Overview
Phone number settings control how inbound calls arrive, who can call from each number, whether the number can send SMS/MMS, and which emergency address is synced for E-911. Use this guide when you are setting up a new phone number, changing call routing, forwarding calls to an outside number, or preparing phone numbers for emergency calling.Open Phone Number Settings
- Open Settings.
- Go to Phone.
- Find the phone number.
- Click Edit.
Choose a Receiving Mode
Open Call Routing and choose Receiving Mode.Route Calls to Direct Users
Use Direct users when calls should ring teammates inside Z360.- Choose Direct users.
- Select Receiving Users.
- Save the phone number.
Forward Every Call to a Number
Use Transfer when the Z360 number should send every inbound call to an external number.- Choose Transfer.
- Enter the Transfer Number in U.S. phone format, such as
+15555550123. - Save the phone number.
Set Fallback Behavior
For direct-user routing, you can choose what happens when callers arrive outside working hours or when receiving users do not answer. Available options are:- Use global setting
- Agent
- Voicemail
- Forward to personal number
Configure Team Access
Open the Team tab to control who can use the number.- Users Allowed To Make Calls controls which users can place outbound calls from the number.
- Default Assignees controls who is assigned by default to conversations from the number.
Enable or Disable Texting
Open the Advanced tab and use Enable Texting. When enabled, the number can send and receive SMS/MMS messages. When disabled, use the number for calling workflows that should not send texts. If SMS does not send from a number, confirm texting is enabled, the number is healthy, and any required A2P 10DLC setup is complete.Use Daily Proactive Message Limits
Use Agent’s Daily Message Limit when this phone number is used for proactive outreach and should not exceed a daily cap. This limit does not apply to replies to incoming messages.Manage Caller Identity and Screening
The Advanced tab also includes:- Enable CNAM Listing to publish a caller ID name through Telnyx.
- CNAM Listing Name when CNAM is enabled.
- Enable Caller ID Name Lookup to let Telnyx resolve inbound caller names.
- Inbound Call Screening with Disabled, Flag Calls, or Reject Calls.
Set the E-911 Emergency Address
E-911 settings store the default emergency address for active phone numbers.- Open Settings.
- Go to Phone.
- Open E-911.
- Fill in Business Name, Street Address, optional Suite, Floor, or Room, City, State, Postal Code, and Country.
- Click Save and sync.
- Review the Phone Numbers panel.
Best Practices
- Use clear aliases so teammates can recognize each number.
- Test every receiving mode from an outside phone after saving.
- Keep forwarding numbers current.
- Enable texting only on numbers your team intends to use for SMS/MMS.
- Save and sync E-911 whenever your business address changes.
- Review allowed callers when teammates join, leave, or change roles.
