What you will set up
1
Sign in and invite your team
Sign in at
app.get2dial.com. Invite at least one colleague as an
agent — see Invite users.2
Connect your carrier
Add your SIP trunk with the host, port, transport, and credentials your carrier gave
you. This is the hard gate on everything else — see
Connect a SIP carrier. Confirm its Status is Active
and Approval is Approved before continuing.
3
Add a phone number and an outbound route
Add the phone number your carrier gave you — see
Add a phone number. Add an outbound route pointed at the same
carrier so you can dial out — see Add an outbound route.
4
Create a queue and route your number to it
Create a queue and add your invited agent as a member — see
Create a queue. Then create a routing rule sending your
phone number to that queue — see
Route an inbound number.
5
Have your agent go available
Have your agent sign in, set up their audio, and
go available.
6
Place a real inbound test call
Call your new phone number from an outside line. Your agent’s phone rings — have
them answer it.
7
Place a real outbound test call
From the agent workspace or a registered device, place a call out through your new
route. See Verify your connectivity if it doesn’t
connect.
8
Confirm both calls in Call records
Go to Call records and confirm both test calls appear
with a connected status.