- Add a phone number: import one you own, or bring your own SIP trunk.
- Create a routing rule: link the number to your agent.
- Place a call: call the agent, or have it call out.
1. Add a phone number
- Import number
- Bring your own SIP (BYOS)
Import a number you already own from a supported provider (Twilio or Plivo). The video uses Twilio.
1
Open Telephony
In the dashboard, open Telephony and select Add Number → Import Number.
2
Choose a provider
Select Twilio or Plivo.
3
Enter the details
Enter a Name For Phone Number, your provider credentials (Account SID and Auth Token for Twilio, or Auth ID and Auth Token for Plivo), and the phone number.
4
Import
Select Import Number. The number is active and ready to use.
2. Create a routing rule
A routing rule links your phone numbers to an agent:- Inbound: calls to the number are answered by the agent.
- Outbound: the agent places calls from the number, one at a time or through batch calls.
ag_7l0yt8). Copy it from the chip next to Agent on the Agent tab, or with Copy Agent ID in the ⋯ menu.
- Dashboard
- API
1
Create the rule
Open Telephony → Routing Rules and select Create Routing Rule. Choose Inbound or Outbound, enter a Routing Rule Name, and select your phone numbers.
2
Add your agent
Under Agent Configuration, enter your agent’s ID in Agent Name or ID, then select Verify Agent ID.
3
Save
Select Create Rule.
Assigning a routing rule takes effect immediately and applies to the whole agent. It isn’t part of the draft and doesn’t need a commit.
3. Place a call
- Inbound
- Outbound
Call your number from any phone. The agent answers with its welcome message.If the call isn’t answered, check that:
- The agent is deployed.
- The number has an inbound routing rule with your agent’s ID.
- For BYOS, your carrier sends calls to the Inbound Gateway URL.