Want to adjust how your Caller ID is set up? You can learn how below.
Caller ID Settings
By default, the Default Number is displayed for Caller ID when making outbound calls using the AI Dialer. By using the Caller ID Settings, you can specify other rules that should be used for Caller ID. To access these settings, first navigate to Phone Numbers / Caller ID.
Note: Caller ID for manually dialed outbound calls can be set on the User level using the Caller ID Settings in Agent Settings.
Proximity Matching
Using the Proximity Matching feature, you can set your outbound Caller ID to a Number in your List which is the closest match to the area code, city or state that you are dialing.
The functionality of this feature will change depending on if Auto-Rotate Numbers or Campaign Locking are configured.
- If Auto-Rotate Numbers is also enabled, all Numbers in the area will be rotated.
- If Campaign Locking is enabled for a Phone Group, all Numbers in that Group will only be available for Proximity Matching within that Campaign.
Note: If a local Number is not available in your List, or if Proximity Matching is disabled, the Default Number will be used.
To enable Proximity Matching, first ensure that you have ordered Phone Numbers for the area code, city or state that you wish to dial. Once ordered, configure Number Forwarding for these Numbers to direct inbound calls to an Inbound Queue or IVR.
Next, select "Dialer and Manual Calls" or "Dialer Calls Only" from the Proximity Matching drop-down menu.
Available options:
- Disabled
- Dialer and Manual Calls
- Dialer Calls Only
Auto-Rotate Numbers
Using the Auto-Rotate Numbers feature, you can enable ReadyMode to rotate the Numbers used for your outbound Caller ID.
The functionality of this feature will change depending on if Proximity Matching or Campaign Locking are configured.
- If Proximity Matching is disabled, all Numbers in the Number List will be rotated.
- If Proximity Matching is enabled, all Numbers in the area will be rotated.
- If Campaign Locking is enabled for a Phone Group, all Numbers in that Group will be rotated for that Campaign.
To enable Auto-Rotate Numbers, first ensure that you have ordered Phone Numbers. Once ordered, configure Number Forwarding for these Numbers to direct inbound calls to an Inbound Queue or IVR.
Next, select "Dialer and Manual Calls" or "Dialer Calls Only" in the Auto-Rotate Available Numbers drop-down menu.
Available options:
- Disabled
- Dialer and Manual Calls
- Dialer Calls Only
Note: This feature is currently not working for Manual calls. Our development team is reviewing the functionality. Please contact Technical Support if you have any questions.
Caller ID Name
The Caller ID displayed for outbound calling will be the Default Number that you specify, unless Proximity Matching or Auto-Rotate Numbers are enabled, or if outbound calls are being made from a Phone Group that is locked to a Campaign.
If you would like to display the name of your business instead of a number, email our Technical Support Team and they can set this up for you.
Note: ReadyMode will send your Caller ID Name to the carrier, but the carrier may not always display it.