Phone Setup · 7 min

Connect your agency phone number

Provision or port a number and enable missed call text back.

1
Decide whether to use a new tracking number or port your existing agency number.
2
Complete number registration — required for reliable SMS delivery in the US.
3
Send a test text and place a test call to confirm both directions work.
4
Enable the missed call text back workflow and test it by calling and hanging up.
5
Set your business hours so after-hours calls get the right auto-response.