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Add a Phone Number

Adding a phone number to a contact lets Loquent identify the caller automatically. When a call comes in from a linked number, the agent greets the caller by name and has access to their contact history.

Open a contact’s details page and click + Add Phone.

Add phone form inline in the Phone Numbers section with Phone Number field, Label field, Preferred checkbox, and Cancel and Add buttons

Fill in the form:

FieldRequiredDescription
Phone NumberYesE.164 format — include the country code (e.g. +12125550100)
LabelNoA label to identify the number, e.g. Mobile, Work, Home
PreferredNoMark this as the primary number for this contact

Click Add to save the number.

A contact can have multiple phone numbers. The Preferred checkbox marks one as the primary number. When Loquent needs to reference the contact’s number (for example in call logs), it uses the preferred one.

On the Contact Details page, expand the phone number row and click Remove.