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Assign a number to an agent

Choose which agent answers a number, change or remove it, and set the default number for outbound calls.

What you will achieve

A call to your number will be answered by the agent you choose.

Prerequisites

  • A number imported on Phone numbers (see Connect a provider).
  • An agent whose direction is Inbound or Inbound / Outbound. An outbound-only agent cannot take a number.
  • The owner or admin role.

Step-by-step setup

  1. Open Phone numbers, Numbers tab.
  2. Open the actions menu on the number and choose Assign agent (Change agent if one is already set).
  3. In Assign an agent, choose the Agent under Calls to {number}. The dialog says the agent will answer calls to the number.
  4. Choose Save.

The Answered by column now shows the agent. A number with no agent shows Not assigned.

Other actions in the menu

  • Copy number copies the number to your clipboard.
  • Make default outbound sets the number used as the caller ID when an agent places a call. The Role column then shows Default outbound. A confirmation reads "{number} is now the default outbound number."
  • Unassign (shown when an agent is set) stops the agent answering. You can also choose Nobody answers it in the dialog.

Configuration details

  • One agent per number. If another agent already answers it, you get "{number} already answers as '{agent}'." If the number belongs to another workspace's agent, you get "That number is already assigned to another account." without further detail.
  • Direction. Switching an agent to Outbound removes the number it answered on. An agent set to Inbound / Outbound keeps its number.
  • Ownership check. The number must appear on a provider account you connected with your own credentials, or you get "That number is not on a provider account connected to this workspace."
  • Only a published agent answers. See Publish and test.

Testing

Check that Answered by shows the agent, publish it, then call the number.

Expected result

The agent answers calls to that number, and calls appear in History with direction Inbound.

Troubleshooting

  • "Only an agent that takes inbound calls can be assigned a phone number." Change the agent's direction under its Advanced tab.
  • The agent is not in the list. Only agents that take inbound calls are offered.

Something here does not match what you see in the dashboard? Let us know.