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Go live with a plan and a phone number

Start a 7-day free trial, pick a phone number for your agent in the setup wizard, and test a real call before you share the number.

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Your agent cannot take real calls until you start a plan and give it a phone number. Start a 7-day free trial on the Subscription page, choose a number in the agent setup wizard, then call that number to test it.

  1. Open the Subscription page.

    Finishing the setup wizard sends you to the Subscription page. You can also open it later from the app.

    Subscription page listing the plans with their monthly prices and included minutes
  2. Choose a plan.

    Plans differ by monthly price, included minutes, agents and team members. Essentials is $49 a month with 300 minutes, one agent and one team member. Every paid plan starts with a 7-day free trial. Select Start 7-Day Free Trial on the plan you want and complete the checkout.

  3. Open the agent setup wizard.

    After checkout you see Thank you for starting your trial! Select Set up your agent. The wizard walks through Phone number, Welcome message & Timezone, Agent voice, Scheduling and Call transfers.

  4. Choose a phone number.

    On Choose a phone number, pick your Country and Area code. Select Search numbers, pick a number from the list, then select Continue. You can narrow the list with Search by digits or phrases and Match To.

    Choose a phone number step of the setup wizard with Country and Area code fields and the Search numbers button highlighted in red
  5. Finish the wizard.

    Go through the remaining steps, adjusting what you want, and select Finish setup. The number is now assigned to your agent.

  6. Call your agent.

    From a different phone, call the new number. Ask the same questions you asked in the web call. Share the number only after it sounds right.

The agent only gets a number after you start a plan and finish the Phone number step. Open the AI phone agents page. An agent without a number shows No phone number; select it to choose one.

Attach a phone number panel beside the agents list with the Area code field and the Search button highlighted in red

Try a nearby area code, or a different country. Use Search by digits or phrases only if you want a specific pattern.

Do not share the number yet. Correct your agent’s instructions, then call again.

  • Share your new number wherever customers look for you.
  • Return to the get started overview to repeat any step.