:
- Scenario: Your company operates in multiple countries and needs to manage diverse dialing patterns and codes for international calling efficiently.
- Solution: Dial rules are configured to automatically add or remove country codes and area codes based on the origin or destination of the call, streamlining international communications without manual input.
Remote Workforce Management:
- Scenario: Your workforce is distributed across various locations with different local dialing standards, and you need to standardize call processes.
- Solution: Dial rules are used to normalize phone numbers into a consistent format regardless of where the call originates, ensuring that all employees can connect seamlessly and without dialing errors.
Cost Control and Routing Optimization:
- Scenario: You want to minimize telecommunication costs by routing calls through the most cost-effective channels, especially during peak hours.
- Solution: Dial rules are set up to automatically route calls through cheaper VoIP gateways or avoid premium-rate numbers during specific times, reducing overall call expenses.
Compliance with Local Regulations:
- Scenario: Your business must comply with local telecommunications regulations that require specific call handling procedures, such as emergency call routing.
- Solution: Dial rules are implemented to ensure that all calls, especially emergency calls, are routed in compliance with local laws, automatically redirecting to appropriate lines as required by the regulations.