Phone Setup

Your phone number is the foundation of your 24CallDesk experience. Here's how to get it configured perfectly.

Getting a New Number

When you sign up for 24CallDesk, you'll select your phone number during onboarding:

1. Enter your preferred area code
2. Choose from available local numbers
3. Your number is provisioned instantly

Using Your Existing Number

Want customers to keep calling your current business number? Set up call forwarding from your existing number to your new 24CallDesk number:

1. Keep your existing phone service active
2. Based on carrier, configure call forwarding to your 24CallDesk number
3. All calls to your old number now reach your AI receptionist

Benefits of this approach:

• No service interruption during transition
• Test 24CallDesk before fully committing
• Keep your existing carrier relationships
• Forward only when you want (after hours, when busy, etc.)

Caller ID Configuration

Make sure your business name appears when you call customers:

1. Go to Inbound > Team & Settings > Business Profile
2. Select your number
3. Under Caller ID, enter your business name
4. Save changes

Call Forwarding

Set up forwarding rules for when you want calls to go elsewhere:

Forward to Cell Phone

Perfect for urgent calls or when the AI should hand off:

If: Customer says "I need to speak to a person"
Then: Transfer to +1 (555) 123-4567

Forward by Schedule

Route calls differently based on time:

• Business hours: AI answers and can transfer to team
• After hours: AI takes messages for next-day follow-up
• Holidays: Custom greeting with emergency-only transfers

Multiple Numbers

Business plans support multiple phone numbers:

• Departments: Different numbers for sales, support, billing
• Locations: Unique numbers for each office or store
• Campaigns: Tracking numbers for marketing campaigns

Each number can have its own AI personality and routing rules.