Phone Number Management

Overview

The Phone Number Management system allows you to purchase, configure, and manage phone numbers for your business communication needs. Whether you need local numbers for specific markets or toll-free numbers for broader reach, the system provides comprehensive tools for effective phone number management.

Phone Number Benefits

Professional phone numbers enhance your business credibility and enable sophisticated communication workflows with SMS messaging and voice capabilities.

Instant activation upon purchase
Local and toll-free number options
SMS and voice messaging capabilities
AI-powered voice assistance integration
Geographic flexibility for market targeting

Getting Started with Phone Numbers

When you first access the Phone Numbers dashboard, you'll see an empty state prompting you to purchase your first phone number to enable SMS messaging capabilities.

Initial Phone Number Purchase

Access Phone Numbers Dashboard

Navigate to the Phone section in the main menu and select "Phones" to access the Phone Numbers dashboard.

Start Purchase Process

From the empty dashboard, you'll see the message "No Phone Numbers Yet" with these key features highlighted:

Send & receive SMS messages: Full bidirectional messaging capabilities
Local & toll-free numbers: Choose from various number types
Instant activation: Numbers are ready for immediate use

Click Buy Your First Phone Number to begin the purchase process.

Phone Numbers dashboard showing empty state with purchase prompts and feature highlights

First Purchase Tips

Choose Local Numbers: Select numbers from areas where you do business
Consider Multiple Markets: Purchase numbers for different geographic markets
Plan for Growth: Consider your future communication needs
Test Immediately: Send a test SMS to verify functionality

Searching and Purchasing Phone Numbers

The phone number search interface provides powerful filtering options to find the perfect numbers for your business needs.

Search Criteria and Filters

Country Selection

Choose your country from the dropdown menu. The system supports multiple countries with specific formatting:

Canada (+1): Canadian phone numbers with proper formatting
Additional Countries: Other supported regions as available

Geographic Filtering

Narrow down your search using multiple geographic criteria:

Area Code: Specify desired area code for local presence
Region/State: Choose specific regions or states
City: Target specific cities or localities
Postal Code: Use postal codes for precise geographic targeting

Number Pattern Matching

Use the "Contains" field to search for numbers with specific digit patterns:

Memorable Patterns: Search for repeating digits or sequences
Business Relevance: Find numbers that match your business theme
Easy to Remember: Choose patterns that customers can easily recall

Execute Search

Click Search Numbers to display available phone numbers matching your criteria.

Phone number search form with country, area code, region, city, and postal code filtering options

Available Numbers and Selection

Once you perform a search, the system displays available phone numbers with detailed information to help you make informed decisions.

Number Information Display

Number Details

Each available number shows comprehensive information:

Phone Number: The complete number in formatted display
City: The city associated with the number
Region: State or province information
Postal Code: Specific postal code area
LATA: Local Access and Transport Area code
Rate Center: Telecommunications rate center designation
Address Required: Whether an address is needed for purchase

Capability Indicators

Each number displays capability badges showing supported features:

Voice - Voice calling capabilities
SMS - SMS messaging support
MMS - Multimedia messaging capabilities

Purchase Decision

Review all number options and click Buy Number for your preferred selection.

Available phone numbers display with detailed location information, capabilities, and purchase options

Number Selection Best Practices

Consideration	Recommendation	Business Benefit
Local Presence	Choose numbers from your service areas	Builds trust with local customers
Memorable Patterns	Select numbers with easy-to-remember sequences	Increases customer recall and callback rates
Capability Requirements	Ensure SMS/MMS support for messaging needs	Enables full communication feature set
Rate Centers	Understand local calling implications	Optimizes call routing and costs

Managing Active Phone Numbers

Once purchased, phone numbers appear in your active dashboard with full management capabilities and AI-powered features.

Active Number Interface

Number Status Display

Active phone numbers show comprehensive status information:

Number Display: Full phone number in formatted view
Status Indicator: "Active phone number • Ready for messaging"
Service Badges: Available features like Voice AI and SMS AI
Activity Status: Current operational state

AI Integration Features

Active numbers include powerful AI capabilities:

Voice AI - AI-powered voice assistance and call handling
SMS AI - Intelligent SMS response and management
Activity Monitoring: Real-time status tracking
Integration Ready: Connected to your communication workflow

Number Management Actions

Use the management controls to configure number settings:

Voice Settings: Configure calling preferences and AI behavior
SMS Configuration: Set up messaging workflows and automation
Integration Setup: Connect with CRM and other systems
Usage Monitoring: Track communication volume and patterns

Active phone number dashboard showing number status, AI capabilities, and management controls

AI-Powered Communication

Your active phone numbers come equipped with advanced AI capabilities to enhance customer interactions and streamline communication workflows.

Voice AI: Automated call handling, routing, and response
SMS AI: Intelligent message processing and automated responses
Learning Capability: AI improves over time based on your communication patterns
Integration: Seamlessly works with your CRM and customer data

Billing and Cost Management

Understanding the costs associated with phone numbers helps you manage your communication budget effectively.

Cost Structure

Service	Billing Model	Considerations
Number Purchase	One-time setup fee	Varies by number type and location
Monthly Maintenance	Recurring monthly charge	Per number maintenance and features
SMS Messaging	Per message sent/received	Volume discounts may apply
Voice Calls	Per minute usage	Rates vary by destination
AI Features	Usage-based or included	Depends on plan and usage volume

Cost Management Tips

Monitor Usage: Regular review of messaging and call volumes
Optimize Numbers: Release unused numbers to reduce monthly costs
Plan Selection: Choose plans that match your communication patterns
Budget Alerts: Set up notifications for usage thresholds

Security and Compliance

Phone number management includes important security and compliance considerations for business communications.

Security Features

Communication Security

Encrypted Messaging: All SMS and voice communications are encrypted
Access Controls: Manage who can use specific phone numbers
Audit Logging: Complete record of all communication activities
Fraud Protection: Monitoring for unusual usage patterns
Compliance Support: Tools for regulatory compliance requirements

Compliance Considerations

Requirement	Application	Best Practice
SMS Opt-in	Marketing messages	Maintain clear consent records
Call Recording	Voice communications	Follow local consent laws
Data Retention	Message and call logs	Comply with industry requirements

AI Assistant Configuration

After purchasing a phone number, you can configure AI assistants to handle SMS and voice communications automatically. Agent Teammate provides separate AI assistants for SMS messaging and voice interactions, each with customizable settings.

SMS AI Assistant Setup

AI Assistant for SMS - General Settings

General Configuration Options

Assistant Name: Set a custom name for your AI assistant
Logo Upload: Add a custom logo (200px x 200px recommended) for branding
Assistant ID: Unique identifier for the assistant configuration
Navigation Tabs: Access General, Model, and SMS Instructions settings
Action Buttons: Delete, Close, Update & Close, or Update settings

AI Model Configuration

AI Model Parameters and Advanced Settings

Model Parameters

Model Selection: Choose from available models (e.g., "Gpt-4o-Mini-2024-07-18")
Advanced Options: Hide/show advanced configuration settings
Chunks to Consider: Set context window size (default: 3)
Min Score to Consider: Relevance threshold (default: 0.75)
Temperature: Control response randomness (0-2, default: 1)
Top P: Nucleus sampling parameter (default: 1)
Max Completion Tokens: Maximum response length
Frequency Penalty: Reduce repetition (default: 0)
Presence Penalty: Encourage topic diversity (default: 0)

SMS Instructions Configuration

SMS Assistant Instructions and System Prompts

SMS-Specific Settings

First Message: Set the initial message when AI starts an SMS conversation
First Response: Configure how AI responds to incoming SMS messages
System Instructions: Define AI behavior, personality, and response guidelines
Help Button: Access contextual help for configuration options

Voice Assistant Configuration

Voice Assistant provides AI-powered phone call handling with advanced speech recognition, natural language processing, and customizable voice settings.

Voice Assistant Basic Information

Voice Assistant - Basic Information Setup

Basic Voice Settings

Voice Assistant Name: Custom name for your voice assistant
First Message: Initial greeting (e.g., "Hello! How can I help you today?")
System Prompt: Define AI behavior and instructions for voice interactions
Language Model: Select AI model (e.g., "GPT-4o Mini (Default)")
Temperature Control: Adjust response creativity (0 = focused, 2 = creative)
Navigation Tabs: General, Voice & Speech, Conversation, Widget, Security, Advanced

Voice & Speech Configuration

Voice & Speech Quality Settings

Voice Quality Settings

Voice Selection: Choose voice type (e.g., "Aria")
Stability: Voice consistency control (0-1 scale)
Similarity Boost: Voice similarity to original (0-1 scale)
Style: Voice expressiveness control (0-1 scale)
Speed: Speech speed adjustment (0-2 scale)
Use Speaker Boost: Enable enhanced voice clarity
TTS Model: Text-to-speech engine (e.g., "Eleven Turbo V2 (Recommended)")
ASR Quality: Automatic speech recognition quality (e.g., "High Quality")
Streaming Latency Optimization: Balance quality vs. speed

Conversation Behavior

Turn-Taking and Conversation Management

Conversation Controls

Turn Mode: Conversation flow control (e.g., "Turn-based")
Turn Timeout: Wait time for user input (1-20 seconds, default: 7)
Max Conversation Duration: Call length limit (60-3600 seconds, default: 1800)
Client Events: Enable Audio, Interruption, User Transcript, Agent Response tracking

Widget Appearance & Integration

Voice Assistant Widget Customization

Widget Customization

Widget Variant: Choose display style (e.g., "Compact")
Widget Placement: Position on page (e.g., "Bottom Right")
Expandable: Set responsive behavior (e.g., "Mobile Only")
Feedback Mode: User feedback options (e.g., "None")
Primary Color: Customize widget color scheme
Secondary Color: Accent color customization
Avatar Type: Choose avatar style (e.g., "Orb")

Security & Advanced Features

Authentication & Security Options

Embed Code & Advanced Integration

Security & Integration Notes

Authentication: Enable authentication for secure access control
Embed Code: HTML code for website integration
Assistant ID: Unique identifier for API integration
Workspace ID: Organization-level configuration identifier
Debug Information: Technical details for troubleshooting

AI Assistant Best Practices

Configuration Guidelines

Test Thoroughly: Test both SMS and voice assistants with different scenarios
Monitor Performance: Regular review of AI response quality and accuracy
Update Instructions: Refine system prompts based on user interactions
Security First: Enable authentication for sensitive business applications
Brand Consistency: Maintain consistent voice and messaging across all channels
User Experience: Optimize conversation flow for natural interactions

Advanced Tips

Temperature Settings: Lower values (0.3-0.7) for consistent responses, higher (1.0-1.5) for creative interactions
Context Management: Adjust "Chunks to Consider" based on conversation complexity needs
Voice Quality: Balance latency optimization with audio quality for your use case
Widget Placement: Consider user behavior when choosing widget position and style
Integration Planning: Use embed codes for seamless website integration