Configuring Slate Voice Accounts

Slate Voice lets you place calls directly from a record, call list, or anywhere a phone number is available within Slate. Configure a Slate Voice account by associating an existing SMS/Voice number or providing a new phone number.

Associate Existing Numbers with Slate Voice

To associate an existing SMS/Voice number with Slate Voice:

  1. Select Database on the top navigation bar and select Deliver Configuration.
  2. From the list of accounts, select an existing number to associate. A dialog box appears.
  3. Select Save.

Add a New Slate Voice Account

To add a new Slate Voice account: 

  1. Select Database on the top navigation bar and select Deliver Configuration.
  2. Under Accounts, select Add Account.
  3. From the list, select SMS/Voice. 
    Note: If an SMS/Voice number already exists, additional numbers may be created at the cost of $1 per month (billed as 100 credits per month) each.
  4. Select Continue.
  5. Configure your phone number:
    • Country: Select your country from the list.
    • Contains Digits: Finds phone numbers that include a given sequence of digits. The sequence may appear in any part of the number, including the area code. 
    • Area Code: Finds numbers within a preferred area code.
    • Near ZIP Code: Attempts to locate phone numbers nearby desired 5-digit postal code. 
  6. Select Select.
  7. In the dialog box, enter 'CONFIRM'.
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