How to Navigate the Number Directory

Use this guide to learn how to use the Number Directory.

  • Click on Ai Voice in the lefthand bar. 
    Ai Voice
  • Click on Number Directory.
    Number Directory
  • You can add phone numbers by typing in a Phone Number and Name. Then Click Add New Number.
    Phone Number, Name, Add New Number
  • The Phone Numbers will show up in the list below.
    Phone Numbers
    • All users on your SalesAi team are automatically added to the Number Directory. 
  • On the right hand side, locate the Actions Column.
  • Click on the 3 dots in the Actions Column to Edit or Delete phone numbers. 
    Edit or Delete Numbers
  • Users of your SalesAi Team cannot be deleted or edited. The 3 dots will be grayed out. 
    3 dots
  • To search for Numbers or Names, use the Search bar at the top of the list. Search for Numbers