Assigning Numbers

A newly purchased phone number is just a "pipe"—it doesn't do anything until you connect it to a "brain" (an AI Assistant). Assigning a number tells the system which assistant should answer when that number receives a call.

How Assignment Works

There is a flexible relationship between numbers and assistants:

• One-to-One: One number is assigned to one specific assistant (e.g., +15550001 -> Support Bot).
• Many-to-One: Multiple numbers can point to the same assistant. This is useful if you want to run different ads with different phone numbers to track attribution, but have them all answered by the same "Sales Agent" logic.

Step-by-Step Assignment

1. Go to the Phone Numbers tab in your dashboard.
2. Locate the number you want to configure.
3. Click the Edit/Pencil icon or the "Assign" button next to the number.
4. In the "Inbound Agent" dropdown menu, select the Assistant you created.
5. Click Save.

Assigning for Outbound Campaigns

The instructions above primarily control Inbound calls. For Outbound calls, the assignment happens inside the Campaign settings.

• When creating a Campaign, you select which number (or number pool) to use as your Caller ID.
• You typically want to ensure that the number you use for outbound calls is also assigned to an Inbound Assistant. This ensures that if a lead misses your call and dials you back, the AI answers instead of a dead line.

Testing Your Setup

After assigning a number:

1. Call the number from your personal cell phone.
2. Wait for the AI to pick up (usually 1-2 seconds).
3. Speak a test phrase (e.g., "Hello, who is this?") to verify the latency and voice quality.
4. Check the Conversations tab in the dashboard to ensure the call log appeared correctly.