How to add a VoIP phone number to your AMS+ account

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

This article explains how to add a VoIP phone number to your AMS+ account. VoIP numbers are required to use AMS+ call and text features.

For more on VoIP setup, including training and related resources, see this feature overview.

Requirements

• Your agency's AMS+ account must be subscribed to the Elevate package.
• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Manage Users permission.

Find and add a VoIP phone number

Each AMS+ account includes one free local phone number. You can use this number to test texting and call features.

If you're satisfied with the functionality, you can purchase additional local or toll-free numbers through AMS+ or port an existing number from another provider. Learn more about the porting process.

Note: Our VoIP platform is powered by Twilio.

To add a phone number:

Go to My Agency Settings.

Find and open the Phone Dialer & Call Queues setting.

Select the Phone Numbers tab.

Search for a number by:

• Area Code, Region, or Contains — avoid searching by more than one of these criteria at a time
• Toll-Free 800 numbers (not text-enabled due to regulatory restrictions)

Choose a number and complete the purchase.

If no numbers appear, try a different area code or check back later. AMS+ uses Twilio to power its VoIP platform, and availability depends on Twilio's inventory, which updates regularly.

Set up the number

Once you've purchased a number, complete setup by adding greetings and routing settings:

• Set the welcome message
• Set the voicemail message
• (Optional) Assign users and ring groups

Legacy components

The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.

Legacy components in this section:

• Sales Enablement Visible permission — accounts using Sales Records

Sales Enablement Visible permission

To access Phone Dialer & Call Queues settings, you must be assigned to a Security Group with the Sales Enablement Visible permission in addition to Manage Users.