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Phone Numbers and Dialpad

Overview

Phone numbers are how your AI agents connect to the real world. Provision local or toll-free numbers and assign them to agents to handle calls and SMS.

Getting a Number

1

Navigate to Numbers

Go to Numbers from the main navigation.
2

Search for Numbers

Click Add Number and search by:
  • Area code (e.g., 604, 415)
  • City name (e.g., Vancouver, San Francisco)
3

Select a Number

Browse available numbers and click Get This Number.
4

Assign an Agent

Choose which agent should handle calls to this number.

Number Types

Local Numbers

  • Standard geographic phone numbers
  • Familiar area codes for your region
  • Best for local business presence

Toll-Free Numbers

  • 800, 888, 877, 866, 855, 844 prefixes
  • Free for callers to dial
  • Professional nationwide presence

Number Settings

SettingDescription
Friendly NameA label for the number (e.g., “Main Line”)
Assigned AgentThe AI agent that handles calls
Call RecordingEnable/disable call recording
VoicemailConfigure voicemail when agent is unavailable

Call Handling

When someone calls your number:
  1. Agent Answers - Your AI agent picks up and delivers the greeting
  2. Conversation - Agent responds naturally based on its system prompt
  3. Actions - Agent can transfer calls, book appointments, or take messages
  4. Recording - Call is recorded and transcribed (if enabled)
  5. Inbox - Call appears in your inbox with transcript

SMS Handling

Numbers can also receive and send SMS:
  • Inbound texts are handled by the assigned agent
  • Agent responds based on conversation context
  • View all message threads in the Inbox

External SIP Trunks

For advanced users, you can connect your own SIP trunk:
  1. Go to NumbersExternal Trunk
  2. Enter your SIP server details
  3. Configure authentication
  4. Route calls through your existing telephony
External SIP trunks require technical knowledge of SIP/VoIP configuration.