The Number Assignment Page

This guide describes the number management elements found on the SmartFlows Number Assignment page. From this page, you can:

 

Overview

On the Number Assignment page you can view all of the “numbers” or methods of contact associated with your account (e.g., phone numbers, WhatsApp, Facebook Messenger, etc.), and manage their use in flows.

A sample Number Assignment page with the Local Numbers tab selected and one sample row appearing in the table

Each method of contact has its own tab at the top of the page.

Note: You will only see the WhatsApp and Facebook tabs when you access SmartFlows through the CPaaS Portal. They do not appear in the Customer Portal.

 

Search for a Number

Use the search box on each tab to find a specific number under that category. Use the Search By drop-down list to toggle between searching by a number or the label associated with a number.

Note: You must include at least four characters to perform a search.

 

View Current Number Assignment Details

In the table under each method of contact tab, the available resources are listed in each row, along with the current flow assignment details.

For example, under the Local Number(s) tab, each resource can be assigned to one voice flow and one SMS flow. If your Local Number is assigned to a flow triggered by an Inbound Call, the exact name of the flow will be listed in the Inbound Voice column. Likewise, if your Local Number is assigned to a flow triggered by an Inbound Text, the exact name of the flow be listed in the Inbound SMS column. If your Local Number is not assigned to a flow triggered by an Inbound Call or Inbound Text “NA” appears in the appropriate columns.

Note: It’s important to know current number assignments because your Local Number can only be assigned to one voice and one SMS flow. For example, if the number is already assigned to a flow triggered by an Inbound Text action and you have a new SMS flow, you must either use a different Local Number or remove the current flow assignment.

 

Assign a Number to a Flow

You can assign one or more numbers to a flow through the Flow Editor or the Number Assignment page.

  1. Navigate to the appropriate method of contact tab.

  2. Search or scroll to find the number you want to assign to your flow from the table.

  3. Click the check box next to the number. The Assign Flow and Clear Flow(s) buttons appear above the table.

    Note: The digit in the green circle next to the Assign Flow and Clear Flow(s) buttons will update to match the amount of numbers selected.

  4. Click the Assign Flow button. The Assign Flow pop-up window appears.

  5. Search or scroll to find the deployed flow you want to assign the number to.

    Note: If your flow is not deployed you can’t assign a number to it yet.

  6. Click the Assign button. The flow information now appears to the right of the number in the table. You will also see the number in the Inputs section of the Trigger action within the Flow Editor.

 

Remove a Number from a Flow

From the Number Assignment page, you can remove:

  • One number from one flow

  • Multiple numbers from one flow

  • One number from any flows it's assigned to

  • Multiple numbers from any flows they are assigned to

Note: If you remove the assigned number from your flow, the flow can no longer be initiated. Please ensure another flow is in place or another number is assigned to your flow before removing a number assignment to prevent a break in service.

 

To remove flow number assignments:

  1. Find the number(s) you want to remove.

  2. Click the check box(es) next to the number(s). The Assign Flow and Clear Flow(s) buttons appear above the table.

    Note: The digit in the green circle next to the Assign Flow and Clear Flow(s) buttons will update to match the amount of numbers selected.

  3. Click the Clear Flow(s) button.

    For Local Numbers:

    Select Clear Inbound Call to remove the number(s) from any assigned flows triggered by an Inbound Call action. Or select Clear Inbound SMS to remove the number(s) from any assigned flows triggered by an Inbound Text action.

  4. The flow information to the right of the number in the table is updated to reflect your selection. You will also see the number no longer appears the Inputs section of the trigger action within the Flow Editor.