How Routing Works

Overview

Routing is how one part of your hotline hands the caller to the next. A menu key pointing at an audio player, a message box pointing back at the main menu, a phone number pointing at your front door: every one of those connections is a route. You set them in one place, a dropdown labelled Destination, and the same dropdown looks the same everywhere in the app.


The Destination dropdown

Wherever a route can be set, you get a section called Routing (some pages call it Next destination, Afterwards, or name the moment, like Post-Recording Routing) with a single field inside it:

On the My Hotline builder the same picker appears inside the ⚙ settings slide-over, under a section called Afterwards ("Where the caller goes when this finishes"). For Go to, Join a list, and Leave a list, the destination sits at the top of the panel instead, because sending the caller onward is the whole point of those blocks.

Tip: if the destination you pick is a Message box, a second field appears right underneath, Save messages into, so you can choose which audio player keeps those messages without leaving the panel.


What you can route to

These are the kinds of destinations the dropdown offers, with the plain words the app uses:

Destination What the caller gets Page
🔵 Menu A keypad menu: a recording, then keys ivr.md
🟢 Audio player A collection of recordings to listen to library.md
🟠 Message box Leaves a message after the beep record.md
🟣 Play recording One recording, then onward play.md
🟦 Forward call Rings your phone numbers transfer-to-number.md
🔷 Dial out The caller types a number and it is dialed dial.md
🔴 Access check A PIN, contact, or label check validation.md
🟡 Conference A conference room conference.md
🌸 Exam A keypad quiz exam.md
⚪ Go to Jumps straight on, with no audio redirect.md
🟪 Bookmark Saves or resumes the caller's place bookmark.md
✅ Join a list Tags the caller with a label, then continues labels-join-leave.md
❌ Leave a list Removes the label, then continues labels-join-leave.md
🟩 Payment Takes a card payment on the phone pay-prompt.md
🔮 CallMagic Runs a CallMagic action callmagic-actions.md
⚫ Custom code Hands the call to your own TwiML twiml.md

Merchants are not a destination. A merchant is the payee behind a Payment block, set up on the Payments & Payouts page.


Where the call enters

Every call starts at one of two entrances, and both carry a single route:

Both use the route key default. If the entrance is not routed anywhere, opening My Hotline quietly creates a menu called Main Menu and points the entrance at it.


Named routes for each block

Besides keypad digits, most blocks have one or more named routes: the moments where the caller finishes and has to go somewhere. These are the names as the builder shows them.

Block Named routes
Menu (IVR) If the caller presses nothing · If the caller presses a wrong key (plus one route per key)
Audio player (Library) If there are no recordings yet
Message box (Record) After the message is saved
Play recording Afterwards
Forward call After the call ends
Access check (Validation) If the caller passes · If the caller is turned away
Exam If the caller passes · If the caller fails · If the exam is closed
Conference After the conference ends
Payment (Pay prompt) After payment succeeds · If payment fails
Custom code (TwiML) Afterwards
Go to (Redirect) Send the caller to
Join a list / Leave a list Then continue to
CallMagic action After the action
Bookmark none: the bookmark saves or resumes, then the call continues where the bookmark points
Dial out none: when the dialed call ends, so does the call

Some full resource pages use older wording for the same routes. The Access check page labels them When Success and When Validation Fails; the Exam page uses When Passed, When Failed, and When the exam is closed. They are the same routes the builder names in plain words.

The Audio player's extra routes

An audio player's full page splits its routing into two moments, because a caller can be listening to a recording or standing in the player's pick-a-recording menu:

The builder and the scheduler only surface If there are no recordings yet; the rest live on the Audio Player page.


Keys callers can press

On a menu, a route can be attached to any of these:

One key is spoken for: if Callers can press a key to go back is on in Account Settings, that key (*, #, 0, 7, 8, or 9) returns the caller to the previous menu anywhere in the hotline. On the builder's keypad it shows as a Back tile until you give it a route of its own.


Unreachable blocks

Nothing in your account is live until a caller can actually walk to it. The app works this out by tracing routes backwards from a block until it hits a phone number or a test PIN. If no such path exists, the block is unreachable:

An unreachable block is not broken, just parked. Point a key at it and it becomes part of the flow again.


Jumping from a page back to the keypad

Every full settings page shows Where callers reach this: one colored chip trail per path, starting with the phone number and showing each key pressed along the way, for example ☎ 1-7-8. Click a menu chip and you land on My Hotline at that exact spot, using a link like ?number=3&goto=1,7. The builder presses those keys for you and opens the menu you clicked.


Changing a route on a schedule

A route does not have to stay put. A scheduled task using the action Change where a menu key / route goes can re-point any of the routes above at a chosen time, and pairing two tasks (morning and evening) switches a key back and forth day after day.


Tips