Set up a dialer integration

When employees login to dialers, typically a call is placed from the dialer to the employee through the PBX, and a connection is established and maintained for their entire dialer login session. This call is typically called a “nailup call.” In trunk side recording deployments it is necessary to tap the trunks that are between the dialer and the PBXs that are used to establish these nailup calls, in order to record the voice for dialer calls.

You can configure this by creating a Phone Data Source with a Trunk Side Member Group for the dialer trunks. Usually these trunks are set up by the PBX administrator with either Trunk IDs or with Extension IDs, so the member group “Type” field should be set accordingly. In the Member Group you should configure either the Extensions or Trunk IDs for the trunks between a dialer and the PBX that are being used for nailup calls. In addition, you must select the Dialer Data Source that defines the dialer to which the trunks are connected.

The steps to set up a dialer integration are as follows:

What to do next 

Create a dialer data source

Workflow: Integrate Dialer integration