This article will show you, step by step, how can you quickly set up your smrtPhone and get dialing.
Whether you are still in the Free Trial period or have activated a subscription, the first step is to buy yourself a number. We want to help you get off on the right foot, so we've applied a $7 credit toward purchasing your first number (the standard price is $5/number) and having some left over credit to make calls and send messages.
How to Purchase a Number
To purchase your first number, go to your smrtPhone Dashboard > Admin > Phone Numbers.
Click the green Get a Number button and a new window opens where you can choose a number, based on the criteria you set.
Within this window you can see:
Country/state - to which country or state the number will belong (be aware of Non-US number legislation)
Local number/toll-free number
Area code - if you wish for more accuracy or are in search of certain area codes only
Capabilities - either voice, SMS, MMS (depending on area)
Price - a fee billed for each number.
After you set your preferences and you a number you like, all you have to do is press +Buy Number and now you are the proud owner of a smrtPhone number. 🎉
How to Configure Your New Number
Next, you have a few steps to complete the setup on this number:
Set a nickname for your newly purchased number by simply clicking the pen, entering a Friendly Name, and clicking save. This will make it easier to manage the phone number in your smrtPhone system.
Create a Call Flow for this new number. A Call Flow establishes where the system should route calls and texts come to your phone number. Without one, incoming calls will not reach you.
Here, you can easily set a Call Flow by dragging and dropping the applets you need
You have lots of options to customize the Call Flow:
📞 Dial - dial a user with the option to record that call and redirects the caller if the user can't be reached.
👩🏻🤝🧑🏿 Round Robin - distributes the call to a group of users
📲 IVR menu - build customizable options
☎ Voicemail - allows the caller to leave a voicemail
😁 Greeting - send a greeting to your caller before answering
⏳ Business Hour - it redirects your messages to arbitrary applets depending on the time of receiving (open applets and closed applets selected by you)
📴 Hangup - ends the call
📵DNC - add a specific number to the "Do not call" list
Note: Pay attention to recording calls - in some states caller needs to be informed about this process!
Create whatever structure works best for your business strategy and organization, and then press Save Flow.
Of course, you need to set up an SMS/Text Flow as well.
Back in the Call Flow menu, you will see the newly created Call Flow for your number, that yet needs an SMS Flow.
By simply clicking the red button, you can customize what happens with incoming messages.
You can choose from the applets setting what happens when an SMS message is received, letting the system know what it should do:
By dropping the applet, you can decide:
⏳Business Hours - it redirects your messages to arbitrary applets depending on the time of receiving (open applets and closed applets selected by you)
📤Save and Reply - Stores SMS messages in your inbox and replies to the sender a customized message at your choice
📨Sms Inbox - Stores SMS messages in your inbox
🧾Menu - a keyboard-based matching response system
Now, you can make your first call within smrtPhone! 🥳
Go deeper into smrtPhone:
Learn more about Call Flows>>
Learn more about Voicemail Setup>>
Learn more about Chrome Extension>>
Learn more about extra regulatory requirements regarding the Non-US numbers>>
Learn more about verified numbers >>
Learn more about free trial limitations>>