This guide provides instructions for configuring custom rules within the Intelligent Caller ID (CLI) framework. Advanced rules allow for precise control over outbound caller ID selection based on specific call scenarios and multi-condition logic.

This easy-to-configure feature automatically selects the best caller ID based on who the call is being made to, regardless of call origination, helping to:
 

• Increase call answer rate with familiar numbers 
• Improve agent efficiency by removing the manual work of changing CLIs between calls 
• Streamline multi-platform configuration to a single location for AVOXI numbers

How does it work?

The Caller ID Rules Library

The Caller ID Rules library is a centralized repository located on the main SIP Integrations page. From this tab, you can create, edit, and monitor the rules applied across your SIP Trunks.

Library Management

• Rule Name: A unique identifier for each configuration.
• Condition/Action: A summary of the logic applied when a call meets specific criteria.
• Dependents: Displays which SIP Trunks currently utilize the rule.
• Copy/Delete: Tools to duplicate configurations or remove them.

Note: Deleting a rule removes it from all associated SIP Trunks. A warning will appear if the rule is currently active on any trunk.

Configuring a Caller ID Rule

Rules are constructed using "If-Then" logic. You can establish these rules directly within the Rules Library or while configuring a specific SIP Trunk.

1. Define the Condition (IF)
The condition determines what the system looks for when an outbound call is placed.

• Object: Select the data point to evaluate, such as Original Caller ID (Number or Country), Dialed Number, or Dialed Country.
• Relationship: Define how the object relates to your target (e.g., Equals, Contains, Is valid, or Does not equal).
• Target: The specific value or location to check against (e.g., a specific Country from the dropdown or Custom Text).

2. Define the Action (THEN)
The action determines which caller ID is presented when the condition is met.

• Maintain Original Caller ID: Passes the caller ID from the originating platform through to the recipient.
• Use Specific Number/List: Select one or more AVOXI numbers to be used for the call.
• Define Selection Strategy:
  • In-Country Match: Selects a local number matching the destination country.
  • Intelligent: Utilizes AVOXI’s proprietary logic to select the highest-performing caller ID.

Rule Implementation

Rule Hierarchy
The system applies rules in the order they appear in your list. Ensure you arrange rules by priority to achieve the desired routing outcome.

Default Behavior
If a call does not meet any of the defined conditions in your library, the system will Maintain the Original Caller ID by default. These calls are not tagged as Intelligent CLI calls in your logs.

Monitoring Activity

To view your call activity reports, navigate to Company Activity and review the Call Details.

• Original Caller ID: Shows the ID received from your infrastructure.
• Caller ID Rule: Identifies the specific rule triggered for the call.
• Selection Logic: Explains the underlying reason the specific caller ID was chosen.