Overview
To call from Unify, your workspace must have an active dialer and you must have an assigned phone number. Calls use your browser’s microphone and speakers. Your assigned number is the number prospects see when you call. A workspace administrator activates the dialer and can assign numbers to team members. Each rep can set a callback number so incoming calls to their assigned numbers reach them on another phone.Activate the dialer
1
Open dialer settings
Go to Settings → Dialer.
If your workspace has not activated calling, Unify displays the activation
screen.
2
Review the terms and activate
Review the displayed voice-service terms, accept them, and click
Activate. The phone-number and calling settings become available.
Add and assign phone numbers
Check Your numbers for a number already assigned to you. Administrators can also review All workspace numbers, using its filters to find numbers by assignee or location. To add a number:1
Open the number selector
Click Phone number. If you can assign numbers to other users, choose the
rep who will use the number.
2
Choose an available number
Choose the country and use the available filters to find a number. For US
numbers, you can search by area code or state.Review the allowance and any recurring credit cost before adding a number.
See Dialer pricing.
3
Add the number
Click Add next to the number you want. Once added, the number appears in
the assigned user’s list of numbers.
Set a forwarding number
Use Callback number to choose where you receive calls when a prospect calls your assigned Unify number back. For example, you can forward callbacks to your mobile phone.1
Enter your callback number
In dialer settings, click Add phone number in the callback section.
Choose the country code and enter the number where you want to receive calls.
2
Save the number
Click Save. Your callback number appears in the settings, where you can
edit or remove it later.