Phone, SMS & inbox
Manage business numbers, calls, recordings, texts, email, and consent.
8 articlesAdd a business phone number
Search by area code, activate a Company line, and complete messaging registration.
Updated Aug 9, 2026Set up and handle voicemail
Answer missed Company calls, review messages as a team, and control recording retention.
Updated Aug 28, 2026Use the customer inbox
See the SMS and email conversation connected to one customer or lead.
Updated Aug 9, 2026Record a call outcome and next step
Turn each Company call into a clear result, useful context, and an owned follow-up.
Updated Aug 28, 2026Understand phone credit and usage
See the prepaid balance, current-month usage, number fees, and recharge history for the Company line.
Updated Aug 9, 2026Set up the AI receptionist
Answer overflow or after-hours calls, collect the request, and return a useful summary to the customer history.
Updated Sep 6, 2026Link conversations to customer history
Connect an Inbox conversation to the right Lead, Customer, or Job without losing the thread.
Updated Aug 28, 2026Test the AI receptionist before launch
Run a controlled inbound call and verify the greeting, business answers, lead capture, routing, and follow-up workflow.
Updated Sep 6, 2026