How to Assign a Phone Number to Your Routing Form

This article will guide you through the process of assigning a phone number to your Routing Forms. By following these steps, you will be able to offer a new way to screen clients over the phone.

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How to Assign a Phone Number to Your Routing Form

Follow these steps to assign a phone number to your Routing Form:

Navigating to the AI Voice Tab

1. Click Routing Forms in the left-hand side menu.
2. Select the Routing Form you want to generate a phone number for.
3. Go to the AI Voice tab.

Setting a Welcome Message

1. Provide a Welcome Message that will be used to greet callers.
2. Click Save.

Assigning the Phone Number

1. Click Assign phone number.
2. Select the phone number from the dropdown.

For information on how to generate phone numbers, please see our Managing Phone Numbers article.