Extensions Management Overview
Extensions are the foundation of your OPBX phone system. This document explains what extensions are, the different types available, and how they work within your organization.
What Are Extensions?
In OPBX, an extension is a phone endpoint that can receive calls. Extensions can represent:
- User phones - Individual employee extensions
- Conference rooms - Multi-party conference bridges
- Ring groups - Groups of extensions that ring together
- IVR menus - Automated call routing systems
- AI assistants - Virtual assistants that handle calls
- External forwards - Forwarding to outside numbers
Each extension has a unique extension number (e.g., 101, 102, 200) that callers can dial to reach it.
Extension Numbering
Number Format
Extension numbers in OPBX:
- Are typically 3-4 digits long
- Must be unique within your organization
- Can start with any digit (though 0 is often reserved for operators)
Numbering Best Practices
Consider organizing extensions by department:
| Range | Department | Examples |
|---|---|---|
| 100-199 | Management | 101 (CEO), 102 (CTO) |
| 200-299 | Sales | 201 (Sales Manager), 210-220 (Sales Team) |
| 300-399 | Support | 301 (Support Manager), 310-330 (Support Agents) |
| 400-499 | Conference Rooms | 400 (Main Conference), 401 (Meeting Room A) |
| 500-599 | Ring Groups | 500 (Sales Ring Group), 501 (Support Ring Group) |
| 600-699 | IVR/AI | 600 (Main IVR), 601 (AI Assistant) |
Choose a numbering scheme that works for your organization and document it for future reference.
Extension Types
OPBX supports multiple extension types, each designed for different use cases:
User Extension
Direct extension assigned to a specific user for making and receiving calls.
Features:
- SIP credentials for phone registration
- Voicemail support
- Outbound calling capability
- Requires user assignment
Conference Room
Multi-party conference bridge allowing multiple callers to join a single call.
Features:
- PIN protection (optional)
- Multiple participants
- No user assignment required
Ring Group
Routes incoming calls to multiple extensions simultaneously or sequentially.
Features:
- Multiple members
- Ring strategies (simultaneous, round-robin)
- Fallback destination
- No user assignment required
IVR Menu
Interactive Voice Response system that routes calls based on caller input.
Features:
- Key press routing ("Press 1 for Sales")
- Multi-level menus
- Custom greetings
- No user assignment required
AI Assistant
AI-powered virtual assistant that can answer and handle calls.
Features:
- Natural language processing
- Call handling automation
- Integration with AI providers
- No user assignment required
Call Forwarding
Forwards incoming calls to an external phone number.
Features:
- External number forwarding
- No user assignment required
- Simple configuration
AI Load Balancer
Routes calls to AI Assistant Load Balancers with distribution algorithms.
Features:
- Distributes calls across AI assistants
- Load balancing algorithms
- No user assignment required
Extension Status
Extensions have a status that controls their availability:
Active
- Extension can receive calls
- Shows as available in the system
- Counts toward license usage
Inactive
- Extension cannot receive calls
- Preserved for future use
- Does not count toward license usage
- Configuration is retained
Extensions and Users
The relationship between extensions and users varies by extension type:
User Extensions (One-to-One)
User extensions are special because they:
- Require a user assignment
- Can make outbound calls
- Have voicemail boxes
- Have SIP credentials for phone registration
User (John Smith) ←→ Extension 101 (Assigned)
Other Extension Types (Standalone)
All other extension types:
- Do not require user assignment
- Cannot make outbound calls
- Are configured independently
Extension 500 (Ring Group) → Routes to multiple users
Extension 400 (Conference) → Anyone can join
Extension 600 (IVR) → Routes based on caller input
Extension Features
Voicemail
Available for User Extensions only. Voicemail allows callers to leave messages when the user is unavailable.
SIP Credentials
Available for User Extensions only. SIP credentials enable phones to register and make/receive calls.
Call Forwarding
Available for User Extensions only. Forward calls to another number when the user is unavailable.
Caller ID
All extensions can have a caller ID name associated with them.
Extension Management
Creating Extensions
Extensions can be created through the OPBX web interface or API. When creating an extension, you specify:
- Extension number
- Extension type
- Configuration (type-specific)
- Status (active/inactive)
Editing Extensions
Extension settings can be modified after creation:
- Extension number (with restrictions)
- Type (some conversions allowed)
- Configuration
- Status
Deleting Extensions
Extensions can be permanently deleted when no longer needed. Note:
- User extensions should be unassigned from users first
- Check routing rules before deleting
- Historical call data is preserved
Extension Limits
Extension limits depend on your OPBX plan:
| Plan | Extension Limit | Notes |
|---|---|---|
| Starter | Up to 10 | Good for small teams |
| Business | Up to 50 | Suitable for growing businesses |
| Enterprise | Unlimited | For large organizations |
Contact your administrator or check your subscription details to see your current limit.
Next Steps
Learn more about working with extensions:
- Creating Extensions - Step-by-step guide to adding extensions
- Extension Types - Detailed information on each extension type
- SIP Configuration - Setting up phones with SIP credentials
- Managing Extensions - Editing and maintaining extensions
Related Documentation:
- Extension Assignment - Linking users to extensions
- User Management - Managing users and their extensions
- Cloudonix Integration - Understanding the phone system backend