The Phone Numbers page offers a centralized hub for managing your phone number connections and mapping agents to numbers. It’s organized into two key sections, each designed to offer flexibility and control.

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Manage Connections

View Connection Cards

Each card displays essential connection information such as current status, channel provider, number of contacts connected, and last update details.

Edit Connections

Easily update or modify connection settings using an intuitive edit option (via the Connection Sheet).

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Map Agents to Numbers

The Map Agents to Numbers tab provides powerful tools for managing agent-number relationships:

Search and Filter

Locate specific agents or phone numbers using the built-in search functionality and active connections filter.

Data Table View

View a comprehensive data table that lists agents and their associated phone numbers, enabling quick identification of relationships.

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Connection Types

Your agent supports multiple communication channels:

Voice calls

Traditional telephony connections for voice interactions

Features:

  • Inbound and outbound calls
  • Call recording capabilities
  • Real-time transcription

WhatsApp

WhatsApp Business API integration

Features:

  • Text messaging
  • Voice messages
  • Rich media support

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Setting up numbers

1

Add connection

Click the ”+ Add Connection” button to start setting up a new phone number.

2

Choose provider

Select your communication channel provider (e.g., Exotel, WhatsApp).

3

Configure

Enter the required credentials and settings for your chosen provider.

4

Test connection

Verify the connection by making a test call or sending a test message.

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Benefits

Comprehensive Overview: Get real-time insights into both connection statuses and agent mappings

Ease of Management: The user-friendly interface ensures that even complex telephony setups can be managed effortlessly

Seamless Updates: Real-time data fetching keeps your information current

Ensure you have the necessary regulatory compliance and permissions in place before starting production campaigns.

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Best practices

Start small: Begin with a small cohort to validate your campaign settings

Monitor progress: Regularly check campaign metrics to optimize performance

Test numbers: Always test your agent with test numbers before production deployment

Time windows: Set appropriate calling hours to respect user preferences and local regulations

Retry strategy: Configure retry attempts based on your use case and user availability patterns