Skip to main content
Before sending SMS or making calls, your organization needs a phone number. Set it up in Basic Setup > Phone Number. The number is shared by your whole team and powers texting, browser calling, incoming calls, and voicemail.
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. Voicemail and limits live under Advanced Settings > Communication.

​
Choose your phone setup

ProPilot supports two phone setups: Use the in-platform number for the fastest native setup - it unlocks every calling feature, including recording, voicemail, and warm transfers. Use Quo when the team already operates from a Quo workspace and wants ProPilot connected to that workflow. For setup details, see Quo Integration.

​
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. ProPilot provisions a new number under your organization in seconds - no carrier paperwork.
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)

Click Enable incoming calls so inbound calls to the number ring in your team’s browsers. A status badge next to Incoming calls shows whether this is set up, and a Fix incoming calls button appears if the configuration drifts.

​
After the number is live

  • Texting - the SMS tab in Messages sends from this number, including attachments and scheduled sends.
  • Calling - Call Now places browser calls from this number; see Calls for recording, transfers, and more.
  • Voicemail - unanswered incoming calls get an AI-read greeting you can customize, with a Male or Female voice and preview, under Advanced Settings > Communication.
  • Ring your cell too - each user can verify a cell number under My Profile > Call Forwarding so inbound calls ring their browser and cell simultaneously. The verified cell is also what makes the user reachable for call transfers.

​
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.

​
Common questions

Yes. Without one, sending SMS shows an error asking you to provision a number in Basic Setup > Phone Number.
You choose the US 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.
No - the number belongs to the organization, and the whole team texts and calls through it. Conversations stay shared, so anyone can pick up a thread.
First check the Incoming calls status badge in Basic Setup > Phone Number; use Enable incoming calls or Fix incoming calls if it is not active. Then make sure your browser allows microphone access and notifications. To also ring your cell, verify it under My Profile > Call Forwarding.

​
Limitations

  • Instant numbers use US area codes.
  • The number is shared across your whole organization; there are no per-user numbers.
  • Provisioning and incoming-call setup are admin-only actions.
  • Quo-connected orgs send SMS and place calls through Quo instead of the in-platform number, and ProPilot calling features (recording, transfers, voicemail) do not apply.