A Relationship is a network configuration between your company and your customers or vendors. By creating a Relationship, you will set up the routing logic and rates that enable you to capitalize on the phone calls made on your network.

A Termination-Customer configuration will enable you to send traffic whose termination point is a Customer (traffic originates with the Customer and comes to you. You in turn send traffic to your Vendors).

Relationship Overview

Here is a high level description of each Relationship component:

• Relationship Info: basic information about the Relationship such as Name and Contacts
  

• Trunk Group: a collection of associated Trunks which can be managed through a single dashboard. Each trunk describes the end-to-end connectivity of your network
  

• Rating: the model for charging the customer's usage
  

• Routing: the traffic routing configuration, containing filters and routing rules
  

• Balance: credit and debit notifications and alerts for customers
  

• Invoicing: invoice generation
  

• Portals: generating login credentials for users with specific permissions
  

• Agents: independent external contacts which can refer new customers for your business in exchange for a commission
  

• Logs: history of all changes made to the Relationship
  

Relationship Dashboard

1. Create a new Relationship
   

2. Modify an existing Relationship
   

3. Export all Relationship entries as a .csv file
   

4. Activate and Deactivate Relationships
   

5. Delete Relationships
   

Create or Modify a Relationship 

Relationship Detail Strip (modify only)

Relationship > Modify

Whenever you Modify a Relationship, you will notice the menu featured in the image below on every tab of the Relationship. It will outline basic information about the Relationship as a reference when modifying the configuration such as:

• Relationship Name
  

• Status: enabled or disabled
  

• Last Modified: date the Relationship was last modified
  

• Billing Cycle: associated billing cycle
  

• Last Invoiced: date for the last invoice created
  

• Account Number
  

• Current Balance: amount of credit or outstanding charges
  

• Modifier: last user who modified the Relationship
  

• Trunk Groups: the number of Trunk Groups configured for this Relationship
  

Relationship Info

Relationship > Create/Modify > Relationship info

Contains basic information about the Relationship which act as identifiers. It is split in two sections: Relationship Information (alongside Address and Phone) on the left and Relationships contacts on the right.

Relationship Information

Relationship > Create/Modify > Relationship Info > Relationship Information

This page allows for configuration of basic information about the Relationship. The information here is fed into other functions such as Invoices, Trunks and Billing.

1. Select a logo for the Relationship - This will be displayed on invoices.
   

2. Relationship Name - This is the main identifier of the Relationship.
   

3. Account Number
   

4. Toggle Send Trunk Group Notification - This will send notifications any time there is a change made to any Trunk to any contacts of the Type ‘Technical’.
   

5. Website - This will be displayed on invoices and notifications.
   

6. Time Zone - This is used for calculating billing cycles and logging actions.
   

Address & Phone Information

Relationship > Create/Modify > Relationship Info > Address & Phone Information

The Address and Phone information is used to generate invoices for your customers and vendors.

Relationship Contacts

Relationship > Create/Modify > Relationship Info > Relationship Contacts

Contacts are entries which hold your customer or vendor details. In this section you can select the number of Contacts displayed per page, search for a Contact by keyword or:

1. Create a new Contact
   

2. Export contacts as a .csv file
   

3. Delete Contacts
   

Create a Relationship Contact

Relationship > Create/Modify > Relationship Info > Relationship Contacts > Create

Contacts are people designated to receive notifications and emails regarding specific aspects of Perimeter.

If you do not have contacts set up, you will not be able to send notifications or other emails to your customers or vendors. 

To create a new contact, you will need to complete the following fields:

• Contact Type: 
  

• NOC - Will receive notifications whenever there is a change made to a Trunk or Trunk Group.
  

• Billing - Will receive invoices produced by the platform.
  

• Sales - These contacts are known as ‘Agents’ and will receive emails containing details about their commissions.
  

• Balance - Will receive emails with balance limit warning and outstanding payments.
  

• Rate - Will receive a list of rates associated with specific Trunk configurations.
  

• Email Address: The email address where the person will be contacted
  

• Name: Name of the Contact
  

• IM Address: Instant Messenger address such as Skype
  

• Phone number: Mobile or Landline contact number
  

Export Relationship Contacts

Relationship > Create/Modify > Relationship Info > Relationship Contacts > Export

1. In the Relationship Contact section, click on Export 
   

2. You will begin downloading a .csv containing the Relationship Contact details
   

Trunk Group

Configuring Trunks will describe the end-to-end connectivity for your network. You can set up multiple trunks and manage them as a single entity. Each Trunk Group will need to have a defined Direction (termination/origination) and Relationship (vendor/customer). This section will describe a Termination-Customer trunk group configuration.

Zones

Zones are clusters of IPs grouped together within a location. They can be useful for networks with multiple data centers or those who need to split customers based on IP(s) for cross connect. Zones allow to split Trunk Groups per zone and Location and isolate them. Please reach out to your account manager for more info on zones and how it can be installed on your instance.

Trunk Group Dashboard

Relationship > Create/Modify > Trunk Group 

In the Dashboard you can select the number of Trunk Groups displayed per page, search for a Trunk Group by keyword or:

1. Assign Routeplan to the Trunk Group
   

2. Assign Rate Deck to the Trunk Group
   

3. Modify a Trunk Group
   

4. Create a new Trunk Group
   

5. Export Trunk Groups as a .csv
   

6. Activate/Deactivate Trunk Group
   

7. Delete Trunk Group
   

Assign Routeplan

Relationship > Create/Modify > Trunk Group > Assign Routeplan

You can only assign a Routeplan to a Customer configured Trunk Group by:

1. Selecting a Trunk Group from the list in the Dashboard by clicking on the 2nd column of the list item
   

2. Click on Assign Routeplan
   

3. In the pop-up window, select a Routeplan from the drop-down menu
   

4. After receiving a message saying ‘Assigned Successfully’, you can close the pop-up Window
   

To unassign a Routeplan:

1. Select a Trunk Group from the list in the Dashboard by clicking on the 2nd column of the list item
   

2. Click on Assign Routeplan
   

3. In the pop-up window, click on the ‘-’ button on the right of the drop-down menu
   

4. After receiving a message saying ‘Unassigned Successfully’, you can close the pop-up Window
   

Assign Rate Deck

Relationship > Create/Modify > Trunk Group > Assign Ratedeck

Rate Decks contain the pricing models used for calls depending on the geographical/geopolitical location of the origination and termination devices. If you do not assign a Rate Deck to a Trunk group, Perimeter will not be able to charge your customers and vendors for the network usage.

You need to select a specific Rate Deck for each type of call in order for the correct rating to be applied to each type of call.

Depending on the type of call that you are configuring, you can assign a Rate Deck as follows:

1. Select a Trunk Group from the list in the Dashboard by clicking on the 2nd column of the list item
   

2. Click on Assign Rate Deck
   

3. In the pop-up window, select a Rate Deck from the drop-down menu
   

4. After receiving a message saying ‘Assigned Successfully’, you can close the pop-up Window
   

To unassign a Rate Deck:

1. Select a Trunk Group from the list in the Dashboard by clicking on the 2nd column of the list item
   

2. Click on Assign Ratedeck
   

3. In the pop-up window, click on the ‘-’ button on the right of the drop-down menu
   

4. After receiving a message saying ‘Unassigned Successfully’, you can close the pop-up Window
   

Create/Modify a Trunk Group

Relationship > Create/Modify > Trunk Group > Create/Modify 

This section will describe every field of creating or modifying a Trunk Group. If you are interested in setting up a specific Trunk Group configuration for Wholesale or DID, click here.

Trunk Group Basic Information

Relationship > Create/Modify > Trunk Group > Create/Modify > Trunk Group Basic Information

In this section you will need to provide core information about trunks such as:

1. Name
   

2. Direction: Termination - you are sending traffic to someone. A Termination-Customer configuration will enable you to send traffic whose termination point is a Customer (traffic originates with the Customer and comes to you. You in turn send traffic to your Vendors).
   

3. Relationship: Customer
   

4. Enable NAT: NAT helps improve security and decrease the number of IP addresses an organization needs.
   

5. Ext. Name: The external name is not mandatory. It is an open field that you can use for APIs or to match when exporting.
   

6. Copy
   

7. Tech Prefix: May be assigned to an originating or terminating Trunk Group to differentiate it or to provide an added level of security. We always recommend that you set a Tech Prefix on an Originating Trunk Group, even if you don't plan on having multiple originating Trunk Groups. 
   

Limit Options:

1. Ports: Number of ports that you want to assign to the Trunk Group
   

2. CPS: The number of calls which can be pre-selected. We recommend a default ratio for Ports:CPS of 10:1
   

3. Max Call Duration: Calls which exceed this duration will be terminated
   

4. Max PDD: Maximum delay between the time the call is dialed until the caller hears ringing
   

5. BTN - Billing Telephone Number
   

6. Capacity Group - enables the creation of a group based on Port/CPS limit that can be assigned to multiple trunk groups and count their individual usage towards the group limits.  For example, in order to use 500 ports in the capacity group, then you can either NOT set a limit on TG and let the capacity group limit the ports (i.e. anything up to 500 on either or both) OR set a higher limit like 250 to allow each trunk group to have a limit.
   

CallerID Override

1. CallerID Override Type
   

1. Off
   

2. All calls
   

1. CallerID Override value
   

3. Emergency calls
   

1. CallerID Override value
   

2. Time Limit of Day - only call between specific hours in the day
   

3. Enable Triggers - If you enable triggers, you can receive messages when certain thresholds are reached. For example, if the trunk group reaches 10,000 attempts an email will be sent to the contact selected.
   

4. ANI Normalization - Toggle ANI normalization for inbound ANI(s) that are ~10 digits long. 
   

5. Bursting Threshold - Bursting Threshold is a soft limit that can be specified on ports usage for elasticity purposes. Bursting Ports limit is used to generate elasticity files which specifies when a TG went over the threshold on any given day. The report can be requested on a monthly basis from support.
   

6. Normalize SIP:  When enabled, this normalizes SIP codes returned from the vendor to 503 to send back to the customer so they can roll over to the next vendor (except for a few codes such as 487, 486 etc.
   

7. Diversion Routing - Enabling diversion routing allows the INVITE Diversion Header (Diversion and CC-Diversion) to support PSTN Redirection Services (also known as Call Forwarding). Utilizing the FROM field in the diversion header and allows you to determine jurisdiction and then calculate both rate and routing based on that.
   

Add Trunks

Relationship > Create/Modify > Trunk Group > Create/Modify > Add Trunks

Note: 

• Only 1 [IP, Port and Protocol] configuration can be added against 1 Origination Trunk and 1 Termination trunk
  

• You can reuse the same [IP, Port and Protocol] configuration only if you add a Tech Prefix for the other Trunk Groups. Information about Tech Prefix can be found under Relationship > Create/Modify > Trunk Group > Create/Modify >  Trunk Group Basic Information
  

To add a Trunk you will need to provide the following:

1. Trunk Type: 
   

• IP address: Provide IP Address and Port
  

or

• Registration: Provide Username and Password
  

2. Protocol: UDP/TCP/TLS
   

3. Switch IP: You will need to give the Switch IP to your customers and vendors in order to run traffic through the trunk. Only one IP is necessary for both Termination Vendors and Customers. This IP is located at the bottom of the ADD Trunk section. You can also find your Switch IP and your Media IPs in the Settings Tab, under General Settings.
   

After setting up your configuration, press Create

All created Trunks will appear under the Trunks section. 

Trunks Dashboard

Relationship > Create/Modify > Trunk Group > Create/Modify > Trunks

This section enables you to:

1. Select the Hunting Mode:
   

1. Load Balance
   

2. Failover 
   

3. Weighted
   

2. Delete the Trunk
   

Hunting Mode

Relationship > Create/Modify > Trunk Group > Create/Modify 

Line Hunting is the method of distributing phone calls from a single telephone number to a group of several phone lines. Specifically, it refers to the process or algorithm used to select which line will receive the call.

You can choose between 3 modes:

• Load Balance: Improves performance by distributing workloads across multiple computing resources.
  

• Failover: Switching to a redundant or standby computer server, system, hardware component or network upon the failure or abnormal termination of the previously active application, server, system, hardware component or network.
  

• Weighted: Calls are distributed according to a configurable weight.
  

Media Handling

Relationship > Create/Modify > Trunk Group > Create/Modify > Media Handling

There are 4 settings for handling media content:

• Filtering: This setting allows you to specify which codecs are allowed on this Trunk Group. Note: All codecs are passed through by default.
  

• Anchoring: This setting allows you to anchor (proxy) the media through the Peeredge Platform. This feature is useful for media topology hiding or going through firewalls. Note: The new Peeredge supports on-demand transcoding for media anchored calls. If the SBC determines that there is not a suitable codec negotiation on anchored calls, the system will automatically negotiate the suitable originating and terminating codec and transcode the session. 
  

• Dynamic Transcoding: This setting allows for automatic switching to a different format or bitrate without compromising on the original quality. 
  

• Secure RTP:  provides message authentication and integrity, encryption and replay attack protection to the RTP data.
  

Signaling Manipulation

Relationship > Create/Modify > Trunk Group > Create/Modify > Signaling Manipulation

This section will enable you to set up a rule to find and replace a string in a packet with anything of your choice. This is achieved using Regular Expressions.

To create a manipulation expression provide:

1. Header
   

1. ANI
   

2. DNIS
   

3. SIP Code
   

2. Search: The section of a string to be replaced.
   

3. Replace: What to replace the searched section with.
   

4. Press Create
   

Once you add a rule, it will be displayed in the list below.

Route Advance Logic

Relationship > Create/Modify > Trunk Group > Create/Modify > Route Advance Logic

Given a list of HTTP status codes, you can select set up routing based on the responses received.
Route Advance Logic converts all codes mentioned in the regex to a 503. If you remove a code from the regex, as well as UNchecking “normalize sip code” in the trunk group settings, you will return that code back to the customer.
Find out more about Regular Expressions here.

Triggers

Relationship > Create/Modify > Trunk Group > Create/Modify

Note: In the Trunk Group Basic Information section, you must have Enable Triggers checked for this menu to be displayed.

This feature allows users to sample up to 5 minutes of data for all performance metrics available. Triggers can be stacked on top of each other and multiple triggers can be set for the same metric.

To create a trigger you must provide: 

1. Name
   

2. Type
   

1. Attempts
   

2. Completions
   

3. Minutes
   

4. ASR
   

5. ALOC
   

6. Revenue
   

7. Cost
   

8. Profit
   

9. Margin
   

10. PPM
    

11. MOS
    

12. SDR
    

13. NEPR
    

14. Ports
    

15. CPS
    

3. Condition
   

4. Value
   

5. Trigger Expiration
   

6. Contact Type
   

7. Time Frame
   

1. Always
   

2. Custom
   

1. Start Time
   

2. End Time
   

3. Weekdays
   

Once these are completed, press Create

Export Trunk Groups

Relationship > Create/Modify > Trunk Group > Export

After clicking on the Export button, you will need to type in a name for the .csv file.

You can choose whether to export to Trunk Group Configurations.

The export will contain:

• Relationship Name
  

• Trunk Group Name
  

• Status
  

• Directions
  

• Relationship Type
  

• Rating Assigned
  

• Routeplan
  

• Trunk
  

• Monitoring
  

• Media Anchor
  

• Prots
  

• CPS
  

• Last Modification Date
  

• External Name
  

• NAT
  

• Tech Prefix
  

• Max Call Duration
  

• Filter Media
  

• Anchor Media
  

• Transcoding
  

• Codecs
  

• Regexp Rule
  

• Hunting Type
  

• Egress IP
  

• Send NDPI
  

• IP Address
  

• Port
  

• Protocol
  

• Weight
  

• Trunk Monitoring
  

• Name of Modifier
  

• Hunting
  

• Username
  

• Server IP
  

• Trunk Type
  

• ANI Override
  

• Failover Order
  

Activate/Deactivate Trunk Group

Relationship > Create/Modify > Trunk Group 

Use the toggle switch on the right of the Trunk Group list entry to Activate or Deactivate it.

Delete Trunk Group

Relationship > Create/Modify > Trunk Group 

Press on the red delete icon and confirm to delete a Trunk Group and all its associated configurations.

Capacity Dashboard

Relationship > Create/Modify > Trunk Group 

This feature will allow customers to create a special capacity group based on port/CPS limits that can be assigned to multiple Trunk Groups and count their individual usage towards the group limits. This will allow customers to share capacity within the same relationship without limitations of each individual Trunk Group.

From the Capacity Groups Dashboard, you can:

1. Create/Modify a Capacity Group
   

2. View assigned Trunk Groups
   

3. View Capacity Group Triggers configuration
   

4. Delete a Capacity Group
   

Create/Modify a Capacity Group

Relationship > Create/Modify > Trunk Group > Capacity Groups

To create a Capacity Group, provide the following:

1. Capacity Group name
   

2. External name
   

3. Port Limit
   

4. CPS Limit
   

5. Description
   

6. Bursting Threshold
   

1. Port Limit
   

Assign a Trunk Group

Relationship > Create/Modify > Trunk Group > Capacity Groups

To assign a Trunk Group

1. Select a Trunk Group from the drop-down menu
   

2. Press Assign
   

Create/Modify a Capacity Group Trigger

Relationship > Create/Modify > Trunk Group > Capacity Groups

To Create/Modify a Capacity Group Trigger:

1. Provide a Name
   

2. Select the Type
   

1. Ports
   

2. CPS
   

3. Select a Condition
   

1. Less Than
   

2. Greater Than
   

4. Provide a Value
   

5. Select a Trigger Expiration
   

6. Select a Contact Type
   

1. NOC
   

2. Billing
   

3. Sales
   

4. Balance
   

5. Rate
   

6. Trigger
   

7. Select a Time Frame
   

1. Custom
   

2. Always
   

Delete a Capacity Group

Relationship > Create/Modify > Trunk Group > Capacity Groups

To Delete a Capacity Group

1. In the Capacity Dashboard, click the red Delete Button
   

2. In the pop-up window, click on Delete
   

Rating

Rate Sheets are mandatory for allowing perimeter to charge calls made on your network.

Rating Dashboard

Relationship > Rating

In this dashboard you can see the current Rate Sheets available. Details included are the Type of the Rate Sheet, Direction, Relationship and Effective Date. 

The dashboard enables you to:

1. Select the Rating Template - click here to find out more about Templates
   

2. Assign to Trunk Group - this process is mandatory for applying the charges to calls
   

3. Modify an existing Rate Sheet
   

4. Create a new Rate Sheet
   

5. Export the list of Rate Sheets as a .csv file
   

6. Distribute the Rate Sheet - sends the Rate Sheets to Rating Contacts
   

7. Download a single Rate Sheet as a .csv
   

8. View the Ratedeck history - see changes made to the Ratedeck
   

9. Modify the Rates
   

10. Delete the Rate Sheet
    

Select the Rating Template

Relationship > Rating

Using the drop-down menu, you can choose which Rating Template you want to use as a default. To find out more about setting up templates, click here.

Assign to Trunk Group

Relationship > Rating > Assign to Trunk Group

Only after assigning a Ratedeck to a Terminating Customer Trunk Group you will be able to charge your customers and vendors for using your network. To assign a Ratedeck:

1. Press the Assign to Trunk Group button
   

2. In the pop-up window, press Add Trunk Group
   

3. Select a Trunk Group from the drop-down menu
   

4. Press Assign
   

To unassign:

1. Press the Assign to Trunk Group button
   

2. Press the Minus icon at the right of the respective Trunk Group
   

Create / Modify a Rate Sheet

Relationship > Rating > Create/Modify

To Create or Modify a Rate Sheet:

1. To create a new Rate Sheet, press on the blue Create button
   

2. To modify an existing Rate Sheet, click on an item from the list to highlight it and press on Modify
   

1. Provide a name for the Ratedeck
   

2. Select a Location for the geopolitical area in which the Ratedeck is intended to be used:
   

1. US & Canada 
   

2. International - every other country including the EEA
   

3. Set Direction of the configuration Termination - you are sending traffic to a terminating device
   

4. Select the Deck Type - Different Deck Types are available depending on the Location and Direction
   

5. Set the Relation as Customer
   

6. Select the number of Rounding Digits
   

7. Select the Expiration Date
   

8. Select the Effective Date - By default this is set to the current date
   

9. Download a Sample - For use as a template for creating Ratedecks
   

10. Select File - To import a .csv file as a Ratedeck source
    

11. Save
    

Note: Expiration in the Rate Deck setup does not override the existing rate sheet that is loaded.

Create / Modify a Deck Group

Settings > Deck Groups > Create/Modify

To Create or Modify a Deck Group:

1. To create a new Deck Group, press on the blue Create button
   

2. To modify an existing Deck Group, click on an item from the list to highlight it and press on Modify
   

1. Provide a name for the Deck Group
   

2. Select a Location for the geopolitical area in which the Deck Group is intended to be used:
   

1. US & Canada 
   

2. International - every other country including the EEA
   

3. Select the Deck Type - Different Deck Types are available depending on the Location
   

Assign Ratedeck to a Deck Group

Relationship > Rating > Create/Modify

To associate the Ratedeck with a Deck Group:

1. Select a Deck Group from the drop-down menu
   

2. Propagation Delay: Adds one second to the duration of every call
   

3. Requires Confirmation Toggle
   

4. Confirmation Method - If you add a new Ratedeck you will send an email to your customers. The Ratedeck will only go into effect after the notification is Delivered or after the customer Open(s) the email.
   

Download a Rate Sheet Sample as a .csv file

Relationship > Rating > Modify > Download Sample

1. Select a Rate Sheet and click on Modify
   

2. Click on Download Sample
   

3. You will start downloading a .csv file
   

Ratedeck Mapping / Importing a Rate Sheet

Relationship > Rating > Modify > Open

When you upload a Rate Sheet, you must align the headers from your .csv file to the headers provided in Perimeter:

1. Select an existing Rate Sheet (by clicking on the list item in the second row) and click on Modify
   

2. Click on the Select File 
   

3. Select your .csv file and click Open. A new section named Ratedeck Mapping will appear in Perimeter
   

4. All the headers from your .csv file will appear in the drop-down menus. You will need to assign a header to each of the drop-down menus
   

5. (International Only) - You can select whether to Delete and Insert or to Append Rates checkbox. If you choose to Append, you will be able to upload rate changes that take effect at different times as the international rates are distributed
   

6. After you finish mapping all the headers to the drop-down menus, click on Save & Upload
   

Appending International Rates

• Keep Future Dates
  

• Overwrite
  

• Orphan Codes: Allows you to load a full A-Z deck on top of the previous deck and clean out any remaining codes from the system that are not present in the new deck. You can select how many days out you want to orphan the codes so that you can continue to use the existing rates until they are to be deleted.
  

Export the Rate Sheet List

Relationship > Rating

1. In the Rating Dashboard, click on Export
   

2. You will begin downloading a .csv file containing all the Rate Sheets associated to this Relationship
   

Distribute the Rate Sheet

Relationship > Rating

1. In the Rating Dashboard, click on the email icon at the right of the list items
   

2. In the pop-up window, press on Distribute (please ensure that you have added a contact type “Rate” in the Relationship Info tab to receive the Rate Sheet)
   

Download Rate Sheet as a .csv

Relationship > Rating

3. In the Rating Dashboard, click on the download icon at the right of the list items
   

4. You will begin downloading a .csv containing the Rates 
   

View the Ratedeck History

Relationship > Rating

1. In the Rating Dashboard, click on the view icon at the right of the list items
   

2. A pop-up window will display the latest changes 
   

3. You can download the rates for each version using the download button at the right of the list items
   

4. You can distribute all the entries from the Ratedeck History
   

Modify the Rates

Relationship > Rating

1. In the Rating Dashboard, click on the green icon at the right of the list items
   

2. A pop-up window will display all the previous rates that were applied from this Rate Sheet.
   

Delete the Rate Sheet

1. In the Rating Dashboard, click on the red icon at the right of the list items
   

2. If the Rate Sheet is assigned to a Trunk Group, you will need to unassign before deleting
   

3. Press on Delete
   

Routing

Note: You must have at least one rule defined for the call to be processed. Check out the Quick Start Guide's Routing section to set learn how to set up a basic rule which allows for all traffic to be processed. You can set up more complex routing for increased efficiency.

Routing allows you to determine how your traffic is going to be sent through your network.

Routing Dashboard

Relationship > Routing

For both the Termination Routeplan you can:

1. Assign a Routeplan to a Trunk Group
   

2. Modify a Routeplan
   

3. Create a Routeplan
   

4. Export a list of Routeplans
   

5. Activate or Deactivate a Routeplan
   

6. Delete a Routeplan
   

7. Simulate a Route
   

Assign Routeplan to a Trunk Group

Relationship > Routing

You can only assign a Routeplan to a Customer configured Trunk Group by:

1. Selecting a Trunk Group from the list in the Dashboard by clicking on the 2nd column of the list item
   

2. Click on Assign Routeplan
   

3. In the pop-up window, select a Routeplan from the drop-down menu
   

4. After receiving a message saying ‘Assigned Successfully’, you can close the pop-up Window
   

To unassign a Routeplan:

1. Select a Trunk Group from the list in the Dashboard by clicking on the 2nd column of the list item
   

2. Click on Assign Routeplan
   

3. In the pop-up window, click on the ‘-’ button on the right of the drop-down menu
   

4. After receiving a message saying ‘Unassigned Successfully’, you can close the pop-up Window
   

Creating a Termination Routeplan

Routeplan Basic Options

Relationship > Routing > Create

1. Provide a Name for the Routeplan
   

2. Select the MCL from the drop-down menu
   

3. Choose the Profit Protection from the drop-down menu
   

1. Off - No profit protection
   

2. Percentage - value can be positive, neutral (0) and negative
   

3. Profit Per Minute - value can be positive, neutral (0) and negative
   

4. Type in the Protection Amount
   

5. Choose the Maximum Rate
   

6. Toggle whether to Ignore the Vendor Profit Protection
   

Intelligent Filters

Relationship > Routing > Create

1. Intelligent filters use profiles that are built after 100 calls in order to build an accurate understanding of the traffic.
2. As the profiles are built anew daily, scores are "perfect" at the start of the day and as more data is generated the scores may decline over the course of the 24 hour period.
   
3. Every trunk group builds profiles specific to traffic on it, but intelligent filtering only applies the profiles of the trunk groups using the filtering.
   

1. Enable Short Duration Filter - Set value - Extension placed on all calls 
   

2. Enable Intelligent Call Extension - Automatically extends calls that are under designated duration threshold.
   

3. Enable 487 Filter - Set value

4. Enable Intelligent Anchoring - Allows for selective use in media anchoring to automatically manage port consumption. Only works if 487 Filter is enabled.
   

5. Enable ANI ASR (Answer-Seizure Ratio) Filter

1. Provide Minimum ANI ASR

6. Enable ANI PRV (Predictive Routing Value) Filter - Predictive Routing Value is the process of using known historical behavior of each customer as it relates to each vendor and using that scoring system to determine the optimal routing order. Enabling ANI PRV Filtering gives you the option to:
   

1. Toggle Intelligent Optimization
   

2. Provide Minimum PRV
   

7. Enable ANI ACD Filter
   

1. Provide Minimum ANI ACD

8. Enable Destination PRV Filtering. Enabling Destination PRV Filtering gives you the option to:
   

1. Toggle Intelligent Optimization
   

2. Provide Minimum PRV
   

Routing Rules

Relationship > Routing > Create

The section below describes all available options for building a rule. Check out the Quick Start Guide's Routing section to set learn how to set up a basic rule which allows for all traffic to be processed.

Build a Rule

Relationship > Routing > Create > Routing Rules

1. Provide a Rule Name
   

2. Configure an IF Condition
   

1. Call comes From & Is sent To
   

1. Any
   

2. Anonymous
   

3. Exact Match
   

4. Partial Match
   

5. Country 
   

6. Destination
   

7. LERG - Local Exchange Routing Guide
   

8. Any List
   

9. Prefix List
   

2. With Media IP
   

1. Any
   

2. Exact Match
   

3. Partial Match
   

4. IP List
   

3. Perform Action
   

1. Static Routing
   

2. % Routing
   

3. LCR
   

4. Block
   

4. Expires on
   

1. Date
   

2. Hour
   

Vendors Considered

Relationship > Routing > Create > Routing Rules

1. Use the checkbox to select which Vendors you would like to apply to the above Rule for. 
   

2. You can also select a Profit Protection mode for each vendor individually using the drop-down menu and the amount box.
   

After configuring a rule and adding the vendors, press on Add Rule

Real Time Triggers

Relationship > Routing > Create

This feature allows customers to be notified in real time when certain routing conditions are met. There will be various cases that exist when a customer may want an immediate action taken when a dialing condition is met. The initial use is to detect when an emergency number is dialed (911) and notify a recipient.

To Build a Trigger: 

1. Trigger Name
   

2. call comes From
   

1. Any
   

2. Anonymous
   

3. Exact Match
   

4. Partial Match
   

5. Country
   

6. Destination
   

7. LERG
   

8. ANI List
   

9. Prefix List
   

3. and is sent To
   

1. Exact Match
   

2. Partial Match
   

3. Country
   

4. Destination
   

5. LERG
   

6. ANI List
   

7. Prefix List
   

4. with Media IP
   

1. Any
   

2. Exact Match
   

3. Partial Match
   

4. IP List
   

5. perform Action - Notification
   

6. (Optional) Expires on - event will not trigger after this time and date
   

Balance/Payment

Note: This functionality only works when a Balance Warning Template, Balance Suspend Template and contacts are correctly set up.

Balance/Payment Dashboard

Relationship > Balance/Payment

From the dashboard, you can set the following:

1. Balance Warning Amount - Send out a warning notification to your customer when their usage reaches this value
   

2. Balance Warning - The Balance Warning Template used to send out the warning notification
   

3. Disable Balance Offsets - Check this option to disable balancing between customer and vendor trunks
   

1. By default, the system will attempt to balance your spending between what you send to a vendor and what they sent to you as a customer within the same Relationship. When disabled the balance will show purely what the customer trunk has spent and the vendor trunks has spent.
   

4. Balance Suspend Amount - Suspend your customer’s services when their usage reaches this value
   

5. Balance Suspend - The Balance Suspend Template used to send out the warning notification
   

6. Send Daily Balance Email - Toggle daily notifications containing the balance at the end of the day
   

7. Create/Modify a Transaction
   

8. Export Transaction List as .csv
   

9. Delete Transaction
   

Create/Modify Transaction

Relationship > Balance/Payment > Create Transaction

1. Press on the Create/Modify button
   

2. Select a Transaction Type
   

1. Payment
   

2. Credit
   

3. Select a Payment Type
   

1. Debit
   

2. Credit
   

4. Type in the Transacton Amount
   

5. Provide the Date when the transaction took place
   

6. Select the currency in which the transaction took place
   

7. Enter a Payment Memo
   

Export Transaction List

Relationship > Balance/Payment

1. In the Balance/Invoice Dashboard, click Export and provide a name for the file
   

2. You will begin downloading a .csv containing the Transaction details
   

Delete Transaction

Relationship > Balance/Payment

1. In the Rating Dashboard, click on the red icon at the right of the list items
   

2. In the pop-up window, press on Delete
   

Invoices

Invoices Dashboard

Relationship > Invoices

1. Invoice Cycle
   

2. Rounding Method - Round up or down
   

3. Display Balance - Toggle whether to display the balance on the invoice or not
   

4. Auto Invoice - Toggle whether to auto-generate invoices
   

5. Invoice Date
   

6. Taxation
   

7. Invoice Template - Choose the template used for generating invoices
   

8. Rounding Digits - Amount of digits after the decimal point
   

9. Show account number
   

10. Invoice Currency 
    

11. Invoice Frequency
    

12. Taxation Value
    

1. Create Invoice
   

2. Export Invoice List
   

3. Email Invoice
   

4. Download Invoice
   

5. Delete Invoice
   

Auto-Invoice

Relationship > Invoices > Invoice Dashboard

You can use this function to regularly send invoices to your clients:

1. Toggle the Auto Invoice function in the Invoicing Dashboard
   

2. Select the Invoice Date when the first invoice will be sent out
   

3. Choose the invoice frequency, which will auto-generate invoice from the date above
   

Please note that you can only set Auto Invoicing for future invoices.

Create Invoice

Relationship > Invoices > Create Invoice

1. Select the From Date
   

2. Select To Date
   

3. Add a tag
   

4. Select the Timezone for the invoice
   

5. Specify which Trunk Group
   

6. Create a new Invoice by
   

1. Pressing Generate to create the invoice
   

2. Pressing Generate and Send to create and send the invoice to the Invoice Contact
   

Export Invoice List

Relationship > Invoices

1. In the Balance/Invoice Dashboard, click Export and provide a name for the file
   

2. You will begin downloading a .csv containing the Transaction details
   

Email Invoice

Relationship > Invoices

1. Press on the Email icon at the right of the list items
   

2. In the pop-up window, press Send
   

This will send an email to all Billing Contacts defined in Relationship Info.

Download Invoice

Relationship > Invoices

1. Press on the Download button at the right of the list items
   

2. You will begin downloading a .pdf of the respective invoice
   

Delete Invoice

Relationship > Invoices 

1. Press on the red icon at the right of the list items
   

2. Choose between
   

1. Delete
   

2. Invalidate
   

Portals - Create a portal for your carrier

You can select which information to provide on your portals from the following:

1. Daily Performance Email: A daily email sent to the configured contacts containing a performance report for the Relationship
   

2. Show Costs
   

3. Show Balance
   

4. Display Rates
   

5. Re-enable on Payment
   

6. Apply PayPal Percentage and Fee
   

1. Percentage Fee
   

2. Total Fee
   

7. Allow carrier to change IPs
   

8. Display Accounting Info (allows the Portal user to access the Send Payments page)
   

9. PayPal Limit
   

10. Portal Template
    

11. Show Carrier Payments
    

12. Create/Modify a Portal User
    

13. Export a list of portal users
    

Create/Modify a Portal user

To enable a user to access the portal, you will need to provide:

1. Username
   

2. Name
   

3. E-mail address
   

4. Phone number
   

Export a list of Portal Users

1. In the Portals Dashboard, click Export and provide a name for the file
   

2. You will begin downloading a .csv containing the Portal User details
   

Portal - View (what your carrier will see)

Relationship Portal Dashboard View

Relationship Portal Reporting View

Relationship Portal Diagnostic View

Relationship Portal Accounting Send Payment View (requires the Display Accounting Information checkbox to be set when creating the user)

Relationship Portal Accounting Rates View

Relationship Portal Accounting Invoice View

Agents

Agents Dashboard

Relationship > Agents

In the dashboard you can:

1. Create/Modify agents
   

2. Export a list of agents as .csv
   

Assign Agents

Relationship > Invoices

You can assign Agents to the appropriate trunk groups and determine the Commission Type and Rate:

1. Select a Trunk Group to be associate the Agent
   

2. Select the Commission Type
   

1. Profit
   

2. Revenue
   

3. Select the Agent - you can set up Agents by following the overview in the quick start guide.
   

4. Type in the Commision Rate
   

5. Select the start date for the commissions
   

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