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.

Important

Slate Voice is an Early Access Feature and is not yet a default for all provisioned instances of Slate.

To enable Slate Voice:

  1. Select Database on the top navigation bar and select Configuration Keys.
  2. In the Database Configuration section, select Early Access Features.
  3. From the list, select Slate Voice.
  4. Select Save*.

*Changes to configuration keys may take up to 15 minutes to be reflected across all web nodes.

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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