How to Add a Phone or Text Provider

Connect a phone system (VOIP) or bulk text (SMS) provider instance.

Before you start

The Manage VOIP Settings right, and your organization must have Phone Systems enabled.

Steps

1. Go to Settings → Phone System(s) → Providers.
2. Under Phone Servers, click Add Phone Server — or under Bulk Text, click Add Text Provider.
3. Complete that provider's connection wizard (fields vary by provider; some support one-click OAuth, reflected by a redirect back to this tab on completion).
4. Once connected, the instance appears as a card in the relevant section — click it to open its own settings.

What you'll see

Every connected instance feeds into the aggregated Extensions, Phone Users, Devices, Voicemail, and Health tabs — see What is a phone provider instance?