As part of the deployment process for Iris, Iris will need to be set as a destination for calls. 

Different businesses can have very differing call flows to meet their unique needs. It is recommended to review how your business' calls route before deciding how Iris should be implemented.

Method 1: As a Destination for Calls During a Specific Time

Some companies may prefer that Iris only be used during a specific time, such as their business hours or times they are busy (e.g., meetings, lunches, etc.). This can be done by adjusting the answering rules of a user or Inbound Routing User.

1. Navigate to the Users page.
   
2. Use the search bar to find the user that receives calls from your main phone number.
   

   Quick Tip: For a whole business or a specific site/location, an Inbound Routing User is usually the first destination for calls to a phone number. This routing user's sole purpose is to handle the time-of-day routing of the business/site. 

   To review your phone numbers and check their destination for calls, go to the Inventory page.

   

    
3. Click the Edit icon next to the user and select Answering Rules.
   
4. Click the Edit icon next to the answering rule of a specific time frame where Iris should handle calls.
   
5. In Call Forwarding section of the Edit menu, select User - 40000 (Iris AI Assistant) for the Always box.
   
6. Click the Save button.
7. Repeat steps 4-6 for any other answering rules that need to be updated.
8. Place a test call to your phone number during the time Iris is active to confirm calls are routing as intended.

Method 2: For Unanswered Calls from a Call Queue

Some business may prefer to have an AI Agent used as a last resort for when all of their team members are busy. To do this, Iris can be set as a queue's destination for unanswered calls. 

1. Navigate to the Call Queues page.
   
2. Click the name of the queue or the Edit icon next to the queue needing adjustment.
   
3. Go to the In Queue Options tab.
   
4. Adjust the following to set Iris as the destination for unanswered calls:
   • Queue Ring Timeout (sec) - If needed, use the slider to adjust how long agents in the queue should ring (in seconds) before a call is counted as unanswered.
   • If unanswered - Make sure Forward to destination is selected.
   • Forward Destination - Type and select User - 40000 (Iris AI Assistant).
     
5. Click the Save button.
6. If needed, repeat steps 2-5 for any other call queues needing this change.
7. Place a test call to the queue and have your team not answer your call to check that your unanswered call routes to Iris.

Method 3: As the Only Destination for a Phone Number

If you are not concerned with your business needing time-of-day routing, you can set a phone number you own to solely route calls to Iris. 

1. Navigate to the Inventory page of the web portal to view your list of phone numbers.
   
2. Click the phone number or the Edit icon next to the phone number that needs adjustment.
   
3. in the Edit menu, adjust the following to set Iris as the phone number's destination for calls.
   • Treatment - Select User.
   • User - Type and select 40000 (Iris AI Assistant). 
   • Notes - If needed, add any special notes about this phone number. 
     
4. Click the Save button.
5. If needed, repeat steps 2-4 for any other phone numbers needing this change. 
6. Place a test call to the phone numbers that were changed to confirm that Iris is in use.