Phone Numbers
How to manage outgoing phone numbers for survey campaigns, including adding numbers manually and synchronizing them from a call provider.
ThePhone Numberspage is where you manage the outgoing phone numbers used by call center survey campaigns. Each number is associated with a call provider (the service that places the call) and a number provider (the service that owns or manages the number).
Navigate toSurveys → Phone Numbers.
Phone number list
The list shows all registered outgoing phone numbers with the following columns:
| Column | Description |
|---|---|
| (flag) | The country flag derived from the number's international prefix. |
| Phone number | The number in international format (e.g.+12025550123). |
| (warning icon) | Appears if the last call attempt on this number resulted in an error. Click the icon to see error details. |
| Nickname | An optional friendly label for the number (visible only if at least one number has a nickname). |
| Call provider | The telephony service used to place calls (e.g. Twilio, Plivo, Infobip). Shows the data connection name in parentheses if a custom one is configured. |
| Number provider | The service that owns or manages the number (e.g. Twilio). |
| Created | The date the entry was added. |
When the list contains more than one number, aSearchbox appears in the toolbar to filter by phone number or nickname.
Adding a phone number
ClickAddin the toolbar. A dialog opens asking how you want to add the number:
- Add– manually register a single outgoing phone number (see below).
- Synchronize– import numbers directly from your call provider account (seeSynchronizing phone numbers).
TheBuyoption is not yet available.
Manually adding a number
After choosingAdd, fill in the following fields:
| Field | Description |
|---|---|
| Phone number | The number in international format (e.g.+12025550123). |
| Nickname(optional) | A friendly label to help identify the number (e.g. "Office line", "Mobile"). |
| Call provider | The telephony service that will place the calls. Supported options:Twilio,Plivo,Infobip,Test. |
| Data connection(optional) | Asecretthat holds the API credentials for the selected call provider. If you have only one secret of the matching type saved, it is pre-selected. Leave empty to use the built-in connection. To add a new data connection, click the picker and selectAdd new— seeSettings → Secretsfor instructions on creating telephony provider secrets. |
| Call provider phone number ID | The identifier of this number within the call provider's system (used as the caller ID when placing calls). |
| Number provider | The service that owns or manages the number. Currently onlyTwilioandTestare supported as number providers. |
| Number provider phone number ID | The identifier of this number within the number provider's system. |
ClickSaveto register the number.
Twilio Verified Caller ID:If you are registering a number that you own and have verified with Twilio (but not rented through Twilio), the Twilio data connection you select must use theUS1 (Virginia)API region. Numbers rented directly through Twilio are not subject to this restriction. SeeSettings → Secretsfor details on configuring the Twilio API region.
Synchronizing phone numbers
Synchronization imports all phone numbers from your call provider account automatically, without requiring you to enter each number individually. Currently, onlyTwiliois supported for synchronization.
- ClickAddin the toolbar and selectSynchronize, or clickSynchronizedirectly in the toolbar.
- Select theData connection— choose the Twiliosecretwhose account you want to import numbers from. A data connection is required; synchronization cannot use a built-in connection.
- ClickSynchronize.
The numbers available in the selected Twilio account are fetched and added to the list. Numbers that already exist are not duplicated.
If you do not have a Twilio secret configured yet, click the data connection picker and selectAdd new. SeeSettings → Secretsfor instructions.
Editing a phone number
Click theEdit(pencil) icon on any row to open the edit dialog. You can update theNicknamefield. The phone number and provider settings cannot be changed after creation; to correct them, delete the entry and add it again.
Testing a phone number
Click theTestbutton on any row to place a live test call using that number. Enter the destination phone number in international format and clickCall. This helps you verify that the number and its provider configuration are working correctly before using it in a campaign.
Deleting a phone number
Click theDelete(trash) icon on any row and confirm the prompt to permanently remove that phone number. Numbers that are actively assigned to a running campaign should be removed from those campaigns before deletion.