Set Up Your Business Phone System
Get a professional phone number and never miss a lead again.
Your business phone setup is one of the most important parts of your marketing system. It gives you a dedicated number to use for ads, customer calls, and automated follow-up, and it keeps your personal number private.
In this guide, we’ll walk through:
- Getting a dedicated phone number for your business
- Registering your number to improve deliverability and reduce spam blocking
- Setting up an AI voice agent to answer calls when you’re busy
Let’s make sure you look legit, sound professional, and never miss an opportunity.
Get a Business Phone Number
- Go to Settings → Phone Numbers in your dashboard.
- Click “Add Number” and select a number with your local area code.
- Assign this number to your user or team, and this can become your new business line.
You can now send texts, make calls, and receive voicemails, all inside your system.
💡 Pro Tip: Use this number on your website, Google Business Profile, and lead forms to keep things consistent.
Register Your Phone Number
To avoid being flagged as spam or blocked by carriers, your number needs to be verified.
- After setting up your number, click “Register Number”.
- Fill out your business name, address, and EIN (or your personal info if you’re a sole prop).
- Submit the form — registration may take a few days to fully process.
📌 This helps carriers recognize your number as trusted, increasing deliverability for texts and calls.
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Set Up Your AI Voice Agent
Your AI Voice Agent can answer calls, collect lead info, and even book appointments. It’s perfect for evenings or when you're on the job.
- Go to Automation → AI Agents.
- Click “Create Agent” or select a pre-built template.
- Customize your agent’s:
- Greeting (“Hi, thanks for calling [Your Business Name]...”)
- Responses to common questions
- Instructions for missed calls (like sending a text or logging a lead)
- Greeting (“Hi, thanks for calling [Your Business Name]...”)
- Assign the agent to your phone number under Phone Settings.
🎯 This makes sure no call is ever wasted… even if you can’t pick up.
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You’re Ready to Take Calls
With your number live, registered, and backed by an AI agent, you’ve got a professional communication setup that builds trust and saves time.
Action Plan
What’s Next?
- Test your number by calling it from another phone.
- Listen to your AI agent’s responses and tweak them as needed.
- Move on to the next setup step: Lead Generator Setup.
And as always, if you need help setting up your phone or want us to check your AI agent settings, just let us know.
Frequently Asked Questions
