Call Insight: 8x8 Phone Set Up

This article will discuss setting up Call Insight for 8x8 and setting one number access in the Virtual Office Configuration Manager

Sam Miller avatar
Written by Sam Miller
Updated over a week ago

Follow the instructions outlined below to set up Call Insight with 8x8:

  1. Click Users

  2. Click the Pencil Icon next to the user

  3. Scroll down to Call Forwarding Rules and click Add new rule (+) to set up the call forwarding rule for Call Insight

  4. Create a new forwarding rule

  5. Set the rule name to Call Insight or anything you want to use to describe the purpose of the rule (e.g., DI Call Integration, Front Office Magic)

  6. Under When to Apply this Rule, select: 


  7. Set the time you would like to apply this rule to: 


  8. Under Forward Calls to, choose:

    Selected Users or External Numbers 

  9. Enter the names or numbers of the users who will receive calls when a call comes into the practice

  10. Then add the Call Insight number to this forwarding rule.

  11. Click Add to the List

  12. Enter the number of seconds that the call should ring for before going to another forwarding option

  13. Select to ring these numbers Simultaneously

  14. Select one of the following forwarding options to take place after trying all the above numbers

    1. Forward to Voicemail

    2. Don't Forward and Play Busy

    3. Forward to a User or Service

  15. Click Save

  16. Save the user profile

Congratulations! Your 8x8 system is now configured to work with Call Insight! Now just make sure you have the Call Insight Application downloaded on the workstations you would like this feature on. You can do so here.

Keywords: setup, setting up, set-up, getting set up, getting started


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