This guide takes an owner or admin from a brand-new workspace to a phone system your whole team can use. Work through the steps in order. Still choosing a plan? The UCaaS plans and per-user pricing page lists what each tier includes.
intSignal creates your workspace and invites its first owner. If you haven't received your invitation, contact your intSignal account team.
1. Sign in and secure your account
- Open the invitation email, select Set your password within 30 minutes, and choose a strong password.
- Sign in at connect.intsignal.com.
- Select your email address at the bottom of the sidebar, and under Security turn on two-factor authentication. Save your recovery codes.
See Sign-in & two-factor authentication.
2. Start your texting registration early
US carriers review businesses before their texts are delivered, and review takes time, so start now.
Go to Admin → Settings → Settings, switch to Advanced, open Company info, fill in your company's details, and select Submit for verification. intSignal completes the carrier registration. See Register your business for texting.
3. Invite your team
In Admin → Settings → Settings → People & Phones → Users, enter each person's email address, choose a role, and select Invite.
- Owner or Admin for the people who'll manage the phone system. Have at least two owners.
- Member for everyone else.
See Users & roles.
4. Create extensions
An extension is a person's internal number and phone line, for example 101 for reception.
Plan your numbering
Choose a simple scheme, such as 100s for the office and 200s for the field team. Extension numbers are 2 to 6 digits. Avoid 600, 911 and 933, which have special meanings.
Add each extension
In People & Phones → Extensions, enter the Extension number and an optional Label (the person's name or role), then select Add extension.
Check the direct number
Each new extension is given its own direct phone number automatically. It's used as the caller ID for 911 calls. Expand the extension to see it.
See Extensions & devices.
5. Assign people to extensions
Expand each extension and choose the person in User (web phone). That person's browser phone now uses this extension.
6. Apply your configuration
Select Apply Configuration in the bar at the top of Settings. Call-routing changes, including new extensions, reach your phone system when you apply them. See Applying changes & change history.
7. Confirm 911 addresses
Nobody can make calls or send texts until the 911 address for their extension is confirmed. Incoming calls still ring.
- Each person confirms their own location. The first time their browser phone connects, Set up your 911 location opens by itself. It takes about a minute. Ask everyone to do this on their first day.
- Owners and admins can track progress on each extension, and add office addresses under Settings & Compliance → E911.
8. Route your main number
Decide what happens when customers call your main number.
- Simplest: in Numbers & Routing → Phone numbers, set Routes to extension for the number, for example to reception, and apply.
- A greeting and a menu ("press 1 for sales"): create an auto attendant, then send your number to it during opening hours with business hours.
- Ring several people at once: create a ring group.
- Let the AI answer: set up an AI receptionist and choose it in the number's AI receptionist column.
The Visual Flow builder shows your whole routing on one screen and checks it for loops and dead ends.
9. Test everything
Check your audio
In your browser phone, dial *43 for an echo test. You'll hear yourself back.
Call a colleague
Dial another extension and check that you hear each other clearly.
Call in from outside
From a mobile phone, call your main number. Check you hear the right greeting, that menu options go to the right place, and that unanswered calls reach voicemail.
Call out
Call your mobile from the browser phone and check the caller ID it shows.
Send a text
Once your texting registration is complete, text a mobile phone from Messages and reply to it.
10. Finish the details
- Recording: choose whether calls are recorded. See Call recording & call logs.
- Voicemail greetings: ask everyone to set theirs. See Voicemail.
- Contacts: import your customer list. See Contacts.
- Branding: add your logo and colors. See Branding.
- Holidays: add the days you're closed. See Business hours, holidays & time conditions.
Tell your team where to start
Share The browser phone and Finding your way around with everyone before their first day on the new system.