Phone Numbers

Setting Up Phone Numbers and Outbound Calling

You can learn how to get phone numbers and do outbound calling in this tutorial.

Steps to Connect a Phone Number

1. Check for an Existing Phone Number

• Navigate to the Assistants tab.

• Select the assistant you want to connect to a phone number.

• Look for the yellow box labeled Phone Number.

• If no phone number is connected, click the yellow box to proceed.

2. Buy and Link a New Phone Number

• After clicking the yellow box, you’ll be directed to the Numbers tab in the sidebar menu.

• To purchase a new phone number:

Click Buy Number in the top-right corner.

Select the desired area code and confirm the purchase.

• Once the number is purchased, it will appear in the list.

3. Link the Number to an Assistant

• Click the three dots next to the purchased number.

• Choose Link to Assistant from the dropdown menu.

• Select the assistant you want to link the number to and save the changes.

• Return to the assistant’s page to confirm that the phone number has been successfully linked.

4. Customize AI Voice Settings (Optional)

• After linking the phone number, adjust the bot’s voice settings to match your preferences:

• Settings include:

Voice type (e.g., male or female).

Speaking speed.

Emotion in responses.

Sensitivity to interruptions.

• These settings allow you to make the interaction more personalized.

Steps to Set Up Outbound Calling

1. Create an Automation Workflow

• Go to the Automation tab.

• Create a new workflow from scratch.

• Add the action Make AI Call.

2. Add the Assistant ID

• Open the Assistants tab and select the assistant you want to use.

• Find the Assistant ID under the assistant’s name at the top-left corner.

• Click the Copy button to copy the ID to your clipboard.

3. Finalize the Workflow

• Return to your workflow in the Automation tab.

• Paste the Assistant ID into the Make AI Call action.

• Save the workflow.

• Enroll contacts in the workflow to initiate outbound calls.

Key Points

• Ensure the phone number is linked to an assistant to handle inbound calls.

• Customize voice settings for a better user experience.

• Use the Make AI Call action and Assistant ID for automated outbound calls.

Additional Support

For further assistance:

• Visit: support.wellgrow.io

• Email: support@wellgrow.io