> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up phone and SMS

> Verify a Trellis phone connection with safe call and text tests

## 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.

## 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.

## Connect and test

<Steps>
  <Step title="Open the phone integration">
    Go to **Settings > Integrations > Phone & SMS**.
  </Step>

  <Step title="Review the number and capabilities">
    Confirm the displayed number and whether your workspace is set up for calls,
    texts, or both.
  </Step>

  <Step title="Run one inbound text test">
    Send a short message from the team-owned phone. Confirm the conversation
    appears in **Inbox** with the expected number.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review before any outbound test">
    Check the recipient, number, content, and approval state. Send only when a
    manager has approved the test.
  </Step>
</Steps>

## 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.

## 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.

## Common problems

<AccordionGroup>
  <Accordion title="Texts work but calls do not">
    Review the capabilities shown for the number. A workspace may be configured
    for only some phone features.
  </Accordion>

  <Accordion title="The test conversation is missing">
    Clear Inbox filters, confirm the destination number, and refresh once.
  </Accordion>

  <Accordion title="The wrong number appears">
    Stop testing and ask an admin to review the phone integration before anyone
    sends a message.
  </Accordion>
</AccordionGroup>

## Related articles

* [Inbox](/platform/inbox)
* [Outbound messages](/platform/outbound)
* [Troubleshooting](/platform/troubleshooting)