Phone Numbers

This guide explains the Phone Numbers area in simple language, including list actions, filters, per-number actions, purchasing, editing, and bulk operations. The Phone Numbers page is where you see every number tied to your workspace, buy new ones, and control how each number is used for AI calls, dialer workflows, and messaging compliance. You can also:

• import external numbers,
• link 10DLC campaigns,
• configure endpoints for inbound messaging,
• perform bulk updates across rows.

Breadcrumb: Users -> Phone Numbers

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🏁 Actions at the Top

• Purchase: Opens Purchase Number flow to search and buy one or many numbers.
• Import Twilio Numbers: (If enabled) Lets you add your own Twilio numbers.
• Local Preference API: Opens guidance for checking local presence (endpoint details shown).

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🔍 Filters, Search, and Export

Filters can be combined. Editing any filter refreshes the table. Other tools:

• Download: Export current view to spreadsheet.
• Search: Box for searching by title/number.
• Paging & Sort: Set rows per page, change pages, sort by Purchased At (usually newest first).

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📑 Table Columns

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☝️ Single-Number Actions (... menu)

Available actions (some may depend on provider/state):

• Spam Protect: Add number to spam protection.
• Edit: Update title/status/10DLC/use-case.
• Activate for AI: Connects number for AI calling/routing (may disappear after activation).
• Delete: Remove number after confirmation (provider cleanup applied if supported).
• Endpoints: Show inbound endpoint details for integrations.
• 10DLC: Assign a messaging campaign (if not yet assigned).

• Assign Chatbot:
  According to the image, this option lets you pick an AI agent (chatbot) from a list for that number. When you assign an agent, that AI will automatically reply to chat messages sent to this number, and will continue the ongoing conversation with the contact. This is how you link a number to the AI agent who should handle its chats.

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⚡ Quick: Activate for AI

One number:

1. Go to Users -> Phone Numbers.
2. Open ... menu on a row.
3. Click Activate for AI.
4. Confirm and check for messages.

Multiple numbers:

1. Select several rows.
2. Open Bulk Action.
3. Choose Activate For AI.
4. Confirm it.

After activation: Number is enabled for AI calls/logic (system checks for required credentials; error if missing).

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🛒 How to Purchase a Number

Click Purchase to open the buy form. Steps:

1. Provider: Choose first carrier, Twilio, or V2.
2. Countries: Pick USA/Canada.
3. Type: Local, Toll Free, Mobile.
4. Search By: AreaCode, Region, City.
5. Enter value, click Search.

Table results: Options:

• Purchase: Buys that number.
• Buy Multiple: Buys all selected.

(If required fields are missing, the form will prompt you. Billing/provider setup may also be needed.)

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✏️ Edit a Number

Open ... → Edit on a row to update: Click Submit to save.

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📦 Bulk Actions

Select rows with checkboxes to see bulk action bar. Bulk actions:

• Verified / Unverified: Change status.
• Spam Protect: Attempt bulk spam-protection.
• Activate For AI: Activate AI where possible.
• Delete: Remove selected numbers after prompt.

Partial success is possible (system will report failures if some rows can’t be processed).

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📝 10DLC & Routing Notes

• 10DLC mainly affects compliant US texting.
• Voice-only can work without 10DLC.
• SMS flows may route through other numbers if 10DLC isn’t linked.

Assign 10DLC campaigns using the row action in the table.

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