Extensions
- Overview
- Create and Edit chan_sip Extensions
- Create and Edit PJSIP Extensions
- Edit PJSIP Endpoint
- Edit PJSIP AOR
- Create and Edit Custom Extensions
- Create and Edit Virtual Extensions
Overview
The Extensions page is the tenant-level list for creating, finding, editing, importing, exporting, and deleting extensions. Open it from Configuration > Extensions.
The page works against the tenant currently selected in the top bar. The screenshots show ten fake demo extensions, numbered 100 through 109, with a mix of chan_sip, PJSIP, custom, and virtual extension types. SIP and PJSIP usernames use the extension number followed by the tenant code, for example 100-CANISTRACCI. Password values are masked in the screenshots.
Display modes
The Extensions page can be shown in DataTable mode or jqGrid mode. Use the display mode toggle in the toolbar to switch between them.
DataTable mode
DataTable mode shows the standard table with search, page-size selection, sorting, row checkboxes, and action buttons above the table.
jqGrid mode
jqGrid mode shows the same extension records in the advanced grid with column filters and grid toolbar actions.
Toolbar actions
| Action | Description |
|---|---|
| New SIP peer / New PJSIP peer | Creates a standard phone extension. The visible label follows the tenant's preferred SIP stack. |
| Bulk SIP peers | Opens the bulk creation workflow for adding multiple SIP extensions at once. |
| Custom Extension | Creates an extension that routes to a custom dial string or custom endpoint logic. |
| Virtual Extension | Creates a virtual extension that can group or reference other extension destinations. |
| Change to chan_sip | Converts selected PJSIP extensions to chan_sip when the administrator has permission to switch phone technology. |
| Change to PJSIP | Converts selected chan_sip extensions to PJSIP when the administrator has permission to switch phone technology. |
| Delete Selected | Deletes the selected extensions after a confirmation prompt. This action is shown only when delete permission is available. |
| Display mode toggle | Switches the page between the standard DataTable and jqGrid display modes. |
| CSV/XLS Upload | Opens the import page for uploading extension records from a CSV or XLS file. |
Extension table
Use the table controls to filter, sort, select columns, export data, and move between pages. The checkbox column selects rows for bulk actions.
| Column | Description |
|---|---|
| Number | Extension number. When extension status is enabled, an icon indicates registration or device state. |
| Name | Extension display name. Icons can indicate call blocking/filtering, DND, unconditional forwarding, or PIN lock. |
| Description | Free-form extension description. Icons can identify PJSIP, custom, virtual, or recording-related behavior. |
| Tech | Extension technology. SIP entries are chan_sip peers, PJSIP entries are PJSIP endpoints, CUSTOM entries route to custom dial strings, and VIRTUAL entries group other extensions. |
| Username | SIP/PJSIP username used by the phone or endpoint. The default pattern is <extension number>-<tenant code>. Clipboard, SRTP, and TLS indicators can appear for phone extensions. |
| Password | Endpoint secret when password display is enabled. Depending on settings, the value can be hidden or revealed with an eye icon. |
| Action | Contains quick actions such as showing the extension call flow. Fast provisioning QR code access can also appear when enabled. |
Editing extensions
Select the extension number, name, description, username, or password cell to open the extension edit form. In jqGrid mode, select a row and use the grid edit action; the grid opens the same edit form.
jqGrid mode
The display mode toggle can enable jqGrid for the Extensions page. In jqGrid mode, the same extension records are loaded dynamically, and the grid adds toolbar actions for edit, delete, search, column selection, CSV export, and showing the selected extension flow.
Permissions and limits
Create and Edit chan_sip Extensions
Use this page to create or edit a phone extension that registers as a chan_sip peer. The form works against the tenant currently selected in the top bar.
The screenshots use the Canistracci Oil demo extension 100 Alex Reed. Creating and editing use the same form: a new extension opens with tenant defaults, while an existing extension opens with saved values.
Creating and editing
| Action | Description |
|---|---|
| Create | Open Configuration > Extensions and select New SIP peer. Fill the required fields and select Save. |
| Edit | Open an existing extension from the Extensions list. Update the required fields and select Save. |
| Delete | When delete permission is available, open the extension and select Delete. Confirm only after checking routing, phones, queues, and other references. |
For chan_sip extensions, the endpoint username normally uses the extension number, a hyphen, and the tenant code, such as 100-CANISTRACCI. Press the swapped-arrow icon beside Username to switch the separator from a hyphen to an underscore, for example 100_CANISTRACCI. If custom usernames are enabled in Admin > Settings, you can enter a username that does not follow the generated tenant-code pattern.
Information
Use this section for the extension identity, endpoint credentials, media basics, groups, voicemail message-waiting indication, DND state, and inbound ring timeout.
| Block | Purpose |
|---|---|
| Number and name | Number is the internal extension number. Name is the display name used in lists, caller ID, and reports. |
| Description and emergency notes | Description is an administrator note. Emergency notes can be used by emergency routing and notification logic. |
| SIP stack | Shows whether the endpoint is using chan_sip or PJSIP. Users with switch permission can change the stack from this form or from the Extensions list. |
| Username and password | Endpoint credentials used by the phone or softphone. The default username pattern is the extension number followed by the tenant code. |
| Codecs and DTMF | Controls the allowed audio/video codecs and DTMF signaling mode used by the endpoint. |
| Media and groups | Direct media, call groups, pickup groups, spy groups, and message-waiting options control how the endpoint participates in calls and monitoring. |
| Voicemail, DND, and timeout | Voicemail MWI, DND, and inbound dial timeout control how incoming calls are presented and how long the extension rings. |
Trunk mode
Enable Trunk only when the chan_sip peer is another PBX, gateway, or upstream device that should receive calls by dialed number rather than as a single telephone endpoint. A normal phone extension should usually leave this option disabled.
| Field or option | Effect |
|---|---|
| Trunk | Changes how calls are sent to the peer. With trunk mode disabled, MiRTA PBX dials the peer username. With trunk mode enabled, MiRTA PBX dials the called number at that peer, or the configured DID override when one is set. |
| DID Number | Automatic sends the original called number to the peer. Set to sends the value entered in the DID number field instead, which is useful when the downstream PBX or gateway expects a fixed pilot number or a rewritten DID. |
| CallerID Number Override | Controls which outbound caller ID values are preserved from the SIP INVITE received from the trunk device. The default behavior can keep both caller ID name and number from the INVITE. The other choices keep only the number, keep only the name, or ignore the INVITE caller ID and use the caller ID configured on the extension. |
| Emergency CallerID Number Override | For emergency routes, Get Emergency CallerID from SIP Invite allows the emergency caller ID sent by the trunk device to pass through. Do not use Emergency CallerID from SIP Invite makes MiRTA PBX replace it with the extension emergency caller ID, or the tenant default emergency caller ID when the extension does not define one. |
| CallerID Number Source | Selects where inbound trunk caller ID is read from when a specific source is required. Automatic keeps the caller ID parsed by Asterisk. The explicit choices read the From, P-Asserted-Identity, P-Preferred-Identity, or Remote-Party-ID header and use it to set caller ID before routing. |
In the dialplan, trunk mode also affects direct calls to this extension. If the peer is registered on the current server or has a static host, the call is built as a trunk-style dial to the peer using the dialed number. If the peer is registered on another node, MiRTA PBX sends the call through the configured inter-node SIP trunking module.
NAT Control
Use this section to control endpoint reachability and keepalive behavior for devices behind NAT or with changing network paths.
| Block | Purpose |
|---|---|
| NAT | Defines how MiRTA PBX treats NAT traversal for the endpoint. |
| Qualify and qualify frequency | Controls whether the PBX checks endpoint reachability and how often checks are sent. |
| Keep alive and RTP keep alive | Sends periodic traffic to keep network mappings open and detect unavailable devices. |
Call Settings
Use this section for call behavior that is not specific to inbound or outbound routing.
| Block | Purpose |
|---|---|
| Fax and volume | Controls T.38 fax behavior and transmit/receive volume adjustments. |
| Music on hold and language | Selects media behavior and the preferred language for prompts played to the extension. |
| Directories and phone books | Controls whether the extension appears in dial-by-name directories and phone book generated lists. |
| Call waiting and autoanswer | Controls second-call handling and optional automatic answer behavior for supported phones. |
Inbound Recording
Use this section for recording behavior applied to calls received by the extension.
| Block | Purpose |
|---|---|
| Inbound recording policy | Controls whether inbound calls are recorded and whether recording privacy behavior is enabled. |
| Recording notifications | When enabled, recordings can be mailed and processed according to tenant recording settings. |
Outbound Recording
Use this section for recording and post-processing behavior applied to calls placed by the extension.
| Block | Purpose |
|---|---|
| Always record | Controls whether outbound calls from this extension are recorded, unless tenant-wide settings force recording. |
| Email recording to | Sends matching recordings to the configured address. Minimum size can suppress very small recordings. |
| Transcript, summary, sentiment | Enables transcript, summary, and sentiment processing when the tenant supports those services. |
Security
Use this section to restrict registration, authentication, abuse behavior, cost limits, and outbound availability.
| Block | Purpose |
|---|---|
| Authentication and network filters | Controls endpoint trust, allowed IPs, and authentication-related behavior. |
| Abuse detection and cost limits | Locks or warns on suspicious or excessive usage according to tenant policy. |
| Outbound destinations | Allows all calls, blocks calls, or applies a destination regex filter. |
| Lock PIN and max duration | Allows the extension to be locked and caps outbound call duration. |
| Working hours | Restricts outbound calling to the selected weekday condition. |
Web User Panel and Switchboard
Use this section to enable user-facing web access and related application permissions for the extension.
| Block | Purpose |
|---|---|
| Access toggles | Enables the user panel, web phone, switchboard, and optional custom user application. |
| Web user and password | Sets the login identity and password. If no web user is specified, the endpoint username is used. |
| Password policy and 2FA | Controls expiry, forced change, lock state, LDAP use, and two-factor authentication. |
| Email, profile, and IP filter | Sets the user email, sends account information, assigns a user profile, and optionally restricts web access by IP. |
Outbound Calls
Use this section to control the caller ID, emergency caller ID, area-code handling, dialing filters, routing profile, and call rate used by outbound calls.
| Block | Purpose |
|---|---|
| External caller ID | Sets or hides the caller ID number and name sent on outbound calls. |
| SMS and override caller ID | Controls SMS caller ID and optional SIP header based caller ID overrides. |
| Emergency caller ID | Defines the emergency number identity and whether empty emergency caller ID warnings are ignored. |
| Area code and caller ID regex | Applies prefixes and caller ID rewrite rules before routing. |
| Do Not and Only Allow lists | Applies tenant call-list restrictions to this extension. |
| Routing profile and call rate | Selects the routing profile, SMS routing profile, and client rate used by calls. |
Inbound Calls
Use this section for inbound caller ID privacy controls.
| Block | Purpose |
|---|---|
| Block inbound caller ID number | Prevents the caller ID number from being shown to this extension. |
| Block inbound caller ID name | Prevents the caller ID name from being shown to this extension. |
Find me/Follow me Configuration
Use this section to forward calls to an alternate number when find-me/follow-me is enabled.
| Block | Purpose |
|---|---|
| FMFM number and status | Sets the external follow-me number and enables or disables the feature. |
| Condition and dial method | Limits follow-me behavior to a condition and selects how the alternate number is dialed. |
| Confirmation and messages | Requires answer confirmation and selects confirm/hold messages. |
| Caller ID and timing | Controls caller ID presentation, prefixes, delay, and dial timeout for the follow-me call. |
Additional Destinations - Active if checked
Use this section to define failover or conditional routing for calls that do not complete normally.
| Block | Purpose |
|---|---|
| Unconditional | Always routes calls to the selected destination when enabled. |
| On no answer, busy, or offline | Routes calls when the extension does not answer, is busy, or is offline. |
| On condition | Routes calls to a selected destination when the chosen condition matches. |
| Missed call notification | Sends email notifications for missed calls, with options to ignore internal or queue-originated calls. |
Note
Use this section for administrative classification and free-form notes, then save or delete the extension.
| Block | Purpose |
|---|---|
| Branch and department | Classifies the extension for reporting and administration. |
| Reference ID and additional info | Stores external references and notes. |
| Save, delete, and back | Save applies changes, Delete removes the extension when allowed, and Back returns to the Extensions list. |
Create and Edit PJSIP Extensions
Use this page to create or edit a phone extension that registers as a PJSIP endpoint. The form works against the tenant currently selected in the top bar.
The screenshots use the Canistracci Oil demo extension 101 Bella Stone. Creating and editing use the same form: a new extension opens with tenant defaults, while an existing extension opens with saved values.
Creating and editing
| Action | Description |
|---|---|
| Create | Open Configuration > Extensions and select New PJSIP peer. Fill the required fields and select Save. |
| Edit | Open an existing extension from the Extensions list. Update the required fields and select Save. |
| Delete | When delete permission is available, open the extension and select Delete. Confirm only after checking routing, phones, queues, and other references. |
For PJSIP extensions, the endpoint username normally uses the extension number, a hyphen, and the tenant code, such as 101-CANISTRACCI. Press the swapped-arrow icon beside Username to switch the separator from a hyphen to an underscore, for example 101_CANISTRACCI. If custom usernames are enabled in Admin > Settings, you can enter a username that does not follow the generated tenant-code pattern.
Information
Use this section for the extension identity, endpoint credentials, media basics, groups, voicemail message-waiting indication, DND state, and inbound ring timeout.
| Block | Purpose |
|---|---|
| Number and name | Number is the internal extension number. Name is the display name used in lists, caller ID, and reports. |
| Description and emergency notes | Description is an administrator note. Emergency notes can be used by emergency routing and notification logic. |
| SIP stack | Shows whether the endpoint is using chan_sip or PJSIP. Users with switch permission can change the stack from this form or from the Extensions list. |
| Username and password | Endpoint credentials used by the phone or softphone. The default username pattern is the extension number followed by the tenant code. |
| Codecs and DTMF | Controls the allowed audio/video codecs and DTMF signaling mode used by the endpoint. |
| Media and groups | Direct media, call groups, pickup groups, spy groups, and message-waiting options control how the endpoint participates in calls and monitoring. |
| Voicemail, DND, and timeout | Voicemail MWI, DND, and inbound dial timeout control how incoming calls are presented and how long the extension rings. |
Trunk mode
Enable Trunk only when the PJSIP endpoint is another PBX, gateway, or upstream device that should receive calls by dialed number rather than as a single telephone endpoint. A normal phone extension should usually leave this option disabled.
| Field or option | Effect |
|---|---|
| Trunk | Changes how calls are sent to the endpoint. With trunk mode disabled, MiRTA PBX dials the PJSIP endpoint contacts as a phone endpoint. With trunk mode enabled, MiRTA PBX sends the called number to the endpoint, or the configured DID override when one is set. |
| DID Number | Automatic sends the original called number to the peer. Set to sends the value entered in the DID number field instead, which is useful when the downstream PBX or gateway expects a fixed pilot number or a rewritten DID. |
| CallerID Number Override | Controls which outbound caller ID values are preserved from the SIP INVITE received from the trunk device. The default behavior can keep both caller ID name and number from the INVITE. The other choices keep only the number, keep only the name, or ignore the INVITE caller ID and use the caller ID configured on the extension. |
| Emergency CallerID Number Override | For emergency routes, Get Emergency CallerID from SIP Invite allows the emergency caller ID sent by the trunk device to pass through. Do not use Emergency CallerID from SIP Invite makes MiRTA PBX replace it with the extension emergency caller ID, or the tenant default emergency caller ID when the extension does not define one. |
| CallerID Number Source | Selects where inbound trunk caller ID is read from when a specific source is required. Automatic keeps the caller ID parsed by Asterisk. The explicit choices read the From, P-Asserted-Identity, P-Preferred-Identity, or Remote-Party-ID header and use it to set caller ID before routing. |
In the dialplan, PJSIP trunk mode affects both direct endpoint dialing and registered-contact dialing. When contacts are used, MiRTA PBX rewrites the PJSIP contact URI user part from the endpoint identity to the dialed number, or to the DID override. If the endpoint is registered on another node, MiRTA PBX sends the call through the configured inter-node SIP trunking module.
NAT Control
Use this section to control endpoint reachability and keepalive behavior for devices behind NAT or with changing network paths.
| Block | Purpose |
|---|---|
| NAT | Defines how MiRTA PBX treats NAT traversal for the endpoint. |
| Qualify and qualify frequency | Controls whether the PBX checks endpoint reachability and how often checks are sent. |
| Keep alive and RTP keep alive | Sends periodic traffic to keep network mappings open and detect unavailable devices. |
Call Settings
Use this section for call behavior that is not specific to inbound or outbound routing.
| Block | Purpose |
|---|---|
| Fax and volume | Controls T.38 fax behavior and transmit/receive volume adjustments. |
| Music on hold and language | Selects media behavior and the preferred language for prompts played to the extension. |
| Directories and phone books | Controls whether the extension appears in dial-by-name directories and phone book generated lists. |
| Call waiting and autoanswer | Controls second-call handling and optional automatic answer behavior for supported phones. |
Inbound Recording
Use this section for recording behavior applied to calls received by the extension.
| Block | Purpose |
|---|---|
| Inbound recording policy | Controls whether inbound calls are recorded and whether recording privacy behavior is enabled. |
| Recording notifications | When enabled, recordings can be mailed and processed according to tenant recording settings. |
Outbound Recording
Use this section for recording and post-processing behavior applied to calls placed by the extension.
| Block | Purpose |
|---|---|
| Always record | Controls whether outbound calls from this extension are recorded, unless tenant-wide settings force recording. |
| Email recording to | Sends matching recordings to the configured address. Minimum size can suppress very small recordings. |
| Transcript, summary, sentiment | Enables transcript, summary, and sentiment processing when the tenant supports those services. |
Security
Use this section to restrict registration, authentication, abuse behavior, cost limits, and outbound availability.
| Block | Purpose |
|---|---|
| Authentication and network filters | Controls endpoint trust, allowed IPs, and authentication-related behavior. |
| Abuse detection and cost limits | Locks or warns on suspicious or excessive usage according to tenant policy. |
| Outbound destinations | Allows all calls, blocks calls, or applies a destination regex filter. |
| Lock PIN and max duration | Allows the extension to be locked and caps outbound call duration. |
| Working hours | Restricts outbound calling to the selected weekday condition. |
Web User Panel and Switchboard
Use this section to enable user-facing web access and related application permissions for the extension.
| Block | Purpose |
|---|---|
| Access toggles | Enables the user panel, web phone, switchboard, and optional custom user application. |
| Web user and password | Sets the login identity and password. If no web user is specified, the endpoint username is used. |
| Password policy and 2FA | Controls expiry, forced change, lock state, LDAP use, and two-factor authentication. |
| Email, profile, and IP filter | Sets the user email, sends account information, assigns a user profile, and optionally restricts web access by IP. |
Outbound Calls
Use this section to control the caller ID, emergency caller ID, area-code handling, dialing filters, routing profile, and call rate used by outbound calls.
| Block | Purpose |
|---|---|
| External caller ID | Sets or hides the caller ID number and name sent on outbound calls. |
| SMS and override caller ID | Controls SMS caller ID and optional SIP header based caller ID overrides. |
| Emergency caller ID | Defines the emergency number identity and whether empty emergency caller ID warnings are ignored. |
| Area code and caller ID regex | Applies prefixes and caller ID rewrite rules before routing. |
| Do Not and Only Allow lists | Applies tenant call-list restrictions to this extension. |
| Routing profile and call rate | Selects the routing profile, SMS routing profile, and client rate used by calls. |
Inbound Calls
Use this section for inbound caller ID privacy controls.
| Block | Purpose |
|---|---|
| Block inbound caller ID number | Prevents the caller ID number from being shown to this extension. |
| Block inbound caller ID name | Prevents the caller ID name from being shown to this extension. |
Find me/Follow me Configuration
Use this section to forward calls to an alternate number when find-me/follow-me is enabled.
| Block | Purpose |
|---|---|
| FMFM number and status | Sets the external follow-me number and enables or disables the feature. |
| Condition and dial method | Limits follow-me behavior to a condition and selects how the alternate number is dialed. |
| Confirmation and messages | Requires answer confirmation and selects confirm/hold messages. |
| Caller ID and timing | Controls caller ID presentation, prefixes, delay, and dial timeout for the follow-me call. |
Additional Destinations - Active if checked
Use this section to define failover or conditional routing for calls that do not complete normally.
| Block | Purpose |
|---|---|
| Unconditional | Always routes calls to the selected destination when enabled. |
| On no answer, busy, or offline | Routes calls when the extension does not answer, is busy, or is offline. |
| On condition | Routes calls to a selected destination when the chosen condition matches. |
| Missed call notification | Sends email notifications for missed calls, with options to ignore internal or queue-originated calls. |
Note
Use this section for administrative classification and free-form notes, then save or delete the extension.
| Block | Purpose |
|---|---|
| Branch and department | Classifies the extension for reporting and administration. |
| Reference ID and additional info | Stores external references and notes. |
| Save, delete, and back | Save applies changes, Delete removes the extension when allowed, and Back returns to the Extensions list. |
Edit PJSIP Endpoint
Use this page to tune the PJSIP endpoint behavior behind a PJSIP extension. The settings here control media negotiation, NAT behavior, DTLS certificate handling, and transport-related media addressing. The screenshots use the Canistracci Oil demo PJSIP extension 101 Bella Stone.
Opening and saving
| Action | Description |
|---|---|
| Open | Open Configuration > Extensions, edit a PJSIP extension, then choose the Endpoint detail link. |
| Edit | Update the required fields and select Save. The form returns to the PJSIP extension after saving. |
| Back | Use Back to return to the PJSIP extension without applying changes. |
Information
Use this section for media path behavior, contact rewriting, connected-line signaling, NAT behavior, T.38 behavior, packetization, RTCP multiplexing, and ring-in-use notifications.
| Field or option | Purpose |
|---|---|
| Direct Media | Determines whether media may flow directly between endpoints |
| Rewrite Contact | Allow Contact header to be rewritten with the source IP address-port |
| Connected Line Method | Connected line media type |
| DirectMedia Method | Direct Media method type |
| Direct Media Glare Mitigation | Mitigation of direct media re INVITE glare |
| Disable direct media on NAT | Disable direct media session refreshes when NAT obstructs the media session |
| Force rport | Force use of return port |
| Outbound Proxy | Proxy through which to send requests a full SIP URI must be provided |
| RTP Symmetric | Enforce that RTP must be symmetric |
| T.38 UDPTL NAT | Use the NATTED IP in the UDPTL for T.38 |
| RPID Immediate | Immediately send connected line updates on unanswered incoming calls |
| Use ptime | Use Endpoint's requested packetization interval |
| RTCP Mux | Controls whether RTP and RTCP can be multiplexed on the same transport flow. |
| Notify Ringing when Ring in Use | When an extension is in Ring in Use state, notifies the ringing |
Security
Use this section for DTLS certificate settings used by secure media and WebRTC-style endpoint behavior.
| Field or option | Purpose |
|---|---|
| DTLS certificate file path | Path to certificate file to present to peer |
| DTLS CA certificate file path | Path to certificate authority certificate |
| DTLS Auto generate certificate | Enable ephemeral DTLS certificate generation |
Transport
Use this section for the external media address used in RTP handling.
| Field or option | Purpose |
|---|---|
| External Media Address | External IP address to use in RTP handling |
Edit PJSIP AOR
Use this page to tune the PJSIP Address of Record for a PJSIP extension. These settings control registration contact limits, contact expiration timing, mailbox subscription hints, and Path support. The screenshots use the Canistracci Oil demo PJSIP extension 101 Bella Stone.
Opening and saving
| Action | Description |
|---|---|
| Open | Open Configuration > Extensions, edit a PJSIP extension, then choose the AOR detail link. |
| Edit | Update the required fields and select Save. The form returns to the PJSIP extension after saving. |
| Back | Use Back to return to the PJSIP extension without applying changes. |
Information
Use this section for contact expiration limits, mailbox subscriptions, maximum registered contacts, registration contact cleanup, and Path support.
| Field or option | Purpose |
|---|---|
| Default Expiration | Default expiration time in seconds for contacts that are dynamically bound to an AoR |
| Minimum Expiration | Minimum expiration time in seconds for contacts that are dynamically bound to an AoR |
| Maximum Expiration | Maximum expiration time in seconds for contacts that are dynamically bound to an AoR |
| Mailboxes | Allow subscriptions for the specified mailbox(es) |
| Max Contacts | Maximum number of contacts that can bind to an AoR |
| Remove Existing | On receiving a new registration to the AoR should it remove enough existing contacts not added or updated by the registration to satisfy Max Contacts? Any removed contacts will expire the soonest. |
| Remove Unavailable | On receiving a new registration to the AoR should it remove unavailable contacts not added or updated by the registration to satisfy Max Contacts? |
| Support Path | Enables Path support for REGISTER requests and Route support for other requests. |
Create and Edit Custom Extensions
Use this page to create or edit an extension that routes to a custom dial target or external endpoint behavior. The form works against the tenant currently selected in the top bar.
The screenshots use the Canistracci Oil demo extension 106 Gia Parker. Creating and editing use the same form: a new extension opens with tenant defaults, while an existing extension opens with saved values.
Creating and editing
| Action | Description |
|---|---|
| Create | Open Configuration > Extensions and select Custom Extension. Fill the required fields and select Save. |
| Edit | Open an existing extension from the Extensions list. Update the required fields and select Save. |
| Delete | When delete permission is available, open the extension and select Delete. Confirm only after checking routing, phones, queues, and other references. |
Information
Use this section for the custom extension identity, call/pickup groups, DND state, and inbound timeout.
| Block | Purpose |
|---|---|
| Number, name, and description | Defines the internal extension number, display name, and administrator description. |
| Call and pickup groups | Controls pickup behavior and group membership for incoming calls. |
| DND and inbound timeout | Controls whether the custom extension is marked DND and how long incoming calls are attempted. |
Call Settings
Use this section for media and listing behavior applied to the custom extension.
| Block | Purpose |
|---|---|
| Fax and volume | Controls fax behavior and transmit/receive volume adjustments. |
| Music on hold and language | Selects hold media and prompt language. |
| Directories and phone books | Controls inclusion in dial-by-name and phone book generated lists. |
| Call waiting and autoanswer | Controls second-call handling and autoanswer behavior when supported by the target. |
Outbound Recording
Use this section for outbound recording and optional recording processing.
| Block | Purpose |
|---|---|
| Always record and email recording | Controls outbound recording and optional delivery of recordings by email. |
| Transcript, summary, sentiment | Enables transcript, summary, and sentiment processing when available for the tenant. |
Security
Use this section to define the custom dial target and restrict how the custom extension can be used.
| Block | Purpose |
|---|---|
| Outbound number | Defines the number or dial target used to reach the custom extension. |
| Caller ID and authentication | Controls caller ID use on internal calls and the authentication method expected for inbound matching. |
| Allowed providers and Teams ID | Restricts inbound providers and stores a Teams extension ID when Teams status integration is used. |
| Abuse, cost, and destination limits | Applies abuse detection, call cost limits, outbound destination filters, lock PIN, maximum duration, and working-hours restrictions. |
Web User Panel
Use this section to enable web access for the custom extension user.
| Block | Purpose |
|---|---|
| User panel toggle | Enables or disables web access for this extension. |
| Web user and password | Sets the login identity and password. |
| LDAP, 2FA, email, and profile | Controls external authentication, two-factor options, notification email, and user profile. |
Outbound Calls
Use this section to control outbound caller ID, emergency caller ID, prefixes, call lists, routing profile, and call rate.
| Block | Purpose |
|---|---|
| External caller ID | Sets caller ID number and name used by outbound calls. |
| Caller ID regex and emergency caller ID | Applies rewrite rules and emergency identity settings. |
| Area code and call lists | Applies area-code prefixes and Do Not or Only Allow list restrictions. |
| Routing profile and call rate | Selects the routing profile and call rate used by outbound calls. |
Find me/Follow me Configuration
Use this section to send calls to a follow-me destination under controlled conditions.
| Block | Purpose |
|---|---|
| FMFM number and dial method | Sets the follow-me target and how it is dialed. |
| Confirmation and caller ID | Controls answer confirmation and caller ID behavior. |
| Delay and timeout | Controls how long to wait before and during follow-me dialing. |
Additional Destinations - Active if checked
Use this section to route calls that are not answered, are busy, are offline, or meet a condition.
| Block | Purpose |
|---|---|
| Failover destinations | Selects unconditional, no-answer, busy, offline, and conditional destinations. |
| Missed call notifications | Sends notifications and optionally ignores internal or queue-originated missed calls. |
Note
Use this section for administrative metadata and final actions.
| Block | Purpose |
|---|---|
| Branch, department, reference ID | Classifies the extension and stores external references. |
| Additional info | Stores free-form notes. |
| Save, delete, and back | Save applies changes, Delete removes the extension when allowed, and Back returns to the Extensions list. |
Create and Edit Virtual Extensions
Use this page to create or edit a virtual extension that groups real extensions behind a single internal number. The form works against the tenant currently selected in the top bar.
The screenshots use the Canistracci Oil demo extension 108 Ivy Morgan. Creating and editing use the same form: a new extension opens with tenant defaults, while an existing extension opens with saved values.
Creating and editing
| Action | Description |
|---|---|
| Create | Open Configuration > Extensions and select Virtual Extension. Fill the required fields and select Save. |
| Edit | Open an existing extension from the Extensions list. Update the required fields and select Save. |
| Delete | When delete permission is available, open the extension and select Delete. Confirm only after checking routing, phones, queues, and other references. |
Information
Use this section for the virtual extension identity, member extensions, security PIN, caller ID, groups, voicemail MWI, DND state, and inbound timeout.
| Block | Purpose |
|---|---|
| Number, name, and description | Defines the internal virtual extension number, display name, and administrator description. |
| Security PIN | Requests a PIN when an extension tries to join the virtual extension. |
| Internal caller ID | Sets the caller ID shown for internal calls, or keeps it automatic. |
| Extensions | Selects the real extensions that belong to the virtual extension. |
| Groups, voicemail, DND, timeout | Controls call/pickup/spy groups, voicemail MWI, DND state, and inbound ring timeout. |
Call Settings
Use this section for virtual extension call behavior and listing options.
| Block | Purpose |
|---|---|
| Volume and music on hold | Adjusts audio levels and selects hold media. |
| Directories and phone books | Controls inclusion in dial-by-name and phone book generated lists. |
| Call waiting and parking lot | Controls server-side call waiting behavior and parking lot selection. |
Outbound Recording
Use this section for outbound recording and optional recording processing.
| Block | Purpose |
|---|---|
| Always record and email recording | Controls outbound recording and optional delivery of recordings by email. |
| Transcript, summary, sentiment | Enables transcript, summary, and sentiment processing when available for the tenant. |
Security
Use this section to limit outbound usage from the virtual extension.
| Block | Purpose |
|---|---|
| Outbound destinations | Allows all calls, blocks calls, or applies a destination regex filter. |
| Lock PIN and max duration | Allows the virtual extension to be locked and caps outbound call duration. |
| Working hours | Restricts outbound calling to the selected weekday condition. |
Web User Panel
Use this section to enable web access for the virtual extension user.
| Block | Purpose |
|---|---|
| User panel toggle | Enables or disables web access for this extension. |
| Web user and password | Sets the login identity and password. |
| LDAP, 2FA, email, and profile | Controls external authentication, two-factor options, notification email, and user profile. |
Outbound Calls
Use this section to control caller ID, area-code handling, dialing filters, and routing for calls placed from the virtual extension.
| Block | Purpose |
|---|---|
| External caller ID | Sets caller ID number and name used by outbound calls. |
| Use this caller ID in a virtual extension | Controls whether member extensions use this caller ID when calls originate through the virtual extension. |
| Caller ID regex and area code | Applies rewrite rules and number prefixes before routing. |
| Call lists and routing profile | Applies Do Not or Only Allow lists and selects the routing profile. |
Find me/Follow me Configuration
Use this section to send calls to a follow-me destination under controlled conditions.
| Block | Purpose |
|---|---|
| FMFM number and condition | Sets the follow-me target and optional condition. |
| Dial method and confirmation | Controls how the follow-me call is dialed and whether answer confirmation is required. |
| Caller ID and timing | Controls caller ID presentation, delay, and timeout. |
Additional Destinations - Active if checked
Use this section to route calls that do not complete normally or that meet a condition.
| Block | Purpose |
|---|---|
| Failover destinations | Selects unconditional, no-answer, busy, offline, and conditional destinations. |
| Missed call notifications | Sends notifications and optionally ignores internal or queue-originated missed calls. |
Note
Use this section for administrative metadata and final actions.
| Block | Purpose |
|---|---|
| Branch, department, reference ID | Classifies the extension and stores external references. |
| Additional info | Stores free-form notes. |
| Save, delete, and back | Save applies changes, Delete removes the extension when allowed, and Back returns to the Extensions list. |