Help Center

Phone, SMS & inbox

Manage business numbers, calls, recordings, texts, email, and consent.

8 articles

Add a business phone number

Search by area code, activate a Company line, and complete messaging registration.

Updated Aug 9, 2026

Set up and handle voicemail

Answer missed Company calls, review messages as a team, and control recording retention.

Updated Aug 28, 2026

Use the customer inbox

See the SMS and email conversation connected to one customer or lead.

Updated Aug 9, 2026

Record a call outcome and next step

Turn each Company call into a clear result, useful context, and an owned follow-up.

Updated Aug 28, 2026

Understand phone credit and usage

See the prepaid balance, current-month usage, number fees, and recharge history for the Company line.

Updated Aug 9, 2026

Set 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, 2026

Link conversations to customer history

Connect an Inbox conversation to the right Lead, Customer, or Job without losing the thread.

Updated Aug 28, 2026

Test 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