For the complete documentation index, see llms.txt. This page is also available as Markdown.

Dial: Smart

To create a smarter experience, the Dial: Smart node extends the regular Dial: Number node with fallback capabilities. This saves you creating additional Flow steps and branching.

If the conversation happens within opening hours, the system will announce the forward and dial the number to forward the call according to the provided details (number and SIP method).

If the conversation happens outside opening hours, the system will provide a closed message and fall back to a specified Flow.

The same thing happens if the dial fails for any reason (usually because the receiving party is unavailable).

Dialing can be done in two different ways:

  • SIP invite (the call is handed over, but if it fails, it returns)

  • SIP refer (the call is immediately handed over and will not return)

Note that if a dial is done using an SIP invite, the Bot will remain on the call, adding to the billing of this call. An SIP refer will stop incurring cost after the handover.

Check extension availability

When the Check extension availability setting is switched on, we will check whether there are human operators available to accept the incoming call. This check varies per extension type.

Disable this setting if you want to forward the call regardless of the status of the destination (e.g., when you have fallback settings configured on the call queue itself).

Extension type
Call will be forwarded to destination

Queue

If there are agents logged in to the queue

Group

If there are members in the group

User

If the user is available (not busy or on another call)

Other extension types

Will always forward the call

This feature is only enabled on the Grid telephony adapter.

Properties

Property
Description
Explanation

destination

The destination type for the call (default)

"Default" to dial the following number in any situation. "Contact based alternatives" to dial a number that is based on user data (a specific contact field). See Dial: Number for more information about the different destination options.

Number

The number to call

Using the extension checkbox, a non-ISO phone number can be provided. This way extension numbers are valid to enter.

SIP

The method for dialing

See above.

Caller ID

Which number is presented to the called party

"caller" or "bot", defaults to "caller". Only works for SIP invite. See Dial: Number for details.

Timeout

Timeout in seconds

Only works for SIP invite.

Text

Announce the forward

Check extension availability

Whether to check if the extension has human operators available

See

Opening hours

Specify how the opening hours are determined

Options:

Notice that you need the skill Timeplans to be installed to use the "from timeplan" option.

Closed situation:

Text

The message to provide if closed

Flow

The Flow to jump to if closed

Unavailable situation:

Text

The message to provide if unavailable

Flow

The Flow to jump to if unavailable

Caller ID

Caller ID selection only applies to SIP invite dials; with SIP refer the network handling the handover determines the presented number.

caller (default): the original caller's number is presented, so the called party sees who is actually trying to reach them. bot: the Bot's own number is presented instead — useful when the caller's number shouldn't be exposed, or when the receiving system only accepts calls from a known (whitelisted) number.

Be aware that this node will redetermine the online and offline tags based on the optional custom time plan provided. This way, logic executed after this node might be impacted by it.

Resources

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