Using Number Pools with Voice AI Agents

You can now assign a Number Pool, which is a group of multiple phone numbers, to your Voice AI Agents. When someone calls any number within the pool, the call will be intelligently routed according to your agent's specific settings. Important: You must have at least one Number Pool already created in your CRM before you can use this feature.

Benefits of Using a Number Pool

Assigning a Number Pool to your Voice AI Agent offers several key advantages:

• Improved Agent Efficiency: A single AI agent can manage incoming calls for all the phone numbers in the pool. This eliminates the need to set up and maintain a separate agent for each number.
• Simplified Management: Centralizing your call routing through one agent streamlines your operations and reduces repetitive configuration tasks.

How to Assign a Number Pool to a Voice AI Agent

Follow these steps to connect a Number Pool to your agent.

Step 1: Navigate to Voice AI Agent Settings

Log in to your CRM. From the main navigation menu on the left, select AI Agents. Then, choose Voice AI from the top navigation bar.

Step 2: Select or Create a Voice AI Agent

You can either create a new agent by clicking the + Create Agent button, or select an existing agent from your list. To edit an existing agent, you can click directly on its name or click the three-dot menu next to it and select Edit.

Step 3: Open the Phone & Availability Tab

Once the agent editor is open, click on the Phone & Availability tab. In this section, find the setting labeled Phone Number / Number Pool.

Step 4: Assign the Number Pool

Click the dropdown menu for Phone Number / Number Pool. From the list, select the Number Pool you wish to assign to this agent. Only Number Pools that you have created previously will be available to select. If you do not see any options, you will need to create a Number Pool first.

Step 5: Save Your Changes

After you have selected the Number Pool, click the Save button to apply the configuration. The Number Pool is now successfully linked to your Voice AI Agent.