Phone & SMS Setup

Buy a new phone number or add your current one. Set up your voicemail and choose your phone settings, including power dialing and SMS.

Let's set you up for success with calling & SMS. Watch the video and you will be done in just a few minutes.

[Please note: When a number is purchased, that number is accessible and useable only under the User account in which it was added, but shares the Metered Balance with the company account.]


The videos in this article also include...

  • How to purchase a local or toll-free phone number inside of Uptics.

  • How to purchase a toll-free phone number inside of Uptics.

  • How to add a personal number inside of Uptics.

  • How to purchase a United States Number inside of Uptics.

  • How to purchase a Canadian Number inside of Uptics.

  • How to purchase a United Kingdom Number inside of Uptics.

  • How to find a number with a specific area code.

  • How to set up a voicemail recording for a Twilio Number purchased through Uptics.

  • How to start and stop the voicemail recording.

  • How to playback your voicemail recording.

  • How to delete your voicemail recording.

  • How to determine your call outcomes/call disposition options.

  • How to add a new call outcome.

  • How to edit or delete a call outcome.

  • How to use the call outcome options.

  • What the call outcome options look like inside of the contact details pages.

  • How to disposition a call inside of the call logs.

  • How to set the power dialer buffer time.

  • What is the power dialer buffer time?

  • How the power dialer buffer works.

  • How to save call log notes.

  • How to pause, exit, or start the next call on the power dialer.

  • How to select or change the default country code.

  • How to include an SMS unsubscribe option.

  • How to load your metered balance with funds.

  • Metered Balance Auto-Pay.

  • Metered Balance Manual Pay.

  • How to add a payment method into Uptics.

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