Set up phone and the Trust Center

Get a number

Settings, then Telephony, is the phone hub. It has tabs for phone numbers, messaging, voice, power dialer, and the Trust Center. Open the phone numbers tab and use the buy-number dialog to purchase a number without leaving the app. Then set a default number for calls and a default number for SMS. Numbers, calls, and messaging draw usage charges from the wallet, so keep it funded.

Routing and greetings

Call routing profiles control what happens on an incoming call. A profile sets forwarding, the voicemail greeting, and a missed-call textback. A missed-call textback sends a text when no one answers, so the lead hears from you right away. Give each number the routing profile that matches how your team works.

The phone workspace

A dedicated phone workspace screen sits outside settings. It shows calls, analytics, voicemail, and live status in one place. Use it to:

• Review call history and notification counts.
• Watch live call status while the team is on the phone.
• Open call recording details and metadata.
• Read voicemails and mark them read.

You can block spam callers, manage the blocked list, and dismiss missed-call alerts. You manage every blocked contact in the DNC Center. Voice settings cover recording behavior, call scripts, quick replies, and dispositions, so agents say the same things and log outcomes the same way.

Power dialer

The power dialer tab runs outbound calling sessions. Start a session, then pause, resume, stop, or skip entries as you work through your list. Log an outcome, called a disposition, for each call. Dialer status, sessions, and callbacks stay visible so nothing is lost between sessions.

Your do-not-call list is managed here. Add or remove entries as needed, and check numbers before you dial. Lookups include the national do-not-call registry check.

Trust Center and A2P

Business verification and SMS campaign approval happen in the app. Together these are called A2P: brand registration plus campaign registration. A guided wizard walks you through submission, with a consent step and a review step, and a guide page explains the details.

The review checks your public opt-in page, your message flow, and your legal links. Have those ready before you submit. After submission, approval status is visible in the product, per phone number. Look for the compliance status on your numbers and in the A2P area.

Caller ID trust registrations

Separate settings screens handle caller-ID trust registrations for voice integrity, branded calling, CNAM, and SHAKEN-STIR. Each one tells carriers that your calls come from a verified business. Registrations like these improve answer rates on outbound calls.