Geo-Routing
Routing rules that direct calls based on the caller's geographic location (state, region, DMA). Geo-routing ensures calls route only to buyers licensed or available in the relevant area.
What is Geo-Routing?
Geo-routing is a conditional rule that filters calls by geography before routing. It's critical for verticals with geographic licensing requirements: insurance (state licenses), legal (bar admission), home services (local coverage).
A typical geo-routing scenario: A home services company operates across the US but has contractors only in California, Texas, and Florida. They run nationwide Google Ads but geo-route calls: California calls to CA contractors, Texas calls to TX contractors, Florida calls to FL contractors. Out-of-state callers fall through to a fallback.
CallMatrix determines caller geography using multiple signals:
**ANI-based**: Looks up the caller's area code via Telecom database. A call from +1-415 (San Francisco) routes to CA buyers.
**IP-based** (if available): Reverse IP geolocation (less reliable but works for VoIP).
**Caller zip code** (if captured via IVR Collect nodes): Most accurate for local routing.
Geo-routing can be combined with IVR data: 'If IVR zip code is 90210 (Los Angeles), route to CA buyer A. If IVR zip code is 77001 (Houston), route to TX buyer B. Otherwise fallback.'
Geo-routing is also used for compliance: a buyer might only be licensed to sell in certain states. Routing calls to unlicensed states violates regulations. Geo-routing enforces compliance automatically.
Geo-routing is essential for compliance and buyer satisfaction in regulated verticals.
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