How to Add a Phone Extension

Follow these simple steps to set up a phone extension in eDialer and activate the built-in webphone for your call-center agents.

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How to Add a Phone Extension in eDialer

In order for eDialer’s webphone to work, each agent needs a configured phone extension.
Follow the steps below to create one from scratch.
You can also watch the video walkthrough ▶.

What Is a Phone Extension?

A phone extension is a unique identifier assigned to an individual phone or agent within
eDialer. It is required for the eDialer webphone to function and determines how calls are
routed to the correct agent or device.

Step-by-Step: Adding a New Phone Extension

  1. Log in to the eDialer administration dashboard.
  2. Navigate to Admin in the main menu.
  3. Click Phones.
  4. Select Add a New Phone.
  5. Phone Extension field: This field accepts alphanumeric characters.
    We recommend using numbers only, especially if you plan to use agent direct extensions
    for an IVR.
  6. Dial Plan Number: This is the number you dial to make the phone ring.
  7. Voicemail Box: Assign a voicemail box to the extension.

NOTE: For the dial plan number and voicemail box, we recommend keeping
both values the same as your phone extension for easier long-term management.

  1. Outbound Caller ID: This field can be left blank.
  2. Enter an agent screen login, a login password, and a
    registration password.

NOTE: The login password and registration password must match if you are
using the webphone.

  1. Leave the admin user group, server IP, status, active account, and remaining settings at
    their defaults. When ready, click Submit.
  2. After successful registration, eDialer will display the full phone extension settings
    screen.
  3. Locate the field labelled Set As Webphone (just below the registration
    password field).
  4. Set Set As Webphone to Y to activate the webphone.
  5. Set Client Protocol to SIP.
  6. Set Template ID to SIP Webphone.
  7. Scroll to the bottom of the page and click Submit.
  8. 🎉 You have successfully added a new phone extension!

Need help setting up your call-center system? Call our support team at
866-273-4639 or reach our sales team at
1 (800) 233-0234.

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Frequently Asked Questions

A phone extension is a unique identifier assigned to an individual phone or agent within eDialer. It is required for the eDialer webphone to function and routes calls to the correct agent or device.
The extension can use alphanumeric characters, but we recommend using numbers only u2014 especially if you plan to use agent direct extensions for an IVR.
Yes. We recommend keeping the dial plan number and voicemail box the same as your phone extension for easier long-term management.
Yes. If you are using the webphone, the login password and registration password should match.
Set 'Set As Webphone' to Y, set Client Protocol to SIP, and set the Template ID to SIP Webphone. Then scroll to the bottom of the page and click Submit.

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