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Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

  • 1.  Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-21-2025 12:03
    Hi there Genesys Cloud Community,
    We're managing a Genesys Cloud organization which will ultimately have 1,000 distinct sites, and we're facing a challenge in managing outbound caller ID for our diverse user base. We're looking for the most efficient, scalable, and supportable way to configure this within Genesys Cloud.
    Our Current Environment & Key Constraints:
    • Scale: 900+ physical sites.
    • Device Type: Approximately 99% of our users (both agents and staff) utilize hard phones for audio path.
    • User Roles:
      • Agents:  Use the GC desktop client (with audio path via hard phone)
      • UC (Unified Communications) / Staff Roles: These users do not use the GC desktop client.  Their primary interaction with GC is via their hard phone for outbound calls.
    • Numbering:
      • Some individual users have DID numbers.
      • Some sites host multiple lines of business (LOBs), with the possibility the agents supporting various LOBs.
      • Each LOB has its unique queues with their unique "main listed phone numbers."
      • Crucially, we are also moving towards a model where agents from multiple physical sites will be supporting queues that are conceptually tied to (or primarily use the numbers of) other sites or specific LOBs.
    Our Critical Outbound Caller ID Requirements:
    1. NO User DID/Name Display: When any outbound call is placed, we absolutely do not want the individual user's DID or name to display as the Caller ID.
    2. Agent-Initiated Calls (Queue-Based):
      • When an agent makes an outbound call on behalf of a specific queue, the Caller ID must display the queue's dedicated main listed number. This is a critical functionality for our LOBs.
    3. General Site Outbound Calls (UC/Staff & Others):
      • When any outbound call is placed from a specific site (especially by UC/Staff users who aren't tied to queues for outbound and placing calls from hard-phones), the Caller ID must display that LOB's primary main listed phone number. This is the lack of GC client interaction for these UC users.
    Challenges & Questions We're Grappling With:
    • Scalability: How do we configure 1000+ unique outbound ANIs (Calling Line IDs) without creating an unmanageable number of individual trunk configurations or external routes? 
    • Hard Phones: Since most users are on hard phones and not interacting with the GC client for outbound number selection, the solution needs to be set up at the Genesys Cloud backend level (user, queue, site, trunk, external route).
    • UC/Staff Users: How do we ensure these users, who aren't logged into the GC client, present the correct site-specific main number when making an outbound call from their hard phone?  Is there a default outbound ANI that can be applied to a "Site" or a group of users within a site?
    • Cross-Site Agents: The added complexity of agents supporting queues across site boundaries further compounds the challenge of ensuring the correct ANI displays and selecting the right configuration method.
    • Best Practice for Site-Specific Outbound ANI: What is the recommended Genesys Cloud approach for enforcing a site's main number as the outbound caller ID for all general calls originating from that site?
      • Is it through External Routes and Number Plans?
      • Does this require unique External Trunks per site (which seems excessive for 1000+)?
    Any insights, architectural patterns, "gotchas," or real-world experiences from those who have tackled similar large-scale outbound caller ID requirements would be incredibly helpful.
    Thank you in advance for your time and expertise!

    #Outbound
    #Telephony

    ------------------------------
    Lisa Schifilliti
    ------------------------------


  • 2.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-21-2025 17:06

    Hey Lisa,

    You may want to reach out to your TAM/CSM to discuss some how to approach some of these requirements.

    I am curious to see what the people in the Community recommend as words of wisdom from their own implementation experience.



    ------------------------------
    Jason Kleitz
    Online Community Manager/Moderator
    ------------------------------



  • 3.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-22-2025 10:39

    Lisa,

    All the requirements you list are pretty complicated to wade through in a Community thread. There are many nuances that will require live discussion to get right. Do you have genesys Cloud consulting resources available, either through a Partner or direct with Genesys? Genesys PS can usually carve out a few hours to do some preliminary consultation, if you are direct.



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME, ICCE, ICHD, etc.
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 4.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-25-2025 09:12
    Good morning George.

    I will gladly take this post down and pursue other methods of research.  Can you tell me how I take it down?


    Thank you
    Lisa



    Lisa Schifilliti
    Senior Enterprise Communications Engineer, Enterprise Communications
    IT Telecommunications
    Digital IT&S
    Enterprise Digital Services | Northwell Health

    #: +1.914.419.1665 | Email: lschifilliti@northwell.edu






  • 5.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-25-2025 09:20

    Hey @Lisa Schifilliti,

    If you would like to have your post taken down, I can certainly help with that. If you would like to leave the post up so that others may chime in, that is also an option. But like George mentioned, this does sound like something that Professional Services could help develop a solution that meets your needs.



    ------------------------------
    Jason Kleitz
    Online Community Manager/Moderator
    ------------------------------



  • 6.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-25-2025 09:29

    Don't worry about taking it down - someone may yet give you some ideas. 

    I see that your company does have a Partner, and they should be able to give some assistance. You also have a Genesys CSM assigned who can help get you more assistance as needed.

    For the hard phones, you could probably give each its own Site, and the site can have its own Calling Party Name and Calling Party Number set. Then have one Trunk set up just for those phones for outbound dialing (and any other Sites you want to use in the same way), set the Prioritized Caller Selection on the trunk to use Site to set that Caller ID info on outbound calls.



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 7.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 08-29-2025 13:25
    Hi George,
    When you have an opportunity if you can take this post down.  I believe I am narrowing down the issue and may be able to present it differently.

    Thank you
    Lisa



    Lisa Schifilliti
    Senior Enterprise Communications Engineer, Enterprise Communications
    IT Telecommunications
    Digital IT&S
    Enterprise Digital Services | Northwell Health

    #: +1.914.419.1665 | Email: lschifilliti@northwell.edu






  • 8.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 09-04-2025 15:48

    @Matt Lawson can you handle Lisa's request?



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 9.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 09-04-2025 16:02

    Hey Lisa,

    Because you created the post, you can remove it. At the top, where your initial post is, there should be a "Reply" button with an arrow next to it. Click that arrow and you will get options. You should be able to Delete or Remove, but if those options are not available, you can "Report to Moderators" and my team will remove it. 

    FWIW, I think it's a good post with some good advice already, so I am fine with you leaving it.

    Thanks,

    Matt



    ------------------------------
    Matt Lawson
    Genesys - Employees
    Online Community Manager
    ------------------------------



  • 10.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)
    Best Answer

    Posted 08-31-2025 02:49

    Hey Lisa

    From my experience i can tell you the following.

    Eventually, the Caller Id (and name) set in the Trunk level under "Prioritized Caller Selection"

    From my experience it will always come down to:

    The first Prioritized Caller to Call source (User DID, Queue or Campaign)

    The second will be Site,

    And the last will be trunk, so as you can guess from this remark, you can set Caller Id in the Queue and User level, In the Site level and in the Trunk level.

    Thus, you still have small number of trunks, but big number of Calling Objects (Queue, Users) and Sites.

    Each Queue has its own Caller Id, some Users have their own Caller Id (If you don't want to pass Users Caller Id, i think you can set that in the trunk level)

    So, if the User place Call Via Q, he will go with the Q Identification, if he places without Q, he will go with the Site Identification.

    The trunk Caller Id is just a fallback Id, no one really should go with that Caller Id.

    The bottom line, you have to have big number of Sites, each Site with his own Caller Id, and small number of trunks.

    Regarding Users that assigned to multiple Sites, if they are placing calls from Q, it's no problem, they go with the Q Caller Id regardless of their Site.

    If Users place Calls not from a Q, and need different Caller ID for different calls, I can say quite confidentially that the only way to configure that is with Prefix

    For example, if the user wants to dial to 1234 but he wants to go with different Caller ID then his normal Caller Id, 

    So, he will Dial *991234, and you can capture this prefix *99

    And calls with this prefix will be dial with different caller Id then calls that dialed normally with no prefix (configured via Site's Number Plans and maybe extra Trunks)


    FYI

    Unlike Legacy PBX, In GC, a Trunk, once set, its set, and you can configure many Trunk instances for this one connection

    e.g. if you need two different requirements (maybe one trunk recording and the other not), you don't really have to create two trunks,

    You will set one trunk\Connection (one set of IP Addresses and FQDN's), but two Trunk configuration instances, one instance will be set to record, and the other not.

    So, if the reason you hesitate to create large number of Trunks in GC is because you don't want to manage many "Connections" IP Addresses, you can rethink that.

    In Gc, once the Connection is set, you can configure many Trunk instances, delete them duplicate etc.

    Hope that helps

    Best regards,



    ------------------------------
    Shahar Leonard
    Genesys Cloud Professional Certified
    ------------------------------



  • 11.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 09-01-2025 01:40

    Lisa,

    In addition to the Shahar post, I recommend creating the "detailed design":

    1. Get the LOB requirements for each site/location ("900+ physical sites") for 3 "user types":
      1. UC user ("UC (Unified Communications) / Staff Roles")
      2. Supervisor/CC Manager
      3. Agent 
    2. Create the "full" DIDs/DID ranges list
    3. Create the "logic" of assigning DID to each Trunk/Site/Queue/Group(?)/User (for example: "last 4 digits of the site assign DID will be the site number)
    4. Assign the DID to each Trunk/Site/Queue/Group(?)/User (please pay attention, if this number will be used as "CallingID" (ANI), this number must be "callable", that means "if someone calls this number, he will get the answer (human answer/IVR/Voicemail)

    Of course, this is only a "general guideline", if You need more "explanations" You can send me  a question/



    ------------------------------
    Yvgeni Liberman
    Solutions Architect

    Mobile +972 52-6344414
    Voice +972 3-9281514
    e-mail yvgeni_new@itnavpro.com
    ------------------------------



  • 12.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 09-25-2025 09:38

    Yvgeni, Thank you for sharing your thoughts on this.

    As a trunk has specific categories and requires a specific structure of what prioritizes over what, when it is referencing the "site" is that the site as configured on the phone or does it pull the user's location and use the site associated to the location?



    ------------------------------
    Lisa Schifilliti
    ------------------------------



  • 13.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 09-28-2025 01:12

    Hi,

    On the "phone level" You can define the CallerId (ANI) that will be sent when calling from this specific phone



    ------------------------------
    Yvgeni Liberman
    Solutions Architect

    Mobile +972 52-6344414
    Voice +972 3-9281514
    e-mail yvgeni_new@itnavpro.com
    ------------------------------



  • 14.  RE: Scalable Outbound Caller ID Management for 900+ Genesys Cloud Sites (Hard Phones & Mixed Users)

    Posted 09-25-2025 09:33

    Thank you so much Shahar for taking the time to read my post and respond. Unfortunately, we only have one trunk today and it is configured Site first. 



    ------------------------------
    Lisa Schifilliti
    ------------------------------