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Before sending SMS or making calls, your organization needs a phone number. Set it up in Basic Setup > Phone Number.
Related settings: Phone Number is part of Basic Setup > Phone Number. Usage, billing, team access, and the WhatsApp Operator are covered in Advanced Settings > Organization.

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Choose your phone setup

ProPilot supports two phone setups:
SetupChoose this whenWhat users experience
In-platform numberYou want a built-in ProPilot number and browser calling.SMS and calls happen inside ProPilot. You choose an area code and provision the organization number.
Quo-connected numberYour team already uses Quo and wants to keep that number.Text SMS can start from ProPilot, while attachments and calls open in Quo. Quo activity can sync back to ProPilot.
Use the in-platform number for the fastest native setup. Use Quo when the team already operates from a Quo workspace and wants ProPilot connected to that workflow. For setup details, see Quo Integration.

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Get an in-platform number

1

Open Phone Number settings

Go to Basic Setup > Phone Number.
2

Choose an instant number

Select Get an instant number from us and enter a preferred US area code.
3

Provision it

Provision the number (admins only). Once connected, your In-platform number appears and is ready for SMS and browser calls.
4

Enable incoming calls (optional)

Use Enable incoming calls so the number rings in your browser. A status badge shows whether incoming calls are set up.

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Prefer your own number?

If you use Quo (formerly OpenPhone), you can connect your own workspace number instead of provisioning an in-platform number. Do the detailed setup from the Quo Integration chapter.

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Common questions

Yes. Without one, sending SMS shows an error asking you to provision a number in Basic Setup > Phone Number.
You choose the area code; the specific number is assigned automatically.
No. Your organization should use one active phone setup at a time. If Quo is connected, Quo handles attachments and calls.

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Limitations

  • Instant numbers use US area codes.
  • The number is shared across your whole organization.
  • Quo-connected orgs send SMS and place calls through Quo instead of the in-platform number.