Pre-flight checklist

Admin contact info
Company and billing details
Extension ranges and user names
Phone numbers to use or purchase
Call routing preferences
Porting details if moving numbers

Set up admin account

First name Last name Email Password Confirm password

We save this step right away so you do not lose your place.

Company info

Company name Main phone Address line 1 City State Postal code Number of employees

Select extension range

100s 200s 300s 400s

Example: choose 100s to get 101, 102, 103.

Create extensions

Extension

First name

Last name

You can add or remove users later.

Public phone numbers

Phone number

Name

Purpose

SMS

Fax

Need new numbers?

Area code

If no existing numbers are entered, we will skip porting later.

Routing

Choose IVR, Queue, direct to user, or AI agent per number.

IVR message

IVR option

Pick destination for Option 1.

Destinations

Select user or queue.

Review routes

Number porting

Summary

Billing

ACH or card. Optional.

ACH (no fees) Account number Routing number Account holder Card (1.5% fee) Card number MM/YY CVC Cardholder name Billing contact Email Name

You will not be billed until service is fully set up.

Pending approval

We will reach out with login details soon.