Telephony Details — Connect Your Phone System
Written By Anand Raj
Last updated 3 months ago
Telephony Details is where you tell the AI receptionist how to reach your phone system. You share your business phone number, pick your telephony / VoIP provider, and (optionally) leave notes about your setup. The Agency's team takes it from there.
What to fill in
Business Phone Number — the number your customers call today. This is the number that will be routed to the AI receptionist.
Telephony / VoIP Provider — pick the provider that handles your business phone calls (RingCentral, Twilio, NetSapiens, your PBX, etc.). If yours isn't listed, pick Other.
Telephony Service Name — the name of the specific service or plan you're on with that provider (only needed if you picked Other or want to be more specific).
More Information — share your provider details, preferred setup, and any available SIP credentials or connection information. Anything that helps the Agency wire this up faster goes here.
Whitelist the SIP signaling server
If you use SIP trunking, make sure the Agency's SIP signaling IP address (shown on this step, e.g. 54.236.168.131:5060) is allowed through your firewall. Without this, calls can't reach the AI receptionist even if everything else is configured correctly.
Why this matters
The AI receptionist can only receive calls once your phone system can route to it. You don't need to figure out SIP trunking yourself — just share what you know about your setup and the Agency's team will coordinate the rest with your provider.
Frequently Asked Questions
Do I need to generate SIP credentials myself?
Do I need to generate SIP credentials myself?
No. Just share your provider and any details you have in More Information. If SIP credentials are needed, the Agency will either walk you through generating them or coordinate directly with your telephony provider.
Can I keep my current phone number?
Can I keep my current phone number?
Yes. In most cases your existing business number is kept and re-routed to the AI receptionist. Confirm the exact plan with your Account Manager.
What if my provider isn't in the dropdown?
What if my provider isn't in the dropdown?
Pick Other, fill in the Telephony Service Name, and add anything relevant under More Information. The Agency supports most standard SIP providers.
What is the IP address shown on this step?
What is the IP address shown on this step?
It's the Agency's SIP signaling server. If you use SIP trunking, whitelist it in your firewall so call traffic can reach the AI receptionist.
Will my current phone system stop working while I'm setting this up?
Will my current phone system stop working while I'm setting this up?
No. Nothing changes on your side until go-live day. Your current phone system keeps running normally in the meantime.
Where does this information get stored?
Where does this information get stored?
Your phone number, provider details and notes are stored securely with your business profile and only used to route calls to your AI receptionist.
More in Agent Training Info & Integration Credentials
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