Operations5 min read
How to Bring Your Own VoIP Provider to Your Business Software
Keep your phone numbers, your carrier and your rates. Here's how bringing your own VoIP provider to a business OS works.
Why bring your own
Your phone numbers are part of your brand. Keeping your carrier means keeping your numbers, your negotiated rates and the quality of service you chose — and paying the carrier directly, without platform markup.
- 1Check your carrier's integrationConfirm your VoIP provider is among the supported integrations, or request it.
- 2Create API credentialsIn your carrier's portal, create credentials or an app connection for your business OS.
- 3Connect in settingsAdd the connection in your workspace settings and choose which numbers to use.
- 4Assign numbersAssign numbers to people and SI members, and set up routing.
- 5Test calls and textsPlace test calls and texts, and confirm they're logged on the right records.
