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How to Set Up a Smart Number for an Agent
Upon your Bulk Smart Number order being configured, you’ll be able to assign Smart Numbers to your Agents. Follow the steps below to assign a Smart Number:
Login to kvCORE
Click on your Name at the top right corner of your Dashboard
Click on 'Phone'
Click the green '+Add Number' button
In the pop-up window that displays, select the desired Smart Number to be assigned
Select the desired Entity to assign the Smart Number to:
Company
Office
Team
User (Agent)
Select the name of the Agent in the ‘Owner’ dropdown
Forward Agent Replies to - here, you can enter a phone number to forward replies when Admins use the Smart Number to text Agents. Without a forwarding number errors may occur if Agents respond to an Admin text via the Smart Number.
Please note: You may click to enable call recordings for the specific Smart Number, however, please be aware that federal law requires consent for all calls being recorded. In some states, it is illegal to record calls without the consent of both parties. By checking the box, you assume full responsibility for compliance with state and federal laws.
After saving, the Smart Number is now ready for Agent use!
How to Set Up a Smart Number for a Team
Upon your Bulk Smart Number order being configured, you’ll be able to assign Smart Numbers to the Teams under your account. Follow the steps below to assign a Smart Number:
Login to kvCORE
Click on your name at the top right corner of your Dashboard
Click 'Phone'
Click the green '+Add Number' button
In the pop-up window that displays, select the desired Smart Number to be assigned
Select the desired Entity to assign the Smart Number to
Company
Office
Team
User (Agent)
Select the name of the Team in the ‘Owner’ dropdown
Select how you would like this number to be routed:
Forward to another number - the Smart Number will always be routed to the number you add here
Call specific agent - although the owner of the number will be the Team, the Smart Number will always be routed to a specific Agent
Rotate through all agents - the Smart Number will round-robin through all Agents within the Team
Forward Agent Replies to - here, you can enter a phone number to forward replies when Admins use the Smart Number to text Agents. Without a forwarding number errors may occur if Agents respond to an Admin text via the Smart Number.
Please Note: You may click to enable call recordings for the specific Smart Number, however, please be aware that federal law requires consent for all calls being recorded. In some states, it is illegal to record calls without the consent of both parties. By checking the box, you assume full responsibility for compliance with state and federal laws.
After saving, the Smart Number is now ready for Team use!
How to Set Up a Smart Number for an Office
Upon your Bulk Smart Number order being configured, you’ll be able to assign Smart Numbers to your Offices. Follow the steps below to assign a Smart Number:
Login to kvCORE
Click on your name at the top right corner of your Dashboard
Click 'Phone'
Click the green +'Add Number' button
In the pop-up window that displays, select the desired Smart Number to be assigned
Select the desired Entity to assign the Smart Number to
Company
Office
Team
User (Agent)
Select the name of the Office in the ‘Owner’ dropdown
Select how you would like this number to be routed:
Forward to another number - the Smart Number will always be routed to the number you add here
Call specific agent - although the owner of the number will be the Team, the Smart Number will always be routed to a specific Agent
Rotate through all agents - the Smart Number will round-robin through all Agents within the Office
Forward Agent Replies to - here, you can enter a phone number to forward replies when Admins use the Smart Number to text Agents. Without a forwarding number errors may occur if Agents respond to an Admin text via the Smart Number.
Please Note: You may click to enable call recordings for the specific Smart Number, however, please be aware that federal law requires consent for all calls being recorded. In some states, it is illegal to record calls without the consent of both parties. By checking the box, you assume full responsibility for compliance with state and federal laws.
After saving, the Smart Number is now ready for Office use!
How to Set Up a Smart Number for the Company
Upon your Bulk Smart Number order being configured, you’ll be able to assign Smart Numbers to the your Company. Follow the steps below to assign a Smart Number:
Login to kvCORE
Click on your name at the top right corner of your Dashboard
Click 'Phone'
Click the green '+Add Number' button
In the pop-up window that displays, select the desired Smart Number to be assigned
Select the desired Entity to assign the Smart Number to
Company
Office
Team
User (Agent)
Select how you would like this number to be routed:
Forward to another number - the Smart Number will always be routed to the number you add here
Call specific agent - although the owner of the number will be the Team, the Smart Number will always be routed to a specific Agent
Rotate through all agents - the Smart Number will round-robin through all Agents within the Company
Forward Agent Replies to - here, you can enter a phone number to forward replies when Admins use the Smart Number to text Agents. Without a forwarding number errors may occur if Agents respond to an Admin text via the Smart Number.
Please Note: You may click to enable call recordings for the specific Smart Number, however, please be aware that federal law requires consent for all calls being recorded. In some states, it is illegal to record calls without the consent of both parties. By checking the box, you assume full responsibility for compliance with state and federal laws.
After saving, the Smart Number is now ready for Company use!
How to Reassign a Smart Number
It’s possible that at some point you may need to reassign a Smart Number to a different entity. Doing so is easy!
Login to your account
Click your name in the top right corner
Select ‘Phone’
Find the number you would like to reassign
Click ‘Edit’ to the right of the number
Choose a new entity, routing, and number to forward Agent replies
Remember to click ‘Save’
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Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!