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When to use this

You are setting up Phone Agent for the first time.
You need to provision or connect a phone number for Orsola-managed call workflows.

Steps

Open Phone Agent.
Complete phone verification if required.
Select or provision an available phone number.
Confirm call summary and notification settings.
Run a small test to confirm the setup works before relying on it.

What happens next

Orsola is connected to the phone number and ready to capture, summarize, and surface call-related events through notifications and result cards.

Common problems

No phone number available for your region or plan
Verification fails or times out
Call results are missing after setup
Notification settings are not matching expectations