Contact Methods
The Contact Methods section is where you manage all the ways calls can be handled in your phone system. This includes:
- App configurations for the phone system app
- SIP accounts for VoIP phones and softphones
- PSTN routing for forwarding to regular phone numbers
- External SIP URIs for routing to other VoIP systems
- Email addresses for receiving voicemails and call recordings
When you assign a FlyNumber as the "DID Number" in a contact method, that number becomes directly linked to that contact method. This means:
- The FlyNumber will not be available in the Phone Number module for use in call flows
- Direct assignment is simple but limits your ability to create complex call flows
- If you want to use a FlyNumber in call flows with modules on the panel, you should not assign it in a contact method
Choose your configuration based on your needs:
- Simple routing: Assign the FlyNumber directly in a contact method
- Complex call flows: Keep the FlyNumber unassigned in contact methods so you can use it in the Phone Number module
Keep in mind once a contact method is configured it can be setup to work without using the panel and/or modules. To setup the App as a contact method you'll need to do this from the user menu.
Common Settingsβ
Inbound Calls Configurationβ
All contact methods (except email) share these common inbound call settings:
-
DID Number: Select which FlyNumber rings to this contact method
warningImportant: When you assign a FlyNumber here, it creates a direct connection to this contact method. The number will NOT be available for use in the Phone Number module on the panel. Leave this field empty if you want to use the number in a call flow with modules.
-
Internal Number: Set an extension for internal calling
- 1-4 digit number
- Must be unique across your system
- Used for quick internal dialing
-
When unavailable: Choose what happens when calls can't be answered
- Do Nothing: End the call
- Route to Voicemail: Send to voicemail with selected greeting
- Custom handling options may vary by contact method type
-
Voicemail audio: Select greeting for voicemail (if enabled)
- Choose from your uploaded audio files
- Different greetings for different scenarios
- Professional message recommendations
Integration with Call Flowsβ
All contact methods (App configurations, SIP accounts, PSTN routes, and SIP forwarding) can be integrated into your call flows using the Ring Group module. This allows you to:
- Create complex routing scenarios
- Combine with other call handling features
- Set up conditional routing
To integrate a contact method into your custom call flow:
- Clear the DID Number from the contact method's inbound settings (this frees up your FlyNumber)
- Use a Phone Number module with your FlyNumber connected to a Ring Group
- Add the contact method as a destination in the Ring Group
This approach gives you the flexibility to create complex call handling while still using your preferred contact methods as destinations.
You can enhance your call flow by adding other modules like:
- Time Router for schedule-based routing
- Voice Menu for interactive menus
- Other modules to build complex call flows
Call Transfersβ
Call transfer functionality allows callers to transfer calls to other numbers using feature codes. This applies to both SIP Accounts and PSTN Routes (regular phone number forwarding). When "Allow Call Transfer" is enabled in the contact method settings, callers can perform call transfers during a call.
To configure call transfers, you need to:
- Enable Allow Call Transfer in the settings of your SIP Account or PSTN Route
- Ensure the appropriate feature codes are set up in Settings β Feature Codes
There are two types of transfers available, here's how it could work:
1. Attended Transferβ
- Press *11 during the call (using our example)
- Enter the destination number in E.164 format (without +) followed by #
- The system announces "Transfer"
- Speak with the new recipient first
- Complete the transfer after confirmation
- Return to the original caller if needed
Perfect for when you need to:
- Confirm recipient availability
- Provide context before transfer
- Ensure a proper handoff
2. Unattended Transferβ
- Press *22 during the call (using our example)
- Enter the destination number in E.164 format (without +) followed by #
- The system announces "Transfer"
- The call transfers immediately
- The original caller connects directly to the destination
Ideal for:
- Quick transfers
- Known recipients
- Routine call routing
Enabling call transfers may incur additional per-minute charges for the transferred calls.
App Configurations π±β
The App Configurations tab shows all users who have the phone system app configured. Here you can manage app settings like inbound/outbound calling options and recording preferences. Once configured, these app configurations can be used as destinations in your call flow with-in the ring group module.
Just like with other contact methods, you have two options for routing calls to the app:
Option 1: Direct Connection (Simple)
- Assign a FlyNumber as the DID Number in the app configuration settings
- Calls to that FlyNumber ring directly to the user's app
- Your FlyNumber will NOT be available for use in the Phone Number module
- No call flow customization possible on the panel
Option 2: Call Flow Integration (Advanced)
- Leave the DID Number field empty in the app configuration
- Use the Phone Number module with your FlyNumber
- Connect to a Ring Group that includes the app as a destination
- Allows for building custom call flows with additional modules
Unlike other contact methods which can be added directly in the Contact Methods menu, app configurations must be set up through the Users menu. See App Integration in Users for details.
There are two ways to set up app configurations:
-
For New Users:
- Create a new user in the Users menu
- Enable "Configure application line in the next step"
- Complete the app configuration setup
- User will receive an email with activation instructions
-
For Existing Users:
- Ensure the user has an email address
- Go to the Users menu
- Use "Send invite to app" from the Actions menu
- See Sending App Invitations for step-by-step instructions
The interface displays key information for each app user:
Field | Description |
---|---|
User | Name of the app user |
Number | Assigned FlyNumber for inbound calls |
Internal number | Extension for internal calling |
When unavailable | Action taken when user can't answer |
Enable external outbound calls | Whether external calling is allowed |
Caller ID(s) | Numbers used for outbound calls |
Caller ID name | Display name for outbound calls |
Internal caller ID | Identity for internal calls |
Inbound internal | Call recording setting for internal incoming calls |
Delivery Method | Where call recordings are sent |
Inbound external | Call recording setting for external incoming calls |
Outbound internal | Call recording setting for internal outgoing calls |
Outbound external | Call recording setting for external outgoing calls |
On demand | Whether manual call recording is enabled |
You can drag columns left or right to rearrange them in any order you prefer. This helps you focus on the most important information for your needs.
Click the download icon in the top right corner to export all app configurations to a CSV file. This can be useful for backup purposes or bulk review of settings.
Managing App Settingsβ
To modify an app user's settings:
- Click the Actions menu (three dots) for the user
- Select "Edit"
- Adjust the configuration options:
Call Settingsβ
Outbound Calls
- Enable external outbound calls: Toggle ability to make external calls
- Caller IDs: Choose which numbers to use for outbound calls
- Caller ID name: Set the display name for outbound calls
- Internal Caller ID: Set identity for internal calls
- Announcements: Configure audio for internal/external calls
Call Recordingβ
Configure recording settings:
- Delivery Method: Where recordings are sent (Email, Dropbox, FTP, SFTP, Google Drive, OneDrive, or Cloud Storage)
- Call Types to Record:
- Inbound Internal
- Inbound External
- Outbound Internal
- Outbound External
- Record on Demand: Enable manual recording during calls
Call recordings are:
- Sent immediately after each call ends
- Not stored on phone system servers
- Subject to email server file size limits (approximately 7MB per hour)
In addition to the standard delivery methods, you can optionally configure cloud storage integration (AWS, Azure, or MinIO) through Settings β Cloud Storage Integrations. This provides an alternative way to store and manage your recordings.
To remove an app device, you'll need to do this from the Users section under App Devices.
SIP Accounts πβ
SIP accounts provide an alternative way to use your phone system with any SIP-compatible client. Instead of using the phone system app, you can configure your preferred SIP client (like Zoiper or Groundwire) using credentials provided by the system. Once configured, these SIP accounts can be used as destinations in your call flow with-in the ring group module.
You have two options when setting up SIP accounts:
Option 1: Direct Connection (Simple)
- Assign a FlyNumber as the DID Number in the SIP account settings
- Calls to that FlyNumber go directly to the SIP client
- Your FlyNumber will NOT be available for use in the Phone Number module
- No call flow customization possible on the panel
Option 2: Call Flow Integration (Advanced)
- Leave the DID Number field empty in the SIP account settings
- Use the Phone Number module with your FlyNumber
- Connect to a Ring Group that includes this SIP account as a destination
- Allows for building custom call flows with additional modules
For simple use cases, Option 1 lets you set up a SIP account for inbound and outbound calls without needing to create call flows. Just configure the account settings and start using it with your SIP client right away. For more complex scenarios, use Option 2 to integrate the SIP account into your call flows.
The SIP Accounts interface displays:
Field | Description |
---|---|
ID | Unique identifier for the SIP account |
User | Name of the user assigned to this account |
Number | FlyNumber assigned for inbound calls |
Internal number | Extension for internal calling |
When unavailable | Action taken when user can't answer |
Allow Call Transfer | Indicates if call transfer is enabled |
Enable external outbound calls | Whether external calling is allowed |
Caller ID | Number used for outbound calls |
Caller ID name | Display name for outbound calls |
Internal caller ID | Identity for internal calls |
Delivery Method | Where call recordings are sent |
Inbound internal | Call recording setting for internal incoming calls |
Inbound external | Call recording setting for external incoming calls |
Outbound internal | Call recording setting for internal outgoing calls |
Outbound external | Call recording setting for external outgoing calls |
Record on demand | Whether manual call recording is enabled |
You can drag columns left or right to rearrange them in any order you prefer. You can also download your SIP account configurations by clicking the download icon in the top right corner.
Creating a SIP Accountβ
To create a new SIP account:
- Click the + button in the bottom right corner
- Configure the following sections: