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Routers

Written by Keith Winhall

Updated at May 30th, 2025

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Table of Contents

Router Module Overview Creating a New Router Router Tabs Additional Notes

Router Module Overview

The Router Module efficiently distributes calls among groups of Agents, ensuring intelligent call handling and optimised resource allocation. In many cases, a Router serves as the final destination in a call flow, managing incoming calls and directing them to available agents.

Key Features:

  • Adjustable Queue Management – When all agents are occupied, callers are placed in a queue with:
    • Music-on-hold for a better waiting experience.
    • Dynamic queue position messages to inform callers of their status.
    • Error and overflow actions to handle exceptions.
  • Call Routing Methods – Calls are assigned to agents based on:
    • Longest idle agent – Ensuring fair distribution.
    • Requested skill(s) – Matching the caller with the most suitable agent.
    • Previously contacted agent – Enabling continuity by routing the call to the last agent the caller spoke to.
    • Custom settings – Additional routing configurations are available for tailored call flows.

Agent Requirements:

  • Agents must log in to the Client using either Client Edition or Professional Edition to receive routed calls.

Creating a New Router

1. Access the Routers Menu

  • In the Explorer pane, navigate to Phone & Text > Routers.
  • A list of existing Routers will be displayed.

2. Add a New Router

  • Click Add to create a new Router.
  • Enter a logical name for the Router, then click Add to save.

3. Configure the Router

  • Click on the newly created Router in the list to access its settings.
  • The tabs within the Router menu contain additional configuration options

Router Tabs

Click the following links for detailed guides on each tab and sub-section:

  1. Routers
  2. Groups
  3. Custom Statuses
  4. Threasholds
  5. Qualifiers, Web resources & Text blocks

Additional Notes

  • Routers not assigned to any call flow will appear with a grey background.
  • If Routers are assigned or de-assigned, the screen must be reopened to reflect the changes.
  • Some Router settings can be modified by a Supervisor within the Supervisor application, provided they have the necessary permissions.

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