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Phone Number Recognition in Integrations

One of the more complex issues in Computer Telephony Integration (CTI) is recognizing a caller by the phone number or sip uri of the caller. Especially the phone number of the caller can be hard to recognize in the system source used in the CTI. This is caused because the back end systems used in the integration often use a different phone number format than used in the CTI systems of the agent during a call. The UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. and related CTI systems like the (web) Extension Window for instance use the E164 The E.164 phone number format is an international (ITU) standard for dialing telephone numbers. Loosely formulated, only "+" and upto 15 digits (0-9) are allowed For example: +4433221100 (For number notation/display and storage see the E.123 standard) format for phone numbers by default. But linked backend systems (Dynamics, Salesforce, Afas etc.) will often use other more human readable phone number formats. Many of the integrated backend systems don't even enforce a single phone number format.

The Formats Overview section contains some generic solutions to resolve the phone number matching issues.

The Anywhere365 CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. Service is one of the most important frameworks to create integrations between Anywhere365 and other backend systems. The Configuration section proposes how some of the phone number recognitions solutions could possible be configured for the Anywhere365 CRM Service, using the Plugin Settings.

How to configure Phone number format settings in the Anywhere365 CRM Service

The Anywhere365 CRM Service supports the following phone number formats for a search:

These formats can be configured in the PluginSettings list in your UCC SharePoint Dashboard using the PhoneNumberFormat setting:

Setting

Value

Scope

PhoneNumberFormat

[choose E164 / International / Rfc3966 / Wildcard / Pattern]

CrmService

The CRM Service will automatically convert the search value to any of these phone number formats.

Additionally there is one more PhoneNumberFormat option: Pattern. This setting allows to define one or more phone number formats. Read the information About Phone Number Patterns in the Formats overview above to see examples of phone number patterns.

But these patterns have to be defined in additional settings. For each pattern add a setting called PhoneNumberPattern with an incremental integer at the end starting from 1. So if we use 2 example patterns, the new settings become:

Patt

Value

Scope

PhoneNumberFormat

Pattern

CrmService

PhoneNumberPattern1

+[country_code]-[national_number]{0,1}-[national_number]{1}

CrmService

PhoneNumberPattern2

00[country_code] [national_number]{0,4} [national_number]{4}

CrmService