Buying and configuring a phone number
Buy a number
Settings → Phone Numbers → "+ Add Number"
Choose number type: Local, Toll-Free, or Mobile (where available)
Search by area code, prefix, or pattern (vanity numbers like 1-800-FLOWERS
Click Buy on your chosen number
Number is provisioned within seconds and ready to use
Configure inbound call handling
Click on your number in Settings → Phone Numbers
Set call destination: Forward to a number (your cell), Ring a calendar, Trigger a workflow, or Send to AI voice agent
Set ring duration before voicemail
Upload a voicemail greeting OR record one directly in the browser
Configure call recording settings
Recommended initial configuration for solo operators
Inbound calls forward to your personal cell phone
After 4 rings, route to voicemail with greeting
Voicemail transcription enabled (you receive an SMS or email of what was said)
Missed Call Text-Back workflow enabled (auto-SMS within 30 seconds of missed call)
Call recording enabled (training, dispute resolution — disclose in greeting where required by law)
WARNING — Two-party consent states
Some US states require ALL parties to consent to call recording — California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, Pennsylvania, Washington. If you record in or call into one of these states, your greeting must explicitly notify callers ("This call may be recorded for quality and training").
Set up Missed Call Text-Back
Automation → Workflows → "+ New Workflow"
Trigger: Missed Call (filter by your phone number)
Wait: 30 seconds
Action: Send SMS "Hi! Just missed your call. How can I help?"
Test by calling your number from another phone, hanging up before answering
Publish
