Where to find it
Open Settings > Basic Setup > Phone Number.What you configure
- Provision an in-platform number by area code.
- Enable incoming browser calls.
- Connect Quo if you want to use your own Quo number.
In-platform number vs Quo
| Option | Best for | How it works | What changes in ProPilot |
|---|---|---|---|
| In-platform number | Teams that want the fastest built-in setup | ProPilot provisions a number for your organization after you choose an area code. | SMS and browser calls happen directly inside ProPilot. Incoming-call setup can ring in the browser. |
| Quo-connected number | Teams that already use Quo and want to keep their existing workspace number | You connect Quo from this settings page, then choose a number from your Quo workspace. | Text SMS still starts from ProPilot, while attachments and calls open in Quo. Call activity can sync back into ProPilot. |
What changes when you update it
- The selected phone setup becomes the organization-wide sending number.
- SMS, calls, bulk messaging, and sequence tasks use the active setup.
- Quo-connected organizations use Quo for attachments and calls.
- Disconnecting Quo returns the organization to the in-platform number flow.
Setup tips
- Use a familiar area code when provisioning an in-platform number.
- Connect Quo only if you have access to the Quo workspace and API key.
- Decide this early, because the organization phone number is shared by the whole team.
- If your team uses Quo, read Quo Integration before changing the connection.
Used by
Common questions
Do I need a number before sending SMS?
Do I need a number before sending SMS?
Yes. Without an organization phone number, SMS sending shows an error asking you to provision
or connect a number.
Can I use my own number?
Can I use my own number?
Yes, if you connect Quo. See Quo Integration.
Can I use both at the same time?
Can I use both at the same time?
No. Your organization should use one active phone setup at a time: either the in-platform
number or the connected Quo number.
What happens to calls when Quo is connected?
What happens to calls when Quo is connected?
Calls open in Quo instead of the browser dialer, and completed call activity can sync back to
ProPilot. See Quo Integration.