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Smart Caller ID

Which of your numbers this call should come from. Every number the rep is allowed to use is scored against the person being dialled, the winner is pre-selected in the dialer, and the rep can still pick a different one.

Choosing the number to call from

ranked per call
Dana Whitlow+1 (415) 555-0148area 415
50% this contact · 30% overall · 20% recency · +10 area · -20 no history
The top scorer is pre-selected. A rep can override it per call, and the override is not held against the number.
0%
of the score is history with this contact
0
days over which recency decays to nothing
0
point penalty for no history with a known contact

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

Only numbers you may use

Access is settled before anything is ranked. Numbers granted through a role or a team, numbers assigned to the person, and their own claimed lines make up the candidate set. Nothing outside it is scored, or offered.

02

Four things decide the order

Answer history with this specific contact is half the score. The number's own answer rate is thirty per cent of it, how recently it was used is twenty and fades to nothing across about a month, and a matching dialling prefix adds ten.

03

An unproven number is marked down

When the contact is known and a number has never reached them, twenty points come off. A number that has worked on this person outranks one that merely performs well against everybody else.

04

The rep sees the evidence

The winner is flagged and pre-selected, with that number's answer rate, how many calls it has placed and when it was last used beside it. Picking another is one tap, and the call goes out from that one.

Where it sits

Two moments in every call.

Every call passes through the same seven. Smart Caller ID is the lit ones, and everything either side of it is a different page in this category.

  1. 01
    Number

    the line it arrives on or leaves from

  2. 02
    Route

    where the call is sent and to whom

  3. 03
    Dial

    placing it, and how many at once

  4. 04
    Connect

    the moment a person picks up

  5. 05
    Talk

    while the conversation is happening

  6. 06
    Wrap

    the code, the notes, the next step

  7. 07
    Record

    what is kept, and where it is kept

The specifics.

8 facts
Candidate set
Role and team grants, personally assigned numbers, and claimed lines
Weights
50% history with this contact, 30% the number's own rate, 20% recency
Affinity
Ten points added when the dialling prefix matches the number being called
Penalty
Twenty off when a contact is known and the number has no history with them
Shown per number
Answer rate, call count and the date it was last used
Override
The top scorer is pre-selected; the agent chooses per call
Not automatic
Nothing rests or rotates a number on its own; ranking is the whole mechanism
Not predicted
Best time to call is a plain CRM field with no model behind it

More in Contact Center

20 capabilities

Flows, queues, oversight and compliance screening on media we operate.

Call Flow Builder

Thirty-nine nodes across nine categories. Drag them onto the canvas, connect the branches, and dry-run the whole path before you publish it.

Listen, Whisper & Barge

Three states of one connection. Hear the call, coach the rep without the customer knowing, or join outright - and the audio path redraws as you switch.

Answering-Machine Detection

Detection listens to the first moments of a connect and drops greetings, dead air and IVR trees. What lands in a headset is a person who said hello.

IVR & Auto-Attendant

Build the menu callers hear as a step in the flow, with fifteen starting templates from a plain auto-attendant to compliance-screened inbound.

Call Queues

Welcome audio, hold music, periodic announcements and four separate overflow destinations, so a queue never simply runs out of places to send a call.

Ring Strategies

Ring all, hunt, fewest calls, random, round robin with memory, or strict priority order. Change how a queue behaves without rebuilding it.

Skills-Based Routing

Match a caller to the agents who can actually help, on all, any or weighted skill matching, with a failover destination when nobody qualifies.

Queue Callbacks

Offer a callback after a wait threshold or a queue position, hold the caller's place, and dedupe requests so nobody gets rung twice for one problem.

VIP Priority Routing

Flag a lead VIP and they skip the welcome, bypass the queue cap and reach an agent first - with ageing, so that ordinary callers never starve behind them.

Transfer & Three-Way

Hand a call over cold, or consult first and then connect. Merge into a three-way and step out, leaving the other two talking without a drop.

Call Recording

Each side of the call is recorded on its own channel, so who said what is a fact rather than a guess - and the transcript inherits that separation.

Dispositions & Wrap-Up

Wrap-up codes that do something. Twenty-six behaviours fire off a disposition: raise a task, book a callback, set do-not-call, flag the wrong party.

Compliance Screening

Screen callers against Federal DNC, known TCPA litigators and your own internal list - as drag-and-drop steps inside the flow, before anyone is reached.

Toll-Free Numbers

Toll-free sits beside local as a first-class number type, routed by the same flows and billed from the same wallet as everything else you own.

International Numbers

Numbers in the countries you operate in, drawn from four carrier providers, so opening a new market is a purchase rather than a procurement project.

Voicemail Boxes

Organisation, team and personal mailboxes with their own access rules and greetings, and every message transcribed and attached to the right record.

Business Hours & Holidays

Reusable weekly schedules and holiday calendars in your own timezone, so out-of-hours routing is a setting rather than a flow you rebuild each December.

Live Call Monitoring

Every call in progress on one screen, pushed as it changes rather than polled, with the agent, the number presented and the queue each one came through.

SMS & Text Conversations

Two-way texting from the same numbers you call on, threaded per contact and landing on the same record, so the text and the call are one conversation.

Media Library & Voices

Upload a recording, record one in the browser, or generate it from text in a chosen brand voice - then use it in any flow, queue or mailbox.

Contact Center

See smart caller id on your own floor.

Thirty minutes, your numbers and your data. We will set smart caller id up live and you can decide from the thing itself rather than from this page.

14-day trial · no card · migration included