Phone Access: SMS and Direct PIN

Set up Phone Access

1. Confirm Phone Access is active in Billing or your trial.
2. Open Phone Access and create a private 6 to 12 digit PIN.
3. Save the approved caller ID and recording default used by automated phone paths.
4. Keep the PIN private. It cannot be recovered; rotate it when necessary.

SMS scheduling

• Send from your verified phone using the supported destination and optional schedule grammar shown in Phone Access.
• Use an organization selector when your verified phone belongs to more than one workspace.
• Every accepted or rejected command receives a protocol response. An accepted response includes a call reference and interpreted time.
• Use STATUS or CANCEL with the call reference shown in the response.

Direct PIN calling

• Call the platform number from your verified phone.
• Enter your private PIN and follow the destination prompts.
• Repeated wrong PIN attempts cause a lockout.
• The same caller-ID, recording, wallet, policy, and safety rules apply as other call paths.