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Caller Rules

WebWorkstation

Use Admin > ZynoTalk > Caller Rules to steer or block incoming calls based on the caller's phone number.

Admin Access Required

Only ZynoTalk administrators should create or edit caller rules.

Current ZynoTalk Platform

This screen appears only for organizations using the current ZynoTalk calling platform. If you do not see it, your organization may be on a legacy voice setup or the feature may not be enabled.

ZynoTalk Caller Rules admin page showing caller matching rules, scope, action, and notes
Caller Rules route or block inbound calls based on the caller number before the call reaches normal routing.

Page Layout

The Caller Rules table shows:

  • Caller
  • Applies To
  • Action
  • Note

Select a rule to edit it. Open the row context menu to edit or delete a rule.

Create A Caller Rule

  1. Open Admin > ZynoTalk > Caller Rules.
  2. Select New Caller Rule.
  3. Enter the caller digits in Caller.
  4. Choose whether the rule applies to All phone numbers or one specific number.
  5. Choose the action in Then.
  6. If the action routes the call, choose the destination type and destination.
  7. Add an optional Note.
  8. Select Create.

Caller Matching

The Caller field matches the beginning of a 10-digit caller number:

DigitsMatch
3 digitsAn area code.
6 digitsAn area code and exchange.
10 digitsOne exact caller.
Any other 1-10 digit prefixAny caller whose number starts with those digits.

Actions

ActionResult
Route to a destinationSends the caller to a ZynoTalk destination.
Play a busy signalGives the caller a busy signal.
Block the callerDeclines the call.

Routing destinations use the same destination types as telephone number routing: Call Flow, Ring Group, AI Agent, Parking Lot, Extension, or Voicemail.

Common Issues

ProblemWhat To Check
A rule matches too many callersUse more digits in the caller prefix.
A rule does not matchConfirm the caller number starts with the digits you entered.
A destination is missingCreate the destination first, then edit the rule.
A rule affects every numberSet Applies to to a specific number instead of all phone numbers.

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