UC Inventory

Manages the DIDs and phone numbers assigned to the phone system in the Xima UCaaS Admin Portal, and routes a DID directly into a CCaaS skill.

Inventory lists every DID and phone number assigned to the phone system, along with where each one routes.


Accessing Inventory

  1. Select Inventory from the top of the Xima UCaaS Admin Portal
  2. Inventory opens on its Phone Numbers tab by default, alongside five other tabs: SMS Numbers, Phone Hardware, Emergency Endpoints, Emergency Addresses, and Emergency Numbers (Legacy) — see Other Inventory Tabs below

Viewing and Editing a Route

The Phone Numbers tab lists every DID and phone number assigned to the phone system, along with each one's Treatment, Destination, and Notes. Selecting the blue phone number, or its Pencil icon, opens the route for editing.


Configuring a Route

SettingDescription
Enable Time FramesIf enabled, the DID routes based on a set of time frames rather than a single fixed destination — see UC Time Frames. The route then displays as Time of Day Routing in the Phone Numbers list, in place of a specific Treatment.
Enable DIDEnabled by default; disabling it turns off the route without discarding its configuration
TreatmentThe destination type for the route — see below
Enable Enhanced VoicemailAvailable when Time Frames are not in use
Caller ID PrefixOptional — appends a tag to the incoming call, used for routing into a CCaaS skill (see below)
NotesGeneral notes describing what the route is used for

Treatment

TreatmentDescription
Available NumberLeaves the number unassigned and available for future use
UserRoutes the call to a specific user's extension — including the virtual handset extension registered to CCaaS (see below)
ConferenceRoutes the call into a conference bridge — see UC Conferences
Call QueueRoutes the call into a native NetSapiens call queue — see UC Call Queues
VoicemailSends the call directly to a voicemail box
Auto AttendantRoutes the call into an attendant menu — see UC Auto Attendants
PSTN NumberForwards the call out to an external phone number
SIP TrunkRoutes the call over a configured SIP trunk connection

Routing with Time Frames

When Time Frames are enabled, each time frame is assigned its own Treatment and destination, and the time frames are ordered top to bottom in the order they should be checked for an inbound call.

  1. Add a Default Time Frame first — a common practice is to route this to the main group or Auto Attendant
  2. Add any additional time frames (such as an after-hours or weekend time frame previously created in UC Time Frames) by selecting the time frame from the drop-down and selecting the + icon
  3. Assign each added time frame its own Treatment and destination
  4. Reorder the time frames so more specific rules (after-hours, weekend) are checked before the Default falls through
  5. Select Save

Routing a DID into a CCaaS Skill

A DID can send callers directly into a CCaaS skill, using the Caller ID Prefix field as a tag CCaaS reads to determine the destination skill.

  1. Set the DID's Treatment to User
  2. Select the virtual handset extension registered to CCaaS — see SIP Extensions
  3. In Caller ID Prefix, enter the destination skill's name followed by a trailing slash (for example, Sales/)
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The Caller ID Prefix Is a Tag

The trailing slash marks the value as a tag CCaaS can read, rather than a literal caller ID. The slash is required here but is not included when entering the value in CCaaS.

  1. Select Save

Configuring the Matching Routing Rule in CCaaS

  1. Navigate to Routing Configuration > Call Routing
  2. Select the + icon to add a new rule
  3. Complete the following fields:
FieldDescription
Routing Rule NameA descriptive name for the rule
SIP HeaderTypically From
MatchingContains is recommended
ValueThe Caller ID Prefix entered above, without the trailing slash
DestinationThe skill the call should route to
  1. Select Done, then Make Live to activate the rule
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Configure a Default Skill

A call that does not match any configured routing rule disconnects immediately. A default routing rule or skill group should be configured to catch calls that don't match a specific prefix.


Other Inventory Tabs

SMS Numbers

Manages SMS-provisioned numbers and their routing — see UC SMS/MMS Queues.

Phone Hardware

Lists every registered phone device by MAC Address, Model, and assigned Lines, with a status icon indicating whether the device is currently registered. Devices can be added individually with Add Phone, or in bulk with Import; vButton Builder configures a device's programmable line keys.

Emergency Endpoints

Lists the caller IDs sent to emergency responders, used as endpoint IDs for E911 vendors: Call Back Number, Domain, Caller Name, Billing Address, Vendor, and the number of Users assigned to each endpoint.

Emergency Addresses

Lists the physical addresses forwarded to emergency responders on a 911 call, along with each address's Caller Name, full Address, a short Location label, and its User Count. An address can be flagged Site Default or Domain Default to apply automatically to users who are not individually assigned one.

Emergency Numbers (Legacy)

Lists 911 numbers configured under the legacy provisioning method, with their Status, CallerID Name, and Users count. The tab notes that Emergency Addresses and Emergency Endpoints represent the current emergency protocol, in place of this legacy method.