Manage all of your phone numbers and purchase new phone numbers here.
Any phone number that you associate to an Agent will appear under “Your Numbers”. Before a phone number can be used as a caller id, it must be verified.
Adding and Verifying Numbers #
- From Settings -> Phone Numbers, click Add Phone.
Phone numbers will also be added here when you add new agents. - Provide a Name and enter a phone number.
- Click Add Phone. A phone number will be added.
- Beside the newly added phone number click Verify.
- When ready, click Call Me Now.
- Answer your Phone.
- When prompted, enter the number displayed on screen into the phone.
- Your phone number will be verified and is ready to use as a caller id.
Purchasing Numbers #
Purchasing a phone numbers provide a way to route callers to your sales team. You can place this number on your website or other places and when leads call they will be directed to a Team or Agent(s). A purchased phone number can be configured in much the same way as a Team.
When someone calls the phone number your Team will be targeted according to the purchased phone numbers settings.
You must have a paid Call Assist account before you can purchase a phone number. Purchasing a number has a monthly cost of $3.
- Click Purchase Phone.
- Search for a phone number. A list of available phone numbers will be displayed.
- Click Buy beside the number you wish to purchase.
- Give the phone number a Name.
- Click Purchase Phone. A new phone number will be added to Call Assist.
Configuring Purchased Numbers #
- Click the Edit (pencil) button for the phone number you want to edit..
- Edit phone number settings as desired
- Read Whisper: Chose if whisper text should be read to the Agent before connecting them to the incoming call.
- Whisper Text: Whisper text to read before connecting an agent with a lead. May include references to lead records. {first} {last} {company} {category} {comments}
- Whisper Text Language: Language of whisper text
- Call Routing:
- Round Robin: Agents will be called one after another.
- Simultaneous: All Agents will be called at the same time.
The first agent to answer and provide an appropriate response will take control of the call.
- Routing Type: Should the call be directed to a Team or to specific Agents.
- Agents / Teams: The Agent(s) or Team the call should be directed.
- Lead Owner: Assigns an Agent as the Lead owner to the new lead record created with the call.
- Lead Owner Routing: Whether the call should be routed to the lead owner before other Agents.
- Tags: Assign tags to the lead record when new calls come in.
