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Configure a Routing Profile

A routing profile groups routing rules. Tenants, extensions, campaigns, fax features, and SMS features can use routing profiles to decide which provider or route should be used for an outbound destination.

Create the Routing Profile

  1. Open Admin > Routing Profiles.
  2. Select the add action.
  3. Enter a name, such as Docs Demo Voice Routing.
  4. Enter a short description explaining when this profile should be used.
  5. Select the type: Voice, SMS, or FAX.
  6. Save the profile.

Add Routes

After the profile exists, add routing rules for the destinations that should use it. A typical voice profile starts with emergency, national, mobile, international, and fallback rules. Each rule should point to one or more providers and should be specific enough to avoid accidental matches.

Routing Profile Types

TypeUse
VoiceOutbound voice calls and normal extension dialing.
SMSOutbound SMS routing through SMS-capable providers.
FAXOutbound fax routing where fax provider handling must be separated from voice routing.

Test Routing

Use a limited test pattern and a known test number before assigning the profile to production tenants. Confirm which provider is selected, whether digit manipulation is correct, and whether caller ID rules match carrier requirements.