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Lesson 1: Whitelisting a Number for Testing

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What Are Whitelisted Numbers?

Whitelisted numbers allow you to test your agent’s calling feature. By adding your own phone number, you can receive test calls and interact with your agent in real time, ensuring everything works as expected.

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Why Use Whitelisted Numbers?

  • Real-World Testing: Experience firsthand how your agent interacts over a phone call.
  • Seamless Integration: Once added, your number appears in the test call dropdown, allowing you to trigger calls for any agent effortlessly.

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How to Add a Whitelisted Number

  1. Access the Whitelisted Page:
    • In the sidebar, click on Phone Numbers and then select the Whitelisted page.
  2. Add Your Number:
    • Click on Add Number in the top right.
    • Enter your phone number and assign it a friendly name for easy identification.
    • Click Next.
  3. Verification:
    • An OTP (One-Time Password) will be sent to your phone.
    • Enter the OTP in the provided field and click Verify.
  4. Test Your Agent:
    • Navigate to Manage Agents → select an agent → click on Test.
    • Click Trigger Agent Call and select your whitelisted number from the dropdown.
    • Click Start Testing and wait for your call.
Tip: Keep your phone handy during testing, you’re about to experience your agent in action!

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Lesson 2: Importing a number from Twilio

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What Does Importing Mean?

If you already own purchased phone numbers from Twilio, you can seamlessly import them into the Inya platform. This saves time and allows you to use your existing numbers for both testing and production calls.

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Why Import Your Twilio Numbers?

  • Efficiency: Reuse your existing numbers without the hassle of buying new ones.
  • Central Management: View all your active numbers in one place.
  • Enhanced Functionality: Easily assign numbers to agents for inbound or outbound calls.

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How to Import a Twilio Number

  1. Access Active Numbers:
    • Click on the Phone Numbers option in the sidebar.
    • Expand the section to show Active Numbers.
  2. Initiate the Import Process:
    • If no numbers have been imported, you’ll see an option to Import.
    • If numbers are already present, the Import button will be available in the top right.
  3. Enter Your Credentials:
    • You’ll be prompted to enter your Twilio Account SID and Auth Token.
    • The system validates these credentials.
    • If incorrect, an error message will prompt you to re-enter the correct details.
  4. Select and Import Numbers:
    • Upon successful validation, a paginated table will display available Twilio numbers (excluding previously imported ones).
    • You can select one or multiple numbers (using checkboxes and a “Select All” option).
    • Confirm your selection, optionally add labels, and complete the import
Best Practice: Double-check the list before confirming. If any number fails to import due to duplicates or API issues, the system will notify you of the ones needing attention.