Workflow

Accounts, global extensions and provisioning

Understand XC account identities, global IVR 100, unlimited extensions from 101, hidden routes, automatic allocation, enablement and provisioning queues.

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23 guides
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xConnect

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Understand XC account identities

Use the generated XC account code as a non-PSTN customer/account identity.

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Understand global extension 100

Reserve 100 for the main account IVR rather than assigning it to a person.

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Understand user extensions from 101

Allocate staff and contacts from 101 upward.

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Understand unlimited extension length

Recognise that extensions are not capped at 999 and may grow up to the implemented 18-digit input/routing limit.

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Understand visible extension formatting

Use normal numeric extensions without zero-padding three-digit values.

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Understand globally unique numbering

Recognise that direct extension dialing resolves the intended staff/contact across the platform without duplicate tenant-local 100 values.

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Understand hidden internal route identifiers

Recognise that internal hidden route values support collision-free routing but are not the user-facing extension.

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Understand xConnect tenant records

Recognise platform/customer account ownership, display name, account code and main IVR relationship.

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Understand staff extension ownership

Link one generated extension to the staff owner.

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Understand contact extension ownership

Link one generated extension to the customer contact owner.

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Understand account-route ownership

Use an account-owned extension as the IVR destination rather than a person.

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Understand website guest extension ownership

Use short-lived guest extensions only for approved website widget sessions.

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Backfill missing extensions

Use Backfill missing extensions with Manage permission and review allocated staff/contact/error counts.

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Enable an extension

Use Enable on a disabled/suspended staff/contact extension and queue secure provisioning.

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Disable an extension

Use Disable on an active staff/contact extension and queue deprovisioning.

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Understand account and guest status controls

Recognise that dashboard enable/disable actions are not offered for account or guest rows.

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Understand Pending extension status

Recognise an extension awaiting provisioning.

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Understand Active extension status

Recognise an enabled and provisioned extension.

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Understand Disabled or Suspended status

Recognise an extension blocked from normal call routing.

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Read extension presence

Use Online/Offline as current presence evidence, not proof of audio quality.

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Read the provisioning queue

Review job ID, extension entity, status and attempt count.

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Understand numbering collision repair

Recognise that v1.1.3 migration/backfill repairs legacy collisions before switch synchronisation.

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