Configuring Outbound & Inbound Calls

Sign in to the PortSIP PBX Web Portal

To create outbound and inbound call rules, you must first sign in to the PortSIP PBX Web Portal.

You can access a tenant in one of the following ways:

Option 1: Sign in as System Administrator

1. Sign in to the PortSIP PBX Web Portal as a System Administrator.

2. Navigate to Tenants.

3. Select the desired tenant and click Manage to switch into that tenant’s administration context.

Option 2: Sign in as Tenant Administrator

• Sign in directly as a Tenant Administrator to manage settings for that tenant.

❗Note For more information about tenant access and roles, see Tenant Management.

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Configure Outbound Rules

To place outbound calls through the QuestBlue trunk, you must create at least one Outbound Rule.

Add an Outbound Rule

1. In the left-hand navigation menu, go to Call Manager > Outbound Rules.

2. Click Add.

3. Enter a Name for the outbound rule (for example, QuestBlue-Outbound).

Define Matching Conditions

1. In the Apply this rule to the following calls section, configure at least one condition that determines when this rule should be applied (for example, destination number patterns).

Select the Trunk Route

1. Scroll to Place outbound calls using the following trunk routes.

2. Click the Add (+) icon.

3. Select the QuestBlue trunk, then save the outbound rule.

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Number Format (Dial Plan Normalization)

Depending on your users’ dialing habits, you may need to modify the dialed number format before sending calls to the SIP trunk.

For example, if users typically dial US national numbers without a country code, you can configure the outbound rule to prepend the country code 1 to all dialed numbers before routing the call to QuestBlue.

❗Best Practice Normalizing numbers to E.164 format (for example, +1XXXXXXXXXX) improves compatibility with SIP trunks and ensures consistent caller ID and routing behavior.

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Configure Inbound Rules

To receive inbound calls from the SIP trunk, you must create at least one Inbound Rule.

Add an Inbound Rule in PortSIP PBX

Follow these steps to create an inbound routing rule:

1. Sign in to the PortSIP PBX Web Portal as a System Administrator or Tenant Administrator.

2. From the left-hand navigation menu, go to Call Manager > Inbound Rules.

3. Click Add.

Configure Basic Inbound Rule Settings

1. Enter a Name for the inbound rule (for example, QuestBlue-Inbound).

2. Click Choose a Trunk, then select the QuestBlue trunk.

3. In the DID/DDI Number or Number Range field, enter the destination number(s).

   • The number must be within the DID pool range assigned to the selected trunk.

4. Select the Extension, Ring Group, Queue, or other destination to which inbound calls should be routed.

5. Click OK to save the inbound rule.

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Advanced Routing (Optional)

Depending on your business requirements, you can further enhance the inbound rule by:

• Defining office hours or schedules

• Routing calls to different destinations based on time of day

• Sending calls to voicemail when offices are closed

• Automatically rejecting or dropping calls outside of business hours

For detailed configuration options, refer to the article Office Hours and Holiday Schedule and the article Call Route Management documentation.