Order a phone number (Edify Console)

Edify Console > Numbers > Order a phone number (Edify Console)

This article explains how to order a new phone number in Edify Console.

In this article

Overview

As an Edify admin, you can order phone numbers for your business through Edify Console. There are many ways a phone number can be used to impact the efficiency of your business.

Phone numbers can be:

  • Assigned to a specific user or ring group

  • Routed to workflows to gather information from the caller

  • Routed directly to queues where agents manage the interactions

  • Routed directly to a chat channel for messaging

There are two main steps in the process for ordering new phone numbers for your business:

  1. Define specific configurations for the number(s) you need to order; like if you need specifically local or toll free numbers or, if you need numbers that require messaging capabilities or not.

  2. Select phone number(s) that you’d like to use from a list of available matches.

Read the subsections below to learn more about this process.

Visual breakdown

Define number configurations in the New Numbers container

Once you’ve started the process for ordering a new number in the Numbers workspace in Edify Console, you can use the fields in the New Numbers container to define specific parameters of the phone numbers you need to add to your business account.

You can complete as many or as few of the fields as you want before clicking the search button to generate a list of available numbers that match the set parameters.

  • Type (A): In the Type menu, you can define if you would like to order local numbers or toll free numbers.

    • Local Numbers - Local numbers reflect city specific area codes.

    • Toll free - Toll free numbers do not apply to a specific city and instead can be identified as ‘800’ numbers.

  • City (B): Use the City field when you’re ordering a local number. The City field is where you define which city you would like your local numbers to tie back to via area code. When completing this field, it is important to also complete the State field so the system can locate the correct available phone numbers. This field can’t be modified if you have selected toll free from the Type menu.

  • State (C): Use the State field when you’re ordering a local number within the United States. The State field is where you define which state that you would like your local numbers to tie back to via area code. When completing this field, it is useful to also complete the City field so the system can locate the correct available phone numbers, but is not required. This field can’t be modified if you have selected toll free from the type menu.

  • Country (D): Use the Country menu to define which country that you would like your phone numbers to tie back to; this is used for both local and toll free numbers. This menu is automatically set to ‘United States’ but can be changed to another country from the list. Setting this menu is a requirement and therefore it can only be modified, not cleared.

  • Prefix (E): Use the Prefix field when you’re ordering a local number. The Prefix field is where you define which specific area code you want for your local number. This narrows the returned list of phone numbers that are available to just the phone numbers for this area code. Completing this field is helpful when searching for numbers in a large city that is made up of multiple area codes. This field can’t be modified if you have selected toll free from the type menu.

  • Quantity of Numbers (F): Use the Quantity of Numbers field to define the number of phone numbers that you would like to populate in the Order Phone Numbers list below. Once you have completed the applicable fields in the New Numbers container, click ‘Search’ to generate the list. If you do not define a number in this field, the system populates a list of 20 phone numbers matching the other criteria defined in the New Numbers container.

  • Feature (G): Use the Feature toggle to define if you want or do not want to have text messaging capabilities for the phone numbers you are searching for.

  • Cancel (H): The Cancel button clears all data that has been entered or populated on the page and returns you to the numbers list view page.

  • Search (I): The Search button, when clicked, generates a list of phone numbers matching the criteria defined in the New Number container. The generated list populates in the Order Phone Numbers list below the search criteria.

Select phone numbers from the Order Phone Numbers list

Once you’ve initiated a search from the New Numbers container, the Order Phone Numbers list appears. This list displays the available numbers that match the parameters defined in the New Number container described in the section above.

From the Order Phone Numbers list, you can select the numbers you would like to add to your business. You can select numbers individually by marking each number’s checkbox or by clicking the Select All checkbox.

Once you’ve selected which numbers you would like to add to your business’ account, click the Order button to complete the process. Use the visual breakdown below to learn how to order new numbers to your business’ account.

  • Select All (A): Use the Select All checkbox to select all of the phone numbers populated in the list to then be ordered and assigned to your business’ account.

  • Select Number (B): Use the Select Number checkbox to individually select which of the phone numbers in the list that you would like to order and assign to your business’ account.

  • Phone Number (C): The Phone Number column displays the available phone numbers that match the criteria defined in the New Numbers container.

  • City (D): The City column displays the city tied to the phone numbers matching the criteria defined in the New Numbers container.

  • State (E): The State column displays the state (United States) tied to the phone numbers matching the criteria defined in the New Numbers container.

  • Country (F): The Country column displays the country tied to the phone numbers matching the criteria defined in the New Numbers container.

  • Features (G): The Features column displays the phone number’s capabilities, including if the selected phone number is able to manage voice calls, text messages, and/or multi-media messages.

Steps

1. Log into Edify Console at console.edify.cx.

2. Navigate to Numbers > Phone Numbers.

3. Click the Order Number button in the top-right corner of the screen.

4. The New Numbers search form appears after clicking the Order Number button.

5. Fill out the New Numbers form. The criteria you put into this form will be used to find available numbers that meet your requirements.

6. Once you've filled out the form, click the blue Search button in the bottom-right corner of the New Numbers container.

7. Once you click the Search button, results will populate in the list below.

8. Use the check boxes to the left of each number row to choose the numbers you want to order.

9. Once you've selected one or more numbers, a blue Order button will appear to the top-right of the search results.

10. Click the Order button to order the phone number.

11. After you click the Order button, a success screen should appear to indicate that the number was successfully ordered.