Local Presence Dialing with the Chat To Clients CRM Phone System
Local Presence Dialing automatically selects an outbound caller ID that best matches a contact’s location. The rebuilt Local Presence engine supports location-based matching in the U.S., Canada, the UK, and Australia. It works across supported outbound dialing paths, including the web dialer, mobile app, and deskphones. When a local match is unavailable or required contact data is missing, Chat To Clients CRM uses the account default number so the outbound call can continue.
TABLE OF CONTENTS
- What is Local Presence Dialing?
- Key Benefits of Local Presence Dialing
- How Local Presence Dialing Works
- How To Set Up Local Presence Dialing
- Example Use Case
- Frequently Asked Questions
- Related Articles
What is Local Presence Dialing?
Local Presence Dialing automatically selects the best available caller ID for an outbound call based on the contact’s location. The system uses location-based matching and a defined fallback sequence to find an available number. If no local match is available, Chat To Clients CRM uses the account default number.
Key Points to Remember
- Supports all area codes of a region: If calling a contact with area code 241 in Dallas,
- If you have a phone number with the area code 241, that phone number will be used to make the call
- If you do not have a phone number with area code 241. But you do have a Dallas number with area code 972, the 972 number will be used to make the call
- If you do not have a phone number belonging to any area code of Dallas, the sub-account's default phone number will be used to make the call
- Sub-account's default phone number is used as the backup in case no phone numbers match the region.
- Supports USA/Canada only.
- Local Presence Dialing supports location-based matching in the U.S., Canada, the UK, and Australia.
- Repeat attempts to the same contact use the same matched number.
- Local Presence works across supported outbound calls from the web dialer, mobile app, and deskphones.
- You can reserve up to 50 numbers per sub-account so they are not automatically selected for Local Presence calls.
- Reserved numbers remain available for manual dialing.
- If a local match is unavailable or contact location data is missing, Chat To Clients CRM uses the account default number.
Key Benefits of Local Presence Dialing
Local Presence Dialing offers several advantages that help improve engagement and build stronger trust with your contacts.
Higher Answer Rates: Local caller IDs feel familiar, encouraging recipients to answer unknown numbers.
Improved Brand Trust: Consistent local presence builds credibility and reduces spam perception.
Automated Number Selection: Eliminates manual switching—calls automatically use the matching or regional number.
Regional Fallback Support: If an exact area code match isn’t available, another number from the same region will be used.
Flexibility: Can be enabled or disabled at the sub-account level, giving businesses control over who uses it.
Consistent Caller ID: Repeat call attempts to the same contact use the same matched number.
Reserved Number Control: Reserve up to 50 numbers per sub-account to keep them out of automatic Local Presence selection while retaining them for manual dialing.
How Local Presence Dialing Works
Understanding how the feature selects caller IDs ensures you maximize its benefits in outbound calling.
- When initiating an outbound call, the system checks the contact’s phone number area code against your pool of available numbers.
- If an exact match exists, the call uses that number as the caller ID.
- If no exact match exists, the system will attempt to use a number from the same geographic region (e.g., a different Dallas area code).
- If no regional match is available, the sub-account’s default caller ID will be used.
- Number selection logic runs in real time without any user intervention.
How To Set Up Local Presence Dialing
Proper setup ensures your outbound calls automatically leverage regional numbers for maximum impact.
Open the applicable sub-account.
Go to Settings → Phone System → Voice → Other Settings.
Select Outbound Calls.
Scroll to Default number preference for outbound calls.
Select Local presence dialing.
Reserve Numbers from Local Presence Dialing
Reserved numbers are excluded from automatic Local Presence selection while remaining available for manual dialing.
You can reserve up to 50 numbers per sub-account.
1. Go to Settings → Phone System → Voice → Other Settings → Outbound Calls.
2. Locate the Local presence dialing section.
3. Under Reserved numbers, click + Reserve a number.
4. Select the numbers you want to reserve.
Example Use Case
Below is an example of increasing Call Answer rates by calling contacts from the same area code automatically
Example 1: Calling someone in Dallas, Texas (area code of Dallas is 214)
Automatically uses a number from Dallas (if available)
Example 2: Calling someone with Area code 888
Of all the phone numbers available, call from the phone number with the same area code as the contact automatically, increasing trust and increasing chances of the call being answered.
Frequently Asked Questions
Q: What happens if a contact’s area code doesn’t match any purchased number?
Chat To Clients CRM continues through the Local Presence matching hierarchy. It checks overlay codes, nearest available distance, and the same region before using the account default number.
Q: Can I override the auto-selection for specific calls?
Yes. Before a call, click on Change on the top bar of the dialer and choose from your phone numbers. After your call, the system switches back to Local Presence Dialing. You can choose to disable Local Presence Dialing if you want to retain your choice of calling from number.
Q: Are there limits on how many numbers I can add?
We support all the phone numbers and Verified Caller IDs in your sub-account. No separate limits.
Q: Does it support Verified Caller IDs?
Yes, we do. The area code of the Verified Caller ID is taken into account when deciding which Caller ID to use for the call.
Q: Does this work if I'm using my own Twilio account?
Yes, Local Presence Dialing works with your own Twilio account too.
Q: Can I disable Local Presence Dialing for specific sub-accounts or users?
Local Presence Dialing can be disabled for the sub-accounts but not for individual users.
Q: Is this feature available internationally?
Location-based Local Presence Dialing is supported in the U.S., Canada, the UK, and Australia.
Q: Does Local Presence Dialing improve call answer rates automatically?
Presenting a familiar local number increases the likelihood that recipients will answer but there are no guarantees.