What Phone Numbers is for
The Phone Numbers section helps you manage numbers used by voice agents. You can:- Import phone numbers
- Assign a number to a customer
- Assign a number to a specific AI agent
- Control inbound/outbound behavior (based on your provider setup)
Where to find it
In the Partner Portal sidebar, open Phone Numbers.Understand ownership (partner vs customer)
A phone number can be owned by:- Partner: the number belongs to you (the agency) and can be assigned to customers.
- Customer: the number belongs to a customer account.
Import phone numbers
- Go to Phone Numbers.
- Click Import (or Import Numbers).
- Follow the import flow and confirm.
Assign a phone number to a customer
- Find the number in the list.
- Open the actions menu.
- Choose Assign to Customer.
- Pick the customer and confirm.
Assign a phone number to an agent
If you want a number to route to a specific agent:- Find the number.
- Open the actions menu.
- Choose Assign Agent.
- Select:
- Provider (Retell, VAPI, Ultravox, etc.)
- The agent
- Inbound/outbound preferences (if shown)
- Save.
Filter and search
The Phone Numbers page supports filters such as:- Search: number, friendly name, or customer
- Provider
- Status
- Assigned vs unassigned
- Ownership: partner vs customer
- Customer filter
Troubleshooting
- Calls aren’t reaching the agent
- Confirm the number is assigned to the correct customer.
- Confirm the agent assignment exists and is active.
- Check inbound/outbound settings.
- A number can’t be deleted
- Unassign it from customers/agents first, then try again.
Screenshots
