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Set Call Forwarding lets a verified caller change their call forwarding rules through the AI agent. The agent asks for the extension and voicemail PIN, then configures the dial rules that enable forwarding on your Voip UCAAS platform. In the Add Functions picker, Set Call Forwarding is described as: “Set call forwarding rules for a user. Requires extension and voicemail PIN for verification. Configures dial rules that enable call forwarding.” This function is available in the Connect App only.

Prerequisites

  1. Voip UCAAS connected on the AI agent (steps below).
  2. Callers who know their extension and voicemail PIN.
  3. NS Set Call Forwarding unlocked for the organization in Feature Administration.

Connect Voip UCAAS

NetSapiens functions only appear after Voip UCAAS is connected on the AI agent.
  1. In the Connect App (AI Agents tile in the NetSapiens portal), open the agent list.
  2. In the agent’s row, click the Integrations icon (gear).
  3. Click Voip UCAAS (“Connect to your UCaaS platform for subscriber management.”).
  4. In Configure Voip UCAAS Integration, fill in:
    • API Version — v1 or v2. Start with v1 unless you know your platform supports v2. Chat Notification needs v2.
    • Voip UCAAS URL — your platform API host (for example https://core1.example.com). /ns-api/ is added automatically if it’s missing.
    • Username — a user with Domain Manager or higher access in the agent’s domain.
    • Password — leave blank to inherit saved reseller credentials when the form offers that.
    • Domain — the domain the AI agent lives in (usually pre-filled).
    • Advanced (optional) — Client ID / Client Secret. Leave blank unless your platform needs manually issued OAuth credentials; they’re normally auto-detected.
  5. Click Connect. The Voip UCAAS tile then shows Connected.
If your reseller already saved credentials, you can leave Password (and Advanced secrets) blank to inherit them.

Add the function

  1. In the agent list, click the agent’s pencil (Edit).
  2. Under Functions, click Add.
  3. Expand the Voip UCAAS group (“Functions powered by your UCaaS platform.”). The group shows how many of the 8 functions are already added (for example 1 / 8 added).
  4. Click Add next to Set Call Forwarding.
  5. On the function card, fill in the instruction textbox: “Describe when and how your agent should use this function to set call forwarding rules.”
  6. Click Save Changes. You should see Agent updated successfully!

Example instructions

Tips

  • Always verify the extension and voicemail PIN before changing forwarding.
  • Confirm the destination number digit-by-digit before saving.
  • Remind the caller that forwarding stays on until they turn it off—do not leave a test forward in place after a demo.
  • If your platform also supports reading or clearing forwarding through the same capability, say clearly in instructions whether the caller wants to set, check, or remove forwarding.