Set Up an Agent Phone Line

Set Up an Agent Phone Line

Phone Numbers shows the lines and seats available for your team. A user needs the appropriate assignment before calling or texting.

Where to find it: Admin → Settings → Phone Numbers

What to do

1. Review available numbers, seats, and current assignments.
2. Add or order a number using the options shown.
3. Assign it to the intended active team member.
4. Complete calling settings and run an inbound and outbound test.

Good to know

• Phone availability, included usage, and pricing are shown for the current plan; rely on the live Billing screen rather than an old quoted amount.
• Removing a seat can affect calling, SMS, and dialer access.