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What this helps you do

Set up the phone and text capabilities available in your workspace, then verify that your team can find the resulting activity in Trellis.

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Before you start

  • Ask an admin which number should be used.
  • Review the call and text options shown on the integration page.
  • Use a team-owned test phone. Do not test with a guest.
  • Confirm your local consent, recording, and messaging requirements.

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Connect and test

1

Open the phone integration

Go to Settings > Integrations > Phone & SMS.
2

Review the number and capabilities

Confirm the displayed number and whether your workspace is set up for calls, texts, or both.
3

Run one inbound text test

Send a short message from the team-owned phone. Confirm the conversation appears in Inbox with the expected number.
4

Run a call test when calls are enabled

Place a short test call. Confirm the call activity appears where your team expects it. Do not record or contact anyone outside the test.
5

Review before any outbound test

Check the recipient, number, content, and approval state. Send only when a manager has approved the test.

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How to check it worked

  • The expected number and capabilities appear in the integration.
  • The inbound text appears once in Inbox.
  • Enabled call activity appears with the correct test number.
  • Teammates with the right access can review the activity.

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Recover a disconnected number

Open Settings > Integrations > Phone & SMS and review the displayed status. Ask an admin to follow the reconnect steps. Run one inbound test after recovery. Do not repeat outbound calls or texts while the delivery result is unknown.

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Common problems

Review the capabilities shown for the number. A workspace may be configured for only some phone features.
Clear Inbox filters, confirm the destination number, and refresh once.
Stop testing and ask an admin to review the phone integration before anyone sends a message.