Quick Start

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Overview

Get up and running with Phone Numbers quickly. Follow these steps to add a phone number, assign it to a Voice Agent, and start making calls.

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Prerequisites

Before getting started, ensure you have:

• An active project selected
• Appropriate permissions to manage phone numbers
• Provider credentials (Twilio Account SID and Auth Token, or SIP trunk details)
• A phone number from your provider (Twilio) or SIP trunk configured

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Quick Start Steps

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1. Navigate to Phone Numbers

• Go to the Phone Numbers section in your dashboard
• Or navigate via Dashboard → Bring Your Own Phone Number

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2. Add a Phone Number

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For Twilio:

• Click the “Add Number” button
• Select “Twilio” from the dropdown

• Fill in the required information:
  • Phone Number: Enter your Twilio phone number in E.164 format (e.g., +12025551234)
  • Label: Provide a descriptive name (e.g., ‘Support Line’, ‘Sales Hotline’)
  • Twilio Account SID: Enter your Twilio Account SID
  • Twilio Auth Token: Enter your Twilio Auth Token
• Click “Save” to add the phone number

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For SIP Trunk:

• Click the “Add Number” button
• Select “SIP Trunk” from the dropdown

• Fill in the required information:
  • Label: Provide a descriptive name
  • Phone Number: Choose one of two options:
    • Phone Number (radio button): Select country code from dropdown and enter phone number in standard format
    • Other (radio button): Enter phone number or identifier in custom format (text input field)

• Configure Inbound Settings:
  • Select Origination URI type (SIP-TCP or SIP-UDP)
  • Copy the provided webhook URL to configure in your SIP trunk
• Configure Outbound Settings:
  • Address: Enter SIP destination (IP or domain)
  • Transport Type: Select TCP or UDP
  • Authentication (optional):
    • SIP Trunk Username
    • SIP Trunk Password
  • Custom Headers (optional):
    • Click the ”+ Add Header” button to add a new header
    • Enter a key (e.g., ‘X-Carrier-ID’, ‘X-Trunk-Group’)
    • Enter a value (e.g., ‘CARRIER123’, ‘PRIMARY’)
    • Add multiple headers as needed for routing, metadata, or carrier integration
    • Remove headers by clicking the trash icon
    • Custom headers are used for call routing and carrier-specific requirements

• Click “Test Connection” to verify your SIP configuration

• Click “Save” when the connection test passes

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3. Assign to Voice Agent

• After saving, your phone number appears in the list
• Click the phone number to view details
• In the “Voice Agent Assignment” section:
  • Click the dropdown showing “None”
  • Select a Voice Agent from the list
  • Confirm the assignment

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4. Test Your Setup

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For Inbound Calls:

• Call your phone number from any phone
• Your assigned Voice Agent should answer
• Have a conversation to test the agent’s responses
• Check Call History to review the call details

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For Outbound Calls:

• Click “Make Outbound Call” in the phone number details
• Enter the destination phone number
• Add any custom parameters (optional)
• Configure webhook URL and authentication (optional)
• Click “Make Call”
• Answer the call on the destination phone
• Check Call History for call details

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Next Steps

Now that you’ve added and configured your first phone number:

• Managing Phone Numbers - Learn detailed steps for managing your phone numbers
• Making Outbound Calls - Understand all outbound calling options
• Batch Calls - Use your phone number for batch calls
• Best Practices - Optimize your phone number usage

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Common Issues

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Phone Number Not Receiving Calls

Twilio:

• Verify your Twilio credentials are correct
• Check that the phone number is active in Twilio
• Ensure Twilio webhook is properly configured
• Verify your Twilio account has sufficient balance

SIP Trunk:

• Verify SIP destination address is reachable
• Check firewall rules allow SIP traffic
• Ensure custom headers are correct for your carrier
• Test SIP connection during initial setup (before saving)
• Verify authentication credentials if used

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Cannot Make Outbound Calls

Troubleshooting:

• Ensure phone number is assigned to a Voice Agent
• Verify the assigned agent exists and is configured
• Check that your API key is configured in project settings
• Verify you have available concurrency in your plan
• For SIP: ensure outbound configuration is correct

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Assignment Fails

Possible causes:

• Voice Agent may have been deleted
• Insufficient permissions to assign numbers
• Network connectivity issues

Solutions:

• Refresh the page and try again
• Verify the agent exists in the Voice Agents section
• Check your permissions with your administrator
• Contact support if issue persists

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Related Documentation