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Part 4: Taking your agent live · Lesson 1 of 4 · 15 minutes

Objective

Have a number of your own in the workspace, inside a number pool, ready to be the caller ID for Acme’s first campaign.

The scenario

So far Ananya has called from Ringg’s shared test numbers. They are for testing only: the campaign form does not offer them, and they can’t join a pool. Acme needs its own number. And because one line that dials hundreds of customers soon gets flagged as spam, the number goes into a pool, which rotates across its numbers and skips flagged ones.

Hands-on

Buying a number in the dashboard

1

Open Add Numbers

In the sidebar, open Inventory → Numbers. On the Phone tab, under All Numbers, click Add number. The Add Numbers dialog lists providers on the left, with Plivo selected. Your workspace role needs the Numbers permission.
2

Pick the provider and account

Keep Plivo and choose Ringg in the telephony account selector: Ringg holds the line and bills a rental rate per billing period. If Acme already had numbers with a provider such as Exotel, you would select that provider, click the gear (Configure provider) to connect the account, and use the Import your own tab instead; the steps are on the buy or import page.
3

Choose where the number is from

Pick India and a region, or leave the region on All. If the Buy new tab says “No new numbers available.”, widen the region.
4

Buy it

On Buy new, each row shows the number and its Rental Rate, for example ₹499 / 1 Month. Click Buy Number on one and confirm with Buy Number. You see “Purchase has been completed successfully.” and the number appears in All Numbers.
5

Create the pool

Open Number Pools and click Add pool. Set Pool name to Acme EMI reminders, open Add numbers to pool and tick your new number. Switch on Auto purchase so the pool buys a replacement if the number is flagged as spam. The replacement comes from the flagged number’s own country; set Replacement country to India as the fallback. Click Create pool.

Checkpoint

You see “Pool created” and a card for Acme EMI reminders showing 1 Numbers. Back on All Numbers, the number’s Pool column names the pool.

Exercise

Tag the number so your team can tell it apart from the ones Acme adds later. On its row in All Numbers, click Add Tags, type collections in Enter tag and click Add. Expected result: the tag shows in the Tags column and in number pickers from now on. Test numbers can’t be tagged, which is one more way to spot them.

What you learned

  • Every number enters the workspace through Add Numbers: bought on the Ringg account or on a provider account you connected, imported from that account, or typed in by hand.
  • Test numbers are for test calls only; they are not offered to campaigns and can’t join a pool.
  • A pool rotates caller IDs, skips spam-flagged numbers and, with Auto purchase, buys replacements. A number belongs to at most one pool.