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PhonePhone Overview

Phone Overview

The Phone section lets you build a complete customer phone service: answer with a Voice Agent, route important calls to people, respect business hours, capture voicemail, run planned outbound campaigns, and review every outcome in one place.

Navigation: Open Phone in the left sidebar.

  1. Create and test a Voice Agent if calls will use one.
  2. Open Phone Numbers and confirm your phone connection and available numbers. For the full Versafy calling experience, follow Connect a Twilio Account and Phone Number. To keep provider-managed SIP routing instead, follow the External SIP guide for Twilio or Zadarma.
  3. Create operator groups if calls may ring staff members.
  4. Create an Inbound Call Flow.
  5. Validate and activate the flow.
  6. Assign an eligible phone number to the flow.
  7. Place a test call and review Call Logs & Recordings.

Phone Numbers page tabs

Each tab supports a different part of the caller journey, from choosing the number customers dial to reviewing a missed-call voicemail. The page can include:

  • Overview — quick actions, recent activity, active inbound numbers, and flows.
  • Numbers — number capabilities, status, assignments, and actions.
  • Inbound Call Flows — routing workflows and activation state.
  • Operator Groups — staff phone groups and ringing strategy.
  • Voicemails — recorded messages and transcripts when available.

Your exact tabs and actions depend on permissions and the phone connection configured for your workspace.

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