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Rule-Based Routing

Learn more about the Rule-Based Routing step in IVR and how it directs calls to agents based on caller information for customized call flows.

🔍 Overview of Rule-Based Routing

The Rule-Based Routing step directs incoming calls to the agents based on specific criteria, such as the caller's phone number or their status in the system's phonebook, enabling customized call flows.

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✨ Rules

Routing Criteria: Calls are routed based on predefined conditions, including:

  • Caller Number
  • Phonebook Status

Caller Number Options

  • Starts With: Matches the initial digits of the caller's number (e.g., country code like 966 for Saudi Arabia, 971 for UAE).
    Example: Route calls starting with 966 to a dedicated support team for Saudi customers.

  • Ends With: Matches the final digits of the caller’s number.
    Example: Route numbers ending in 1234 to a VIP service queue.

  • Contains: Matches any of the digits within the caller’s number.
    Example: Route numbers containing 555 to a marketing campaign response team.

If Number Matches Rule, Go To: Specifies the next IVR step if the caller’s number matches the filter.

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Phonebook Status Options

  • High Priority: Numbers saved in the phonebook as contacts with high priority.
    Example: High-priority customers are routed to a premium support agent.

  • Saved in Phonebook: Applies to all numbers saved as contacts.

  • Not Saved in Phonebook: Applies to numbers not saved in the phonebook.

If Number Matches Rule, Go To: Specifies the next IVR step if the caller’s phonebook status matches the criteria.

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⏭️ Next Steps

If rules aren’t met, go to: This button defines the next IVR step if the caller's number or phonebook status does not match any defined criteria.

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