How State Rules Work
State rules evaluate the geographic location of the caller and/or buyer before a call is routed. If a call violates a configured rule, the routing engine skips that buyer and continues to the next eligible destination.
- Block by caller state — prevent calls from specific states from reaching certain buyers
- Block by buyer state — restrict which states a buyer is allowed to receive calls from
- Allow-list mode — only permit calls that match an approved list of states
Configuration
State rules are managed under Setup System > State Rules. You can create state rule groups and assign them to offers or buyers. Each group defines which state combinations are allowed or blocked.
Use Cases
Insurance
Ensure agents are only connected with callers from states where they hold active licenses. Prevent routing to unlicensed agents automatically.
Legal Services
Route legal intake calls only to attorneys licensed in the caller's jurisdiction, ensuring bar compliance.
Healthcare
Comply with state-specific telehealth regulations by restricting calls to providers authorized in the patient's state.
Integration with Routing
State rules work alongside the rest of the routing engine. After token-based filters, business hours checks, and capacity cap validation, state rules provide an additional layer of geographic compliance. Calls that fail state rule checks are silently routed to the next eligible buyer without interrupting the caller experience.