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The Phone Number Tab lets you connect your agent to a phone number. Once assigned, inbound calls to that number are handled by this agent.

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Location

Left Sidebar → Agent Settings → Phone Number tab

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Assigning a Number

  1. Navigate to Agent Settings → Phone Number tab
  2. Click the phone number dropdown
  3. Select from available numbers
  4. Save changes

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Available Numbers

The dropdown shows phone numbers you’ve acquired through Atoms:
StatusDescription
AvailableNot assigned to any agent
AssignedCurrently used by another agent (shown with agent name)
You can only assign numbers that aren’t already in use.

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Getting Phone Numbers

Before you can assign a number, you need to acquire one. → See: Getting a Number

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One Number Per Agent

Each phone number can only be assigned to one agent at a time.
ScenarioResult
Number is freeCan assign to this agent
Number assigned elsewhereMust unassign first, or choose different number
To reassign a number:
  1. Go to the agent currently using it
  2. Unassign or assign a different number
  3. Return to your agent and assign

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Inbound vs Outbound

Inbound Calls: When someone calls your assigned number, this agent handles the conversation. Outbound Calls: For outbound, you use Campaigns which specify which agent makes calls. The Phone Number Tab is primarily for inbound. → See: Campaigns

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Saving Changes

After selecting a number, save to apply: 
"You have unsaved changes"
[Discard] [Save]

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What’s Next

Webhook Tab

Configure event notifications

Phone Numbers

Get phone numbers