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Call routing

If you get lots of inbound calls, then you need a phone system that features phone call routing. Luckily, Dialpad's unified communications platform has just that—try it for free! Signup takes just a few minutes, and you'll be set up with a virtual phone number too.

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Screenshot of adding and managing phone numbers from Dialpads online dashboard

What is call routing?

Call routing is a call management feature (commonly found in telephony and contact centre software) that automatically distributes incoming calls according to criteria that you’ve set based on your contact centre's or team's capacity.

The benefits of call routing, if you do it right, are huge—especially if you run a small business or are understaffed or under-resourced. Traditionally, businesses needed to hire a person just to direct calls to the right team members or departments. That was their entire job.

Not anymore. Now, a good communications platform or phone system can automatically route calls for you, allowing you to provide an excellent customer experience with low call wait times—while making sure callers get to the most skilled agents for their particular questions.

Call routing with Dialpad

Sign up for any one of Dialpad's Support plans to get a robust communications platform that comes with call routing, unlimited calling (within Canada and the US), call tracking, video meetings, and more—all in one app.

Easy setup

From making changes to your call routing, to porting numbers or buying toll-free numbers, you can do it all in Dialpad through your online account.

Screenshot of adding and managing phone numbers from Dialpads online dashboard

Different types of call routing

With Dialpad, you can route to the agent who's been idle the longest, or according to a fixed order, or based on skill level—just to name a few options. You can even route to voicemail or other departments, and specify how long you want calls to ring for before defaulting to the hold queue!

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Custom greetings

Upload or record a custom greeting to let callers know how they can route themselves to the right department. You can even upload custom voicemail greetings—all in your online account.

Screenshot of uploading a custom queue greeting in Dialpad

Fallback options

Any calls that go unanswered will be routed to your fallback option—you can set that to go directly to voicemail, to another department, or to an automated response menu.

Screenshot of a list of recorded calls in Dialpad-s app showing caller IDs times and durations

Call routing rules by department

Set call routing rules for different departments. Once you’ve set your business hours for each department, you can tailor the call routing rules to how their agents are set up. For example, you may want to do direct routing for customers calling about basic renewals, but choose skill-based routing for customers calling about trickier things like cancelling their service or refunds.

Screenshot of Dialpads call routing options

Built-in analytics

Use Dialpad’s built-in analytics to understand how your contact centre is performing. Get meaningful insights on metrics like call duration, average speed to answer, call volume patterns, missed customer calls and more. You can even track the most frequently used IVR (Interactive Voice Response) options for constant service improvements.

Screenshot of Dialpads support analytics dashboard

Multilingual greetings

If you've got customers with different language preferences, then you'll need a call routing system that supports that. Dialpad's IVR menu languages span English, Spanish, French, Japanese, German, and more.

Screenshot of Dialpad's multilingual IVR greetings options

Want to try a call routing system?

Sign up for a free 14-day trial to get set up with a virtual business phone number and try Dialpad's call routing for yourself!

Integrations with your favorite tools

Dialpad integrates with CRMs like Salesforce and HubSpot to automatically log activities and calls, and lets you embed a CTI dialer right inside these tools too.

Screenshot of Dialpads integration with Salesforce

In-queue callback

A very important call management feature to have, in-queue callbacks are important for the customer experience because it gives your callers the option of hanging up and getting a call later. Hey, not everyone can wait around on hold all day.

Screenshot of managing the call queuing settings in Dialpad

Day-and-night coverage

Have customers and callers in different time zones? Dialpad's call routing features make sure to route calls to an available person in real time—no matter what time of day it is.

Screenshot of setting business hours for your contact center or company in Dialpad

How do I set up call routing on a business phone system?

So, how does call routing work? It should be pretty easy to set up. Let’s use Dialpad as an example.

1. Log into your account or in your web browser on dialpad.com, then navigate to Admin Settings.

2. From there, go to Departments > Business Hours & Call Handling > Call Routing.

3. Choose Edit Call Routing. (You can customize this for your business hours, with one set of routing for your open hours and another for your closed hours.)

4. Here, you'll be able to route phone calls either to your "Operators" (or whoever on your team is responsible for taking calls) or to other options like voicemail, another department, or an automated voice response. That's it!

Need better routing for your contact centre or call centre?

Get flexible routing options, real-time call analytics, WEM features, and more with Dialpad Ai Contact Centre. Book a product tour to see how it can work for you!