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How to Create a Routing Rule ๐Ÿ”„

Routing rules let you direct calls to SIP trunks, Teams tenants, bots, and enrich the call experience with added services.

Written by Tomer Yair Zemel
Updated over a year ago

For full details, visit the Live Hub Routing Documentation.

Step 1: Access the Routing Rules Page

  1. Log in to Live Hub.

  2. Navigate to Routing > Routing Rules.

  3. Click Add Routing Rule.


Step 2: Configure the Routing Rule

1. Choose a Region

  • Select the applicable region where the routing should occur (e.g., eu-de).

  • Why this matters: It ensures calls are processed efficiently and comply with regional requirements.


2. Select Call Type

  • Call: Handles standard inbound or outbound calls.

  • Transfer: Routes active calls to another endpoint (e.g., bot-to-agent).

  • Tip: Use Call for general routing and Transfer for escalations or advanced workflows.


3. Define Call Origin

  • Select the source of the call:

    • Bot: Specify the bot that initiated the call (e.g., sales_bot01@domain.com).

    • Phone Number: Enter the number or wildcard pattern (e.g., +1415* for area-specific rules).


4. Route to Destination

Define where the calls matching this rule should be routed:

  • Bot: Select a bot for handling customer queries or performing automated tasks.

  • SIP Trunk: Route calls to an external SIP trunk.

  • Teams Tenant: Direct calls to a Teams user, group, or queue.

  • Another Routing Rule: Forward calls to an existing routing rule for layered workflows.

  • The Call Destination refers to the endpoint where the call is routed to or intended to terminate.

  • It specifies the entity or system that will handle or respond to the call. Examples include:

    • Bot: A bot that processes customer interactions or queries.

    • SIP Trunk: An external SIP trunk for routing calls outside the Live Hub system.

    • Teams Tenant: A Microsoft Teams user, group, or queue receiving the call.

    • Another Routing Rule: Redirecting the call to a different, predefined routing rule for layered or advanced workflows.

Together, the Call Origin and Call Destination define the complete path a call takes within the routing framework of Live Hub, ensuring it reaches the right place efficiently.


5. Enable Additional Services

Enhance call handling with these options:

Service

Description

Live Hub Recording

Automatically record calls for compliance or review.

External Recording

Send calls to an external recording service.

Assist Bot

Integrate a bot to assist during the call or manage customer requests.


Step 3: Save and Test

  1. Save the Rule: Review your inputs and save the routing rule.

  2. Test the Rule:

    • Make test calls to validate routing behavior.

    • Use the Call History page to analyze call flow and logs for troubleshooting.


Editing or Deleting Rules

  • To update an existing rule, click Edit from the Routing Rules page.

  • To delete a rule, click Delete next to it.


Additional Tips

  • Use Bot Routing to streamline customer interactions and automate common tasks.

  • Combine specific numbers and wildcards (e.g., +141555*) for flexibility in routing.

  • Enable services like Assist Bot or Recording selectively to optimize performance.

Smooth Routing Ahead,
๐Ÿ› ๏ธ The Live Hub Team ๐Ÿ› ๏ธ

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