Navigating the Numbers List View
Talkdesk Numbers UI is designed to simplify phone number management through enhanced navigation, advanced filtering options, and improved functionality. This guide provides step-by-step instructions to help you navigate and use theinterface efficiently.
Accessing the Numbers UI
To begin using the enhanced Numbers UI:
- Go to Admin in your Talkdesk application.
- Click on Numbers from the left-hand navigation panel.
Navigating the Numbers List View
The Numbers page displays a table listing all phone numbers associated with your account.
2.1 Key Columns:
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Country
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Location
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Origin
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Type (Local, Toll-free, Mobile)
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Capabilities (Voice, SMS)
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Queues (formerly Ring Groups)
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Friendly Name
- Assigned Product
You can now easily filter numbers using the filters at the top or side of the table.
2.2 To Filter Numbers:
- Use the filters panel to filter by:
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Country
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Location
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Origin
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Queues
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Friendly Name
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Product Assignment
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Country
- Select one or multiple filters as needed.
2.3 Identifying Special Numbers
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Newly added numbers are marked with a "NEW" tag.
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Dedicated lines are labeled clearly with the agent name.
- BYOC (Bring Your Own Carrier) numbers are now visible in the list.
To learn more, see the Dedicated Lines Documentation
2.4 Editing or Deleting Numbers
2.4.1 To Edit a Number’s Settings:
- Click on the number you want to edit.
- Update Friendly Name, Routing Settings, or Queue Assignment.
2.4.2 To Delete a Number:
- In the list view, find the number you want to remove.
- Click the Trash Bin icon or More Options (⋮) > Delete.
- Confirm deletion.
2.5 Queue:
Queues allow you to group phone numbers by team, department, or workflow, making it easier to manage large-scale routing setups across your organization.
Key Enhancements:
- A Queues column in the Numbers table displays which queue each number is assigned to.
- Use the Queues filter in the sidebar to quickly locate numbers by queue/team.
- No need to open individual number settings to view queue associations—everything is visible in the list view.
To learn more, see the Queues Management Documentation
Purchasing Phone Numbers
The updated purchase flow allows you to buy new phone numbers easily.
To Purchase a Number:
- Go to Admin > Numbers.
- Click Buy Numbers.
- Select a Country, Number Type (Local, Toll-free, Mobile), and enter specific Area Code or digits.
- Click Search.
- Review results and click Buy this number.
- After purchase, you’ll be redirected to the configuration screen.
To learn more, see the Purchase Flow Documentation
Porting Numbers
You can now initiate number porting directly from the UI.
To Port a Number:
- Go to Admin > Numbers.
- Click Port Number in the top-right corner.
- Follow the on-screen instructions to upload documents and submit your request.
Managing Dedicated Lines
Dedicated Lines allow you to assign a number directly to an agent.
To Assign a Dedicated Line:
- Navigate to Admin > Numbers.
- Click on an existing number or purchase a new one.
- Under Classic Settings, check Assign to agent.
- Choose the agent from the dropdown.
Note: This feature is only available for accounts with Classic Inbound Routing enabled.
Managing Number Permissions
Talkdesk now supports role-based permissions for phone numbers.
To Set Permissions:
- Go to Admin > Roles and Permissions.
- Choose a role or create a new custom role.
- Under Numbers, assign permissions:
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View
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Edit Settings
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Buy
- Delete
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View
The UI will only display actions that the user’s role is permitted to perform.
To learn more, see the Number Permissions Documentation
For further support, visit the Help section in the Numbers UI or contact Talkdesk support.