CloudTalk's dialer screen now provides you with the option to automatically select your outbound number depending on the country you are calling to.
This feature works globally, including detailed area-based logic such as states in the US, provinces in Canada, or districts for landline numbers in countries like Portugal.
Please note: in order for this functionality to work, you must have a number for the country you are calling to registered in your CloudTalk account. If not, the system will be unable to select a matching number.
Locating Automatic Caller ID in CloudTalk
Automatic Caller ID is a setting that can be found in both the desktop and mobile versions of the CloudTalk application.
To locate this feature, simply navigate to your dialer screen, then select the drop down menu as indicated in the screenshot below:
From here, you'll be presented with a list of your numbers, filterable by a search bar, including the option Automatic.
Selecting Automatic from this screen will enable CloudTalk to automatically select your outbound caller ID for each call according to the country of residence of your caller, providing you own a number for the relevant country or state (US).
After selecting Automatic, the dialer screen should have the following appearance:
How number matching works
When you select Automatic, CloudTalk uses the phone number you are calling to determine the best matching number from your inventory:
In the US, this typically matches based on the state by comparing area codes.
In other regions, such as Canada or Portugal, it may match by province or landline district.
If there are multiple numbers available for the same area, CloudTalk selects the one with the largest common prefix with the contact's number.
If more than one number fits the criteria equally, CloudTalk selects one at random.
Example:
If your CloudTalk account includes the numbers:
+1 213 555 0198 (Los Angeles, CA)
+1 415 555 0123 (San Francisco, CA)
+1 212 555 0160 (New York City, NY)
And you're calling:
+1 213 742 6891 (Los Angeles): CloudTalk selects +1 213 555 0198 due to the longest prefix match.
+1 559 321 7842 (Fresno, CA): Since this is in the same state (CA) but no strong prefix match exists, CloudTalk will choose randomly between the LA and SF numbers.
If you have any further questions regarding this functionality, or need help with anything else, please reach out to our Support team. We are always happy to help!