How to Create a Dial by Name Directory

Dial By Name Directory allows your callers to dial digits that correspond with letters on their dial pad that match predefined extensions. Once the Caller dials the desired extension they will be connected directly to that team member or department. To set up a Dial By Name Directory, please follow the steps below:  


Before adding the Dial by Name Directory, be sure the following is completed:



Creating a Company Directory

1. Login to your Talkroute account and navigate to the Manager section.


2. Navigate to the Call Menu section and create a menu option by clicking the "Add New Menu Option" button.


3. Select the desired option number, Description (e.g. "Company Directory"), and select the "Choose where to route incoming calls" drop-down and choose "Go to Other Destination".


4. Select the desired audio file from the "What audio file should we play?" drop-down and choose the desired destination from the "Where do you want to send callers?" drop-down.


5. Expand the "More Options" section and select the "Allow dialing of extensions during greeting?" drop-down and choose "Yes, allow callers to dial extensions". Once you have made these selections, click "Save & Close".


6. The new Menu Option is ready for use and will show a route summary containing the destination.




When testing these changes, you must dial your Talkroute Phone Number from a phone number that is NOT listed as a Forwarding Phone Number. If you attempt to call your Talkroute Phone Number from a Forwarding Phone Number, the call will disconnect or outbound dialing will be initiated (if enabled).



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