How to Forward RingCentral Calls to Yobi
Complete guide to forwarding your RingCentral phone system to Yobi AI agents
You can set up call forwarding rules on your RingCentral extension to direct incoming calls to Yobi. These settings can be turned on manually, or automatically based on a set schedule. Choose between the RingCentral app or Admin Portal based on your preference.
Managing Call Forwarding in RingCentral Desktop & Web App
- 1Click your profile picture at the top left
- 2Click Call rules
- 3Click Forward all calls
Click Forward all calls in the Call rules menu
- 4In the Incoming calls dropdown, select Forward the call
Select "Forward the call" from the Incoming calls dropdown
- 5
To forward to Yobi:
- • Click Number and enter your Yobi phone number
- • For internal extensions: type the name or extension of the user
Enter your Yobi phone number to forward calls
- 6Select the user or number
- 7Click Add schedule, then use the date and time selectors to set your call forwarding schedule
Note: If you are manually turning forward all calls on and off, you can skip adding a schedule.
- 8Click Save
Managing Call Forwarding in RingCentral Mobile App
The mobile app follows similar steps to the desktop version. Access your profile settings, navigate to Call rules, and configure forwarding to your Yobi number. The interface is optimized for mobile but contains the same forwarding options.
Managing Call Forwarding in Admin Portal
Administrators can set up call forwarding for any user through the Admin Portal:
- 1Log into the RingCentral Admin Portal
- 2Navigate to Users and select the user to configure
- 3Access their Call Handling & Forwarding settings
- 4Configure forwarding rules to your Yobi number
- 5Save the changes
Common Forwarding Scenarios
Scheduled After-Hours
Set automatic forwarding to Yobi outside business hours.
- • Use schedule feature
- • Automatic activation
- • No manual intervention
Manual Lunch Coverage
Quick toggle for temporary forwarding.
- • Skip schedule setup
- • Turn on/off as needed
- • Perfect for breaks
Holiday Coverage
Schedule forwarding for holidays and closures.
- • Set specific dates
- • Automatic handling
- • Plan in advance
Emergency Backup
Quick activation for unexpected situations.
- • Manual activation
- • Immediate coverage
- • Business continuity
Important Tips
Test Your Setup
Always test your forwarding configuration by calling your RingCentral number from an external line. Verify that calls properly route to Yobi before relying on the forwarding for important calls.
Schedule Flexibility
RingCentral's scheduling feature allows you to set different forwarding rules for different times. You can have calls forward to Yobi after hours while keeping them on your RingCentral line during business hours.
Caller ID Preservation
When forwarding to Yobi, the original caller's phone number is preserved, allowing Yobi to properly identify and log customer interactions.
How to Disable Call Forwarding
To return to normal call routing:
- 1Access Call rules from your profile menu
- 2Click Forward all calls
- 3Change the Incoming calls dropdown back to its default setting
- 4Remove any schedules if applicable
- 5Click Save