Calling setup

This article provides instructions for setting up the calling functionality in your SmartReach.io account.

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Users need to set up their calling number to place calls via SmartReach. This can be done via two places:

  1. Add the calling channels via (Settings -> Team settings -> Call Accounts)
  2. Inside the campaign creation steps, under "Channel Set-up"

1)Add the calling channels via (Settings -> Team settings -> Call Accounts)


2)Adding a number from the sequences

Step 1: Create a calling step in a campaign


Step 2: Add a number in the channel set up section:

Updated 5 months ago

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