My Numbers

The My Numbers section allows you to manage all purchased numbers linked to your account. You can update number details, set call destinations, allocate sticky agents for consistent customer-agent interactions, and assign SMS templates based on call outcomes.

Getting Started with My Numbers

To go to My Numbers to your Smartflo account, first log in using your unique User ID and Password. Once logged in, you will be directed to the main dashboard. From there, locate the navigation menu on the left-hand side of the screen and click on "Services." A set of options opens up. One of these options is the "My Numbers".

1. List of My Numbers

The table displays a list with the following information:

 2. Edit a Number

To edit a number, follow the below steps:

1. Click on the Services tab on the side navigation.
2. Click on My Numbers.
3. A list of all numbers is displayed along with the relevant details.
4. Click on Select an Action and select Edit from the dropdown.

5. Enter the basic details and set the appropriate destination for the number. For instance, if you are creating an IVR, you need to select the Time Condition (created in step 7 of IVR creation) as the destination here.
6. Select the Sticky Agent as Yes or No from the dropdown.

If Yes, fill in the required fields that appear on the panel. The fields enable to map of the callers to the same agent for all future interactions.

• Sticky Agent Time: If you want the customer call to be routed to the same agent with whom he/she connected in the last three days, enter 3.
• Sticky Agent Time Format: Select the format (either days or hours) from the dropdown. In the above-quoted example, choose Days.

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The maximum refresh period for the Sticky Agent is 10 days.

8. Fill in the required fields in the SMS templates.

3. Block a Number

To Block a number, follow the below steps:

1. Click on the Services tab on the side navigation.
2. Click on My Numbers.
3. A list of all numbers is displayed along with the relevant details.
4. Click on Block a Number.

5. A new window will appear after selecting the block option.
6. From the dropdown menu, choose whether to block against either the account or the number.

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Block Against Account: This applies to all the DID numbers associated with the account.

Block Against Number: Applies to a specific DID. The source number (customer's number) will be restricted only to the selected DID.

7. Enter the source number (Customer number) you wish to block.
8. Click on Save to proceed or Cancel if you do not wish to continue with the action.

4. All Blocked Numbers

   To view all blocked numbers, follow the below steps:

5. Click on the Services tab on the side navigation.

6. Click on My Numbers.

7. A list of all numbers is displayed along with the relevant details.

8. Click on All Blocked Numbers.

5. A new window will appear after selecting the block option.

The table displays a list with the following information: