VIP Callers

VIP Callers

What is a VIP Caller?

VIP Callers are recognized phone numbers that receive customized call routing within your phone system. When a call comes in, the system checks the caller’s number against your VIP list and, if there’s a match, routes it to a designated destination. This feature is ideal for prioritizing high-value clients, internal teams, or other critical contacts.


Creating a VIP Caller List

1. From the main menu on the left, navigate to UC Admin → Call Flow → VIP Callers



2. Select “+ Add VIP Caller List” at the top right of the page



3. Label the VIP Caller List



4. Select “Add” at the bottom right to save.


Customizing and Managing a VIP Caller List

1. From the main menu on the left, navigate to UC Admin → Call Flow → VIP Callers



2. From the list of existing VIP caller lists, select the name of the list you wish to edit to open it's settings.



3. Available Configuration Tabs:
  1. General
    1. Edit the Label, Description, and Notes for clarity and organization
  2. Advanced
    1. Set destinations based on match conditions:
      1. CallerID Match Destination: where to route calls from VIP numbers
      2. No Match Destination: default routing for all other callers
    2. CDR Tags: apply metadata tags to help with reporting and analytics
    3. Webhook: assign a webhook to send data to another system when there is a match or no match. (optional)
  3. Entries
    1. Add or manage phone numbers designated as VIPs
    2. Use standard formatting for Caller ID (e.g., +15551234567)
  4. Dependency Tree
    1. Visual overview showing where this VIP Caller list is referenced within the broader call flow

Alert
Important Reminder:
  1. Be sure to click "Update"  at the bottom of the screen to save your changes before navigating away.
  2. Once you are done making changes, click the "Apply Changes"  button on the left to make sure the system updates properly.
    1. Note: You can either apply changes immediately or schedule a date/time for the system to update to avoid interfering with business hours.