This article describes how to connect one service number using a simple routing plan connecting to one single destination number, with no queue and no attribution.
Your login needs to be set up as Administrator with Create & Assign permission to allow you to connect your numbers.
Access the Connect Menu
Click Admin then select Connect > Manage Numbers
This will display a table of all inbound static numbers
Select the service number to connect by clicking the number itself then click Bulk Connect
Or select more than one numbers by ticking the radio button then click Bulk Connect
The Bulk Connect Numbers window opens and shows the number(s) selected, a service plan if applicable, and 3 basic connection features:
Recording (tick to enable call recording),
Intro (add audio for customers to hear),
Whisper (add short audio for call handlers to hear)
3 main icons are available throughout the routing settings:
The drop-down: access existing settings
The Plus sign icon: create new settings
The Pencil icon: edit existing settings
To route to an existing plan
Access the drop-down next to the plan assigned to browse the list of available plans.
Select the new plan and click Connect
Once done, you will be back to the table of the inbound static numbers on your account and should obtain the message: Success! The numbers will be provisioned shortly.
To create a new plan with a new destination number
Click the Plus icon
Give a name to the plan
click the Plus icon to add the new destination plan.
Click the Plus icon to add the new destination number, give it a name
Insert a description for the destination.
Click Save at each step then click Connect
Top tips: use the same names for the service plan and the destination plan
If you have many destination numbers, be very specific when naming your settings.
Copy and paste the destination number(s) itself in your service & destination plans
For example: London Sales - 01234 56789, London Accounts - 020 345640, London Support - 020 3444738
Once done, you will be back to the table of the inbound static numbers on your account and should obtain the message: Success! The numbers will be provisioned shortly.
To amend an existing plan
Click the pencil icon next to the Service Plan
The following window will appear, advising that other numbers also connect to this plan, so any amendment will be made for these other numbers too unless you save as New at the end.
To view which numbers would be affected, click the blue word “here”, you will obtain the list of numbers associated with the plan you are about to amend. Review this and once done, click Close.
When back to the Edit Service Plan window, carry on with editing the plan.
You can access saved destination plans by clicking the drop-down.
You can edit the existing destination number belonging to this destination plan by clicking the pencil Icon
Select the new destination number it should connect to
Click the drop-down arrow to access your saved destination numbers
or click the Plus icon to add a brand-new destination
Click Update to amend the existing destination plan: this would change the destination for all numbers as per the Warning window
Or Click Save as new to only route the selected number
Enter a new description for the plan as the Description field must contain a unique value.