Skip to main content

Phone Management

Use Settings > Phone Management to manage phone-number entry points for voice conversations.

Prerequisites

You need administrator permissions for channel management.

Phone numbers

Phone Management shows tenant phone-number configuration. Each number can be assigned to a voice Concierge Agent and configured for handoff behavior. Actual carrier or telephony provisioning may be managed outside CXP depending on the deployment.

Assign a Voice Concierge Agent

Choose an assistant designed for voice. Confirm:
  • Voice instructions are appropriate.
  • Handoff behavior is configured.
  • Category and routing behavior match the support workflow.
  • Any responder or voice-specific settings are reviewed before production use.

Handoff behavior

Voice handoff controls how a call moves from AI handling to human handling. The Concierge Agent can gather context, decide that human help is needed, and route the conversation to a team or agent. Agents join active voice sessions from the conversation Softphone when authorized.

Test after changes

After changing phone settings:
  1. Place a test call to the configured number.
  2. Confirm the expected Concierge Agent answers.
  3. Confirm the conversation appears in CXP.
  4. Trigger handoff.
  5. Confirm the right team or agent can receive and join the routed work.