Use this article to set up and manage your phone channel in Intercom Phone — from enabling Messenger calls and provisioning phone numbers, to configuring call routing, voicemail, recording consent, and workspace-level settings like blocked numbers, wrap up time, user identity matching, and setting up a custom outbound caller ID.
You also have the option to provision a phone number so teammates can make and receive phone calls straight from the Inbox. This can be done using your existing number or by adding new phone numbers to your workspace.
How to set up Messenger calls
Go to Settings > Channels > Phone to turn on Messenger calls.
Note:
To set up Intercom Phone on your workspace, you need "Can manage workspace data" permission.
Messenger calls use a Messenger app. If your workspace hasn’t used Messenger apps and your website that hosts the Intercom Messenger sends CSP (Content Security Policy) headers, you’ll need to add intercom-sheets.com to
frame-srcdirective of the CSP header. Learn more.
You’re now ready to start using Messenger voice, video and screen sharing! 👌 Learn how to make Messenger calls from the Inbox.
If you don’t want to make or receive phone calls from the Inbox, you don’t need to set up anything else. Setting up recordings and transcripts is also optional.
How to set up inbound and outbound phone calls
How to port your existing phone number
If you’d like to keep your existing phone number, you can!
To do so, head over to Settings > Channels > Phone and under Phone calls, click Port existing phone number, shown in the Phone calls section below.
Note:
This porting flow is for phone calls. SMS number porting is also supported, but requires porting as a Phone number and then enabling for SMS.
Only for specific number types per country - learn more about setting up SMS here.
You will then be prompted to enter the following information before the number is checked for portability:
Once this is done, you'll need to enter details regarding your phone number with the current provider and select your preferred porting date.
We’ll also need to collect some additional information from you to allow us to port your number.
Before porting a number:
We only support porting phone numbers in countries that we have native support for. See restrictions on porting here.
From your set porting date it takes a week for most phone numbers. Some numbers can take 6 or more weeks if additional documents are required. During this process, consider forwarding calls from your current provider to a phone number in Intercom Phone for a smooth transition, you can do this after submitting the port request.
Once a porting date is set, changing it can be difficult and cause potential issues. Don't initiate ports until you are ready.
You'll need to message your current provider to ask them to approve the transfer.
How to bulk port phone numbers
You can port multiple numbers at once, which will save you time and streamline your setup process. To do so, head over to Settings > Channels > Phone and under Phone calls, click Port multiple phone numbers, shown in the Phone calls section below.
To port your existing phone numbers in bulk, a window will appear where you can enter the numbers you’d like to transfer. In the field labeled Phone numbers to port ?, simply type each number you want to port, separating them with commas.
Be sure to use E.164 format (international phone number standard: + followed by country code and subscriber number, e.g. +15551234567) for each number (for example: +15551234567, +15551234568, +15551234569). This ensures your numbers are recognized and processed correctly.
Once you've entered your numbers, click Validate. The system will then show you a validation summary. This will display "Valid phone numbers" that are ready to proceed, and any "Unsupported phone numbers."
How to add a new phone number
If you want to use Intercom Phone with a new number, go to Settings > Channels > Phone and open the Phone calls section. Then click + New phone number.
You must have a physical address in the same state/region/country as the number you are applying for or porting in.
It's not possible to freely choose any number from Twilio's full inventory. Twilio is the telephony provider that powers Intercom Phone.
The interface only shows a limited, live sample of available numbers, and neither Intercom nor Twilio can access or display the entire global list. The available numbers change constantly as they’re bought and released by customers worldwide.
Note: It's not possible to use third-party carriers or externally purchased numbers for phone calls in Intercom. All phone numbers must be provisioned or ported directly through Intercom Phone.
How to select a country and number type
Select the country and number type.
Note:
Porting of toll-free numbers in France is currently not supported. However we do support toll-free numbers purchasing.
Porting of phone numbers in Poland is currently not supported by Twilio. However, Polish phone numbers can be provisioned (purchased) through Intercom.
Porting and provisioning (purchasing) of phone numbers in Japan is not supported due to legal and regulatory requirements.
Local - Local numbers are numbers which are tied to a specific geographic region.
Toll free - Toll free numbers are numbers which businesses use to cover the cost of calls for their customers.
Mobile - Mobile numbers are often the only phone number type in a country that can be used for both phone calls and messages.
How to complete business information
Depending on your selection, you may need to add addresses and other information to meet regulatory requirements for that country.
Some numbers require you to upload a regulatory bundle before proceeding to the next step. Where regulatory bundles are required, you’ll see the option to select or add a new bundle from the dropdown menu.
How to choose a phone number
Choose a number by simply selecting one from the list of options. You can enter the starting numbers to filter by a specific area code, and click See more numbers to show alternative options.
Once you’ve selected your new phone number, click Activate number.
There's no way to change the phone number we provide.
Phone number masking is currently not supported.
How to purchase a phone number
The number types offered are private, meaning that the numbers are not available via an API.
You will see a ‘Create purchase request’ button to begin the purchasing process and a ticket will be created with our team where you can track the process of your request.
How to configure phone number settings
After you’ve ported an existing number into Intercom, or activated a new number, you’ll need to configure the phone number settings found in Settings > Channels > Phone under Phone calls (scroll across to the end of the row).
Give the phone number a name. This name is internal only (not visible to customers) and teammates will be able to select it when they’re making a phone call from the Inbox.
How to configure outbound call settings
Choose whether this number should have inbound and outbound capabilities by toggling these options on:
Outbound phone calls - allows teammates to place phone calls to a customer’s phone number from the Inbox.
Default outbound number - Set this number as the default for outbound calls across your workspace. Teammates can override this with their own default in the dialer.
Use default outbound number for callbacks - Enable this in Phone Settings to apply the same outbound number cascade to callbacks. When enabled, callbacks use the teammate's personal default number first, then the workspace default, then the original conversation number. When disabled, callbacks always go out from the number the customer originally called.
Note: Outbound numbers must be entered in full E.164 format (e.g. +441234567890). E.164 numbers start with a +, followed by the country code (1–3 digits) and the national number — up to 15 digits in total.
Using local dialing patterns or invalid country codes will cause calls to fail.
How to configure outbound CSAT
Each phone number can independently opt in or out of post-call CSAT (Customer Satisfaction score) surveys, overriding the workspace default. Find this toggle in the Outbound calls section when editing a phone number.
CSAT message — the prompt the customer hears after the call ends. Leave blank to use the workspace default message.
Spoken language — the text-to-speech language for the CSAT prompt. Leave blank to use the workspace default language.
Note: New numbers inherit the workspace CSAT setting. Once you manually change a number's toggle, it holds that value independently and no longer follows the workspace default. See CSAT for outbound calls for full details and troubleshooting.
How to configure the welcome greeting
If you turn on Inbound phone calls, you’ll have the option to enter a welcome greeting. This message will be played when a customer calls the number, before they are routed to the configured workflow or team.
How to configure call routing
Select how you want calls to this phone number to be routed:
Configure with a workflow (you'll set this up later).
Assign to a specific team.
Assign to Workspace (all available teammates).
Notes:
If you’re on the Essential plan, you’ll only be able to assign to workspace (all available teammates).
For Phone Workflows, call assignments use Balanced Assignment (calls route to the teammate with the fewest active conversations), not Round Robin (which cycles through teammates in a fixed order regardless of workload).
How to set the language for Fin and workflows
Fin will speak in the language you select for this phone number. Workflows will also read messages in this language.
How to configure recording consent
If you want to collect GDPR (General Data Protection Regulation)-compliant recording consent for inbound and outbound calls on this number, enable the Recording consent prompt.
In the unified Recording consent section, you can:
Enable the consent toggle for inbound, outbound, or both.
Enter a custom Consent message for each direction, or upload a custom audio file to replace the text-to-speech prompt.
Note: Recording consent is configured per phone number, not globally. For inbound calls, after 3 failed or timed-out attempts, the call ends. For outbound calls, if there's no response within 20 seconds, the call connects without recording and the outcome is logged as Declined (no response). See Call recordings and transcripts for full details.
How to configure voicemail settings
When using the "Configure with a workflow" routing option, voicemail greetings and triggers will need to be set up within a "When a customer calls" workflow as detailed in the When a customer calls article.
For the remaining routing options - "Assign to..." and "Assign to Workspace" - you can set up voicemail for those instances where teammates are unavailable. Voicemails will appear in the inbox just like recordings and transcripts for completed calls.
Simply select “Go to voicemail when teammates are unavailable to take a call” and provide a voicemail greeting which will be played when a customer is transferred to voicemail.
Then decide when voicemail should be triggered:
Out of office hours
When queue is longer than (x) calls
When there are no teammates to take the call
Once you’ve finished configuring the phone number settings, click Save changes.
All saved phone numbers will be shown in the Settings > Phone > Phone calls section. You can edit phone number settings any time by clicking on the Edit icon next to a number.
How to assign phone numbers to brands
If your workspace uses multiple brands, you can assign phone numbers to specific brands so that inbound calls and SMS to those numbers are automatically tagged with the correct brand — enabling brand-specific routing, reporting, and Fin responses.
To assign a phone number to a brand:
Go to Settings > Workspace > Brands and select the brand you want to edit.
In the Phone numbers section of the sidebar, click the picker to open the dropdown.
Use the Calling and SMS filter toggles to narrow the list by channel type, or search by name or number.
Select one or more numbers, then click Save.
Note:
The phone number picker only appears on custom (non-default) brands. Unassigned numbers implicitly belong to the default brand.
Only active, unassigned numbers appear — numbers already assigned to another brand are hidden.
A number can only be assigned to one brand at a time.
If a number supports both calling and SMS, assigning it to a brand applies to both channels.
When a brand is deleted, its assigned numbers return to the default brand pool.
How to set up a custom caller ID
Custom outbound caller ID in Intercom Phone lets your workspace display a verified business phone number to customers on outbound calls, instead of the default Intercom-assigned number. More of your calls get answered because customers recognize the number.
Note: Custom caller ID is available on all plans and applies to outbound phone calls only. It isn't applicable to Fin Standalone.
How to add and verify a caller ID
Go to Settings > Channels > Phone and open the Caller ID section.
Click Add caller ID, enter a phone number and a friendly name, then click Verify.
Twilio places a verification call to the number you entered. Answer the call and enter the code provided.
The number moves to Verified status and is ready to connect to a phone line.
Caller IDs have three verification states:
Pending — the verification call has been placed and is awaiting confirmation.
Verified — successfully verified and ready to connect to a phone line.
Failed — verification unsuccessful. Delete the entry and re-add it to try again.
Note: Verified is a terminal state — a verified caller ID can't be edited in place. To change a verified number, delete the entry and re-add it.
How to connect a caller ID to a phone line
Verifying a caller ID doesn't activate it — you must connect it to a phone line for it to take effect on outbound calls.
A single verified caller ID can be connected to multiple phone lines.
Each phone line can only have one caller ID at a time. Connecting a second caller ID to a line replaces the first.
Caller ID is configured on the line in advance — teammates can't choose a caller ID at call time.
Important: If your verified caller ID is a number domestic to Austria, Belgium, Switzerland, Czech Republic, Finland, Greece, Ireland, Norway, or Sweden, outbound calls to those countries will be blocked entirely — there's no fallback to the Intercom-assigned number. To make calls to these destinations, disconnect the caller ID from the line by selecting No Caller ID.
Note: Calls reporting continues to use the Intercom-assigned number, not your custom caller ID. Your business number will not appear as the from-number in call analytics or reports.
How to delete a caller ID
Deleting a caller ID removes it from all connected phone lines and revokes it at Twilio. If Twilio revocation fails, the delete is aborted and no changes are made.
How to block a phone number
If you want to block a phone number, you can add it to the Blocked numbers section of your workspace:
Go to Settings > Channels > Phone and open the Phone calls section.
Below "Blocked numbers" click on Edit blocked numbers and a pop up will appear for you to add the phone number.
If you want to unblock the number again, you can click the unblock icon to the right of the number's row in the Blocked numbers table. This will remove the number from the list and it will be able to make inbound calls again.
Blocked callers are immediately disconnected — the call ends as soon as it connects to Intercom. They won't hear a ring or be placed in a queue.
How to configure wrap up time
If you’d like to give teammates time to wrap up after a call before they can receive another call, go to Settings > Channels > Phone and open the Phone calls section.
Go to Settings > Channels > Phone and open the Phone calls section.
Select the checkbox under Wrap up time.
Set the duration in seconds or minutes.
Click Update to save your changes.
While on wrap up time, the teammate status will be updated to Away with reason: “Call wrap up”. Teammates will see a banner message from the Inbox saying they’re on wrap up time. They can select Switch to active and end early if they wish.
Note: This wrap-up time setting applies to phone only. A separate wrap-up time feature is available for chat and email, configured under Settings > Inbox > Assignments > Workload management. Unlike phone wrap-up, chat and email wrap-up keeps teammates Available — their status doesn't change to Away.
How to enable call listening
The Listen in on calls setting allows teammates with the relevant role permission to silently listen in on live calls without interrupting the teammate handling the call or the customer.
Two steps are required to enable call listening in Intercom Phone:
Go to Settings > Channels > Phone and toggle on Listen in on calls.
Assign the Can listen on calls permission to the relevant teammate at Settings > Teammates > Edit > Inbox > Phone.
Once in listening mode, you can also coach your teammate privately or join the call as an active participant. See Call listening for full details on both features.
How to route unassigned calls
When a caller hangs up before being connected to a teammate, their conversation stays open in your inbox by default. The Route unassigned calls setting automatically routes these calls to a specific team so no customer call gets missed.
Go to Settings > Channels > Phone and toggle on Route unassigned calls. You can optionally select a specific team to receive these calls — if no team is selected, calls route to the workspace.
How to enable Route unassigned calls
Go to Settings > Channels > Phone.
Scroll to the Route unassigned calls toggle and turn it on.
(Optional) Select a specific team to receive these calls. If no team is selected, calls route to the workspace.
Click Save changes.
Tip: Assigning unassigned calls to a dedicated team — like a phone support team — makes it easier to track missed calls and follow up quickly.
How to configure auto-close for abandoned calls
The Auto-close abandoned calls setting automatically closes conversations when a caller hangs up before connecting with a teammate. This keeps your inbox clear of abandoned calls that would otherwise stay open.
Go to Settings > Channels > Phone and toggle on Auto-close abandoned calls. This setting applies globally at the workspace level — it can't be configured per team or inbox.
A separate sub-setting, Auto-close Fin Voice escalated calls that abandoned the session before reaching a teammate, handles callers who escalated from Fin Voice but dropped off before a teammate connected.
How to enable auto answer
When Auto answer is enabled, incoming phone calls are connected automatically without a teammate needing to click Answer. Go to Settings > Channels > Phone and toggle on Auto answer.
How to enable team composition info
When enabled, the Team composition info setting adds a detailed breakdown to the conversation event log each time a call is assigned to a teammate. The breakdown shows:
Teammates who are away
Teammates who are available but not in the Inbox
Teammates who are available for calls
This helps with diagnosing call assignment issues and understanding team availability at the moment a call was assigned. Go to Settings > Channels > Phone and toggle on Team composition info.
How to configure user identity
To identify users based on their phone number for inbound calls, go to Settings > Channels > Phone and open the Phone calls section.
Then choose between:
Remember to click Update to save your changes.
If a User and Lead exist with the same phone number in your workspace, when they call, the last updated contact will be the account associated with the number.
How to submit a regulatory bundle
Many countries require approved regulatory information before it's possible to purchase a phone number. You'll need to submit a regulatory bundle and wait for approval before provisioning numbers in those countries. See the full list of countries and number types that require a bundle in the table below.
Each country has different requirements for you to complete. See Twilio’s guidance for specific requirements for each country.
Important: For Australia, you must create and submit an AU local regulatory bundle. The supporting documentation must match the authorized representative on the bundle. Ensuring this match is required for bundle approval — without it, your Australian phone numbers may become inactive.
Note: The following countries do not require a regulatory bundle: US, Canada, Peru, Puerto Rico, and Finland. Finland does require a Twilio address, but not a full regulatory bundle.
Country | Bundle required for |
Argentina | Local, Toll-Free |
Australia | Local, Toll-Free, Mobile |
Austria | Local, Toll-Free |
Belgium | Local, Toll-Free, Mobile |
Bulgaria | Local, Toll-Free |
Chile | Local, Toll-Free |
Colombia | Local, Toll-Free |
Czech Republic | Local, Toll-Free |
Denmark | Local |
France | Local, Toll-Free |
Germany | Local, Toll-Free, Mobile |
Greece | Toll-Free |
Hungary | Local, Toll-Free |
Ireland | Local, Toll-Free |
Italy | Local, Toll-Free |
Luxembourg | Local, Toll-Free |
Mexico | Local, Toll-Free |
Netherlands | Local |
New Zealand | Local |
Norway | Local, Toll-Free |
Poland | Local, Toll-Free |
Romania | Toll-Free |
Spain | Local, Toll-Free |
Sweden | Local |
Switzerland | Local |
United Kingdom | Local, Toll-Free, Mobile |
Where regulatory bundles are required, you’ll see the option to select or add a new bundle from the dropdown menu.
Give the regulatory bundle a friendly name, then click Next.
Add business information (e.g. name, address).
Now see the information required and acceptable supporting documents you’ll need to submit (e.g. proof of address). Click + Add supporting document to upload the required documents.
Once you’ve added all the necessary information, click Submit to send your regulatory bundle for approval and monitor the status.
Approval usually occurs within 2 business days and you’ll receive email notifications about status changes.
Once your local regulatory bundle has been approved, you can return to Phone settings to add a new phone number and select this bundle from the dropdown to move on to the next step.
Twilio may block outbound calls to countries classified as high risk. If this happens, reach out to our team to have that restriction lifted.
How to allow Twilio IP addresses through your firewall
You must allow all of Twilio's IP address ranges and ports on your firewall, otherwise, you can run into issues with audio not coming through for customers and teammates.
The full list of required IP address ranges and ports can be found in Twilio's documentation on IP addresses and ports.
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