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Phone Number Purchasing and Configuration Guide

Follow the steps below to purchase and configure phone numbers for your workspace.

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Step 1: Access the Phone Numbers Section

  1. Log in to your dashboard.
  2. Navigate to the phone call section from the left sidebar.
  3. Click on the Buy Number button to start the purchasing process.

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Step 2: Purchase a Phone Number

  1. After clicking Buy Number, a pop-up modal will appear with the following fields:
    • Country: Select the desired country for the phone number.
    • Provider: Choose between Twilio or Vonage.
    • Area Code: (Optional) Enter a specific area code for the phone number.
  2. Click Search to list the available phone numbers based on your criteria.
  3. Browse the list of numbers and select a suitable option.
  1. A confirmation modal will appear. Review the details and confirm your selection.
  2. Once purchased, the phone number will appear in the Phone Numbers table.

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Step 3: Phone Numbers Table

  1. On the phone number table list, you will see all purchased phone numbers.
  2. The table includes the following columns:
  • Number: Displays the purchased phone numbers.
  • Assigned To: Indicates whether the number is assigned to an agent. If unassigned, it will show Unassigned.
  • Active Channels: You can assign a phone number to an agent on a specific channel, either phone call or SMS.
  • Configure Button: On click on the plus button in the Assigned To section, a modal with all agents will pop up to assign a number to.

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Buy and Assign Number on Agent Settings

  • On agent settings, click on the Phone Numbers tab.
  • There are two buttons: Available Numbers and Buy Number.
  • Available Numbers shows the numbers already purchased in the system.
  • If no numbers are available in the system, you can buy a new number.