How to start receiving calls

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Who should read this article: Administrators

Learn how to enable your agents to start receiving inbound calls with Voiso.

Important

14-day trial users should start with these articles. They walk you through initial setup, calling configuration, and key steps to get the most out of your trial experience.

Introduction

Voiso provides an intuitive interface that helps you set up Numbers, Caller IDs, Users (agents), and Teams to ensure your contact center is ready to handle incoming calls from your clients (contacts).

Information

This article assumes you have already created your Users and Teams as part of your initial contact center setup.

Phone Numbers

To start receiving calls through Voiso, you need at least one phone number.

Voiso allows you to either buy new phone numbers or add your own. Manage your numbers on the Numbers page by selecting Inbound > Inbound Numbers from the navigation bar.

Getting Started Numbers Page

Buying Numbers

  1. Click Buy Numbers.
  2. Search for numbers by country or geographic region.
  3. Select the numbers you want to purchase and click Buy Numbers to add them to your list.

Adding Your Own Numbers

  1. Click Add 3rd-party number.
  2. Enter the number, country, and number type.

For assistance, contact your Voiso account manager.

Buying numbers in detail

This tutorial video steps you through the process of buying numbers.

Creating a queue

A call queue is essential for distributing inbound calls to your agents based on defined conditions.

Watch this tutorial video about creating a queue.

Steps to create a queue

  1. Go to Inbound > Queues to open the Queues view.
    Queues view blank
  2. Click Add New Queue to open the Add Queue view.
    Queue Add queue view
  3. Name your queue to reflect its purpose, and optionally assign an extension for internal routing or transfers.

Assigning agents to the queue

  1. In the Assigned agents section, click Manage.
  2. Select agents to assign to the queue, or choose All Agents to assign everyone.

Choosing a call distribution strategy

Select a strategy from the Strategy menu to determine how calls are distributed:

Strategy Description
Linear Calls are routed to agents in the order they joined the queue.
Circular Calls are routed to the next agent in the list.
Fewest Calls Calls are routed to the agent with the fewest completed calls.
Least Recent Calls are routed to the agent who has waited the longest for a new call.
Ring All All agents receive the call. If rejected, the call cycles back to all agents.

To optimize performance and customer experience, consider adding a Supervisor, Skills, hold music, in-queue announcements, Digital channels, and a failover destination for unanswered calls.

Creating an Inbound call workflow

Inbound call workflows define how and when calls are routed in your contact center.

Important

Ensure you have inbound phone numbers and a queue before creating a workflow.

Steps to create an Inbound call workflow

  1. Navigate to Automation > Workflow studio.
  2. On the Workflows tab, click Add workflow.
  3. Enter a Workflow name.
  4. Select Inbound call workflow.
  5. Click Next. The Edit workflow page opens.
  6. Specify the business hours when your workflow is active.
  7. If required, specify the workflow to use outside of business hours.
  8. In the Assigned numbers section, click Manage to choose the inbound number or numbers in the Numbers assignment panel, then click Assign.
  9. Configure additional settings as needed based on your business processes, then click Save.
  10. Click Launch Workflow builder.
  11. Use Workflow builder to build the steps. For example, add the DTMF node as an IVR to play a message to your callers and capture their dialpad input. Route the call based on the caller's selection to a queue, voicemail, or audio message, then save your workflow. Check out Creating a simple IVR with Workflow builder to help you get started building your first workflow.
    Overview Flow Builder Example

You are now ready to start receiving inbound calls.

Creating a workflow in detail

This tutorial video steps you through the process of creating an Inbound call workflow. The video shows an earlier version of the screens, when workflows were called flows and were on the Inbound > Flows page.