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How do I create and manage Call Groups in Barti?

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Written by Joe Gorup

How do I create and manage Call Groups in Barti?

Quick answer: In Organization Settings → VoIP, open a phone number, go to the Call Routing section, and click Create Call Group. Name the group and add the staff and office phones that should receive its calls.

Who this is for: Barti administrators with access to Organization Settings. Call Routing is a Premium VoIP capability and is enabled per organization.

Before you start, you'll need:

  • VoIP enabled for your organization, with at least one phone number set up

  • The staff members and/or office phones you want to group together, already active in Barti


Steps

  1. Open Organization Settings and select the VoIP tab.

  2. Select the phone number you want to configure.

  3. In the Call Routing section, find the Call Groups card.

  4. Click Create Call Group.

  5. Enter a Name for the group (for example, Billing or Front Desk).

  6. Under Staff/Office Phones, search for and select the staff members and office phones that should receive calls for this group. You can add any combination of both.

  7. Click Create to save the group.

To edit a group later, click its row in the Call Groups list, update the Name or members, and click Save.

To delete a group, open the action menu on its row and choose Delete.


What you'll see when it works

The new group appears in the Call Groups list with its Name and the Staff / Office Phones assigned to it. You can now route a phone tree menu option to this group. [See How do I set up a phone tree in Barti?]


Troubleshooting

Why can't I delete a call group?

If a group is currently used by a menu option in your phone tree, the Delete action is disabled and shows the message "Remove this call group from the phone tree before deleting it." Open your Phone Tree, change or remove the menu option that points to this group, then delete the group.

Who can be added to a call group?

Only active staff members and office phones appear in the Staff/Office Phones selector. If someone is missing, confirm they're set up and active in Barti first.

What happens if no one in the group is available? [VERIFY: confirm the live fallback behavior when a routed call group has no active users/phones — PRD specifies the call rings all active users/phones across the organization, but this is not verifiable from the frontend.]


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