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Set Up a New Number

Buying a new number

In order to add a number for an agent so that they can make calls or send messages through the HQS website, they will need to set up a new phone number in Twilio.
 
To do this, start by logging into the Twilio website and you will be taken to the dashboard view for the Twilio Account.
Click the “View all numbers” link to view all of the numbers set up in Twilio.
From this view, you either click the “Buy a number” button on the upper right or in the sidebar on the left to start making a new number. This will take you to the view below.

This view shows a list of numbers that are available to buy. The columns show the phone number, where it originates from, whether it is local or international, whether it supports voice, SMS, MMS, or Fax, and the how much the numbers costs per month.

 

There are filters at the top if you want to have specific digits in the number or have certain capabilities for it or search in a specific country. The US is selected by default. The Advanced Search section provides more specific filter options.

 

Once you have decided on a number then you just need to click the “Buy” button to have this number added to the list.

 

Note: For the purposes of the HQS website you will want to make sure and get a number that supports Voice, SMS, and MMS.

Configuring New Number

Once a new number is added, to configure it you click on the phone number in the list of active phone numbers.
You will be taken to the view below:
In the “Friendly Name” field you will need to enter the name of the agent that the phone number is for.

In the Voice & Fax section you need to set “Accept Incoming” as “Voice Calls“.

 

Configure With” should be “Webhook, TwiML Bin, Function, Studio Flow, Proxy Service

 

A Call Comes In” should be “Webhook” with a url of “http://homequestsales.com/twilio-call/incoming.php” and it should be set as HTTP POST.

In the Messaging section you need to set “Messaging Service” as “Home Quest“.

 

Configure With Other Handlers” should be “Webhook, TwiML Bin, Function, Studio Flow, Proxy Service

 

A Message Comes In” should be “Webhook” with a url of “http://homequestsales.com/twilio-call/incomingsms.php” and it should be set as HTTP POST.

Configure Agent with number

After the phone number is set up in twilio, then the same number that was purchased needs to be assigned to the agent in the backend. You enter this info into the phone field in the Agent Settings section on the Agent detail.
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