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Step-by-Step Guide to Importing Phone Numbers

Learn how to import phone numbers effortlessly. Follow step-by-step instructions to streamline contact management and optimize communication workflows.
This feature is only available for Agency users, not for client app users.
Make sure to enable Agency View from the footer of the client account menu to access this functionality.

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Steps to Import Phone Numbers

  1. Go to the Client Account (with Agency View enabled).
  2. Navigate to Agent Hub > Phone Number.
  3. Click “Import Number”.
  4. After import, go to the Agent > Deploy tab to assign the number for inbound or outbound use.
Phone1 Pn Phone2 Pn

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Best Practices

  • Use separate agents for inbound and outbound calls for better call handling and tracking.
  • Always assign the imported number to an agent via the Deploy tab.