This channel helps configure how SmartAssist handles automation for inbound voice calls. By going to Configuration > System Setup > Channels > Voice, you can add phone numbers and set up SIP Transfer.
Phone Number Configurations
This option helps add, edit, or delete a local or toll-free phone number to which SmartAssist forwards incoming customer calls at a contact center.
Add or Purchase a Phone Number
To add a new phone number, follow these steps:
- In the Voice Channels section, click Phone Numbers.
- Under Phone Numbers, click New.
- The Call Phone Number window is displayed below. Here, you can configure a custom local or toll-free number by clicking Get New Phone Number:
- Configure an available number with the following steps:
- Click the Get Number button.
- Type a label for the phone number (optional).
- Select whether the number will be reserved for Inbound Calls, Outbound Calls, or both on the Forward to Phone Number page and click Done.
- A success confirmation message is displayed, and the phone number is added.
- You can now call this number to test your Use Cases.
- When ready to go live, forward the calls you receive to this phone number or use this number as your customer support number.
Edit a Phone Number
To edit a phone number you added previously, follow these steps:
- Open the More Options menu corresponding to the phone number you want to update.
- Select Update in the menu.
- On the Forward to Phone Number page, click Change.
- Make the necessary edits on the Get New Phone Number page and click Done.
- A success confirmation message is displayed once the phone number is updated.
Delete a Phone Number
Deleting a phone number means stopping all services associated with it. Please keep in mind that if you remove a phone number and want to add it back later, you may not be able to if another user has selected it.
To delete an existing phone number, follow these steps:
- Open the More Options menu corresponding to the phone number you want to update.
- Select Delete in the menu.
- The following pop-up is displayed. Click Delete to confirm your choice.
- Alternatively, you can click Update, go to the Forward to Phone Number panel and click Remove. You will need to confirm your choice.
- A success confirmation message is displayed once the phone number is deleted.
SIP Transfer Setup
This option is useful when transferring calls to SmartAssist from a toll-free or local phone number using the Session Initiation Protocol (SIP) in your IVR system.
Under Channels > Voice > SIP Transfer, you can configure the network IPs and domains, DID number, SIP transport protocol, SIP credentials (optional), and Inbound/Outbound direction for phone numbers while the SIP URI is pre-configured.
To configure SIP Transfer, follow these steps:
- In the Voice Channels section, select SIP Transfer.
- Click New.
- On the Transfer from IVR page, configure the following:
- SIP URI: This is a preconfigured field.
- Network: To configure the Network, you can select one of the following:
- Under List of IP Address, type the values for Incoming IP Address in the textbox.
- Under Domain Name, provide the following:
- Fully Qualified Domain Name: The domain name that specifies all domain levels, including the top-level domain and the root zone.
- DNS Resolve Method (Optional): Select an option from the list to translate IP addresses to domain names for resolution when the hostname is associated with multiple IP addresses. You can choose A-record, SRV, NAPTR, or MS -SYNC.
- Under List of IP Address, type the values for Incoming IP Address in the textbox.
- Under Direct Inward Dialing (DID) number, you can enable virtual phone numbers (also known as SIP trunk numbers) from which calls will be routed to the existing telephone lines.
- Select an option from the list for SIP Transport Type. This field will set a protocol to route SIP traffic to servers and other endpoints. The available options are TCP, UDF, and TLS.
- (Optional) Set the SIP Credentials (username and password) to access your SIP transfer setup account.
- Under SIP Termination URI, enter the IP Address/ Domain Name.
- Click Next.
- On the Forward to Phone Number window, reserve the phone numbers for Inbound Calls, Outbound Calls, or both by selecting the appropriate options.
- Click Save.
The selected information appears on the Channels page.