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Phone Numbers in Meetzy

Each Meetzy agent needs at least one phone number to:
  • Receive inbound calls
  • Make outbound calls
  • Identify itself (caller ID)
Phone numbers are exclusive resources. Each number can only be assigned to one agent at a time.

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Phone Number Types

Meetzy supports two types of phone numbers for your agents:

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Twilio Phone Numbers

Standard phone numbers managed through your Twilio account:
  • Automatically provisioned and configured
  • Support both inbound and outbound calls
  • Can be swapped and reassigned automatically
  • Managed through Meetzy’s interface

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Verified Caller IDs

Client-owned phone numbers verified for outbound calling:
  • Numbers you already own and want to use as caller ID
  • Must be verified through Twilio’s verification process
  • Appear with a special verification badge in the interface
  • Cannot be swapped automatically (manual process required)
Caller IDs are for outbound calling only and cannot be automatically rotated like Twilio numbers. They require manual management for spam protection.

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Visual Identification

In the Meetzy interface, you can distinguish between phone number types:
Verified Caller IDs show verification status badges (pending, verified, disabled) to help you track their state.

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Outbound Numbers Panel

Every agent in the Advanced Editor now includes an Outbound numbers panel in the left sidebar. This panel shows, in one place, exactly which numbers the agent calls from and lets you manage them without leaving the editor.

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The Rotation List

The panel displays the numbers currently in rotation for the agent — the ones it actually uses to place outbound calls:
  • Each number shows its E.164 format, a type badge (e.g. 400, mobile, landline) and, when applicable, a “Line” tag for Twilio numbers.
  • Numbers marked Temporary use come from Meetzy’s shared 400 pool and may be rotated out automatically.
  • If a number is also used by other agents, you’ll see a note like “Also used by 2 other agents”.
  • A single status banner at the top summarizes the agent’s calling behavior in plain language, for example:
    • 🟢 “Calls only from 400 numbers”
    • ⚪ “Calls from the numbers below. When you add a 400 number, it calls only from 400 numbers.”
    • 🔴 “This agent can’t make calls yet. Add at least one 400 number.”
You don’t choose the call type manually anymore — it’s inferred from the list. As soon as the agent has at least one 400 number in rotation, it automatically switches to calling only from 400 numbers.

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Adding Caller IDs

The Add numbers button opens a picker with the Caller IDs available for the agent’s account:
1

Click Add numbers

Open the picker from the Outbound numbers panel.
2

Select available numbers

Check one or more available Caller IDs from the list. Unavailable numbers are shown separately with the reason they can’t be added yet.
3

Confirm

The selected numbers are added to the rotation immediately, and the panel reflects the new status banner.
Only Caller IDs appear in this picker. Purchased lines (Twilio numbers) are managed from the agent’s phone number configuration, not from this panel.

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Copying Numbers to Other Agents

Use Copy to other agents to quickly replicate this agent’s numbers across your account:
1

Click Copy to other agents

This opens a list of other agents in the same account, each showing their current number count and whether they already have a 400 number.
2

Select target agents

Choose one or more agents to receive this agent’s numbers.
3

Confirm copy

The system attempts to add the numbers to each selected agent and reports the result per agent: added, no changes needed, not allowed, or an error.
Copying numbers may change the calling behavior of the target agent if it introduces a 400 number for the first time — the target agent will then also call only from 400 numbers.

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Verifying Your Own Number

If you want to use a number you already own (such as your office line) as a caller ID, use Add your own number. Meetzy verifies ownership with a short phone call:
1

Open the verification form

Click Add your own number in the Outbound numbers panel.
2

Enter the phone number

Type the number you own, in international format (e.g. +34910000000), and optionally give it a friendly name.
3

Request the call

Click Call me with the code. Meetzy places a call to that number.
4

Answer and enter the code

Answer the call and type the 6-digit code shown on screen using your keypad.
5

Confirm verification

Once the code is entered correctly, the number is verified and, if possible, assigned to the agent automatically.
400 numbers can’t receive this verification call. If you need a 400 number added, open a request to the Meetzy team instead of using self-verification.
If the verified number can’t be assigned to this specific agent (for example, due to account rules), it still becomes available for your other agents and the panel will explain why.

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Account-Wide “Only 400 Numbers” Toggle

The Meetzy team has access to an account-level switch called only 400 numbers. When enabled for an account:
  • All agents in that account are forced to call only from 400 numbers, regardless of their individual rotation.
  • This is reflected in the status banner and overrides the per-agent behavior.
  • It’s intended for accounts that require strict compliance with landline-only outbound calling policies.
This toggle is managed internally by the Meetzy team and is not available for self-service in the client dashboard. If your account needs this setting, contact Meetzy support.

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Multi-Subaccount Phone Number Management

Meetzy now supports managing phone numbers across multiple Twilio subaccounts with enhanced assignment states and improved management features.

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Assignment States

Phone numbers can have three distinct assignment states:

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Subaccount Credentials Management

Each Twilio subaccount can have its own set of credentials configured independently:
Your primary Twilio account with full management capabilities
To fully manage phone numbers in a subaccount, you need to configure the subaccount credentials in your settings.

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Twilio Subaccount Navigation

The phone numbers interface includes a tabbed navigation system to manage numbers across different Twilio subaccounts:

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How to Navigate Between Subaccounts

1

View Available Subaccounts

Look for the tab interface at the top of the phone numbers page.
2

Select Subaccount

Click on any tab to switch to that subaccount’s phone numbers.
3

Wait for Loading

The system will load numbers for the selected subaccount automatically.
4

Check Credential Status

Look for the credential status badge on each subaccount tab.
Phone numbers are cached per subaccount to improve performance when switching between tabs.

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Enhanced Phone Number Filtering

The interface provides several filtering options to help you manage large numbers of phone numbers:

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Filter Options

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Visual Status Indicators

Each phone number displays color-coded status indicators based on the new assignment states:
  • 🟢 Green: Fully assigned and active
  • 🟡 Yellow: Partially assigned or pending
  • ⚪ Gray: Unassigned and available

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Direct Agent Assignment System

The new assignment system allows you to directly assign phone numbers to agents with improved feedback:
1

Locate Available Number

Find an unassigned number in the list.
2

Click Assign

Click the “Assign” button next to the phone number.
3

Select Agent

Choose an agent from the dropdown list of available agents.
4

Confirm Assignment

Click confirm to complete the assignment with automatic state updates.

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Assignment Process

When you assign a number:
  1. The number’s status changes to assigned
  2. The agent’s configuration is updated
  3. The cache is refreshed for real-time updates
  4. Assignment status is reflected across all relevant interfaces
Once assigned directly, the number will become unavailable for other agents until reassigned, reset, or returned.

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Advanced Number Management Operations

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Reset Numbers

The reset function allows you to clear a number’s configuration while keeping it in your account:
1

Select Number to Reset

Find the phone number you want to reset.
2

Click Reset

Use the reset option in the number’s actions menu.
3

Confirm Reset

Confirm the reset operation - this will clear webhooks and assignments.
4

Verify Status

The number will return to unassigned status and be available for new assignments.

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Return Numbers

The return function removes numbers from your account completely:
1

Select Number to Return

Find the phone number you want to return to Twilio’s pool.
2

Click Return

Use the return option in the number’s actions menu.
3

Confirm Return

Confirm the return operation - this action cannot be undone.
4

Number Released

The number is returned to Twilio and removed from your account.
Returned numbers cannot be recovered. They may be assigned to other customers.

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Assign a Number When Creating an Agent

When creating a new agent in the Advanced Editor:
  1. Go to the Settings section (Cog icon)
  2. Find the Phone Number field
  3. Select an available number from the dropdown

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If No Numbers Are Available

If the dropdown is empty, you’ll see a message:
Options:
  • Release a number from another agent
  • Reset unused numbers
  • Request new numbers via the “Request more numbers” link

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View Assigned Numbers

Once assigned, the number appears in read-only mode:
The phone number cannot be changed directly once assigned. To change it, use the Swap function from Phone Health.

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Caller ID Management

Verified Caller IDs provide additional flexibility for outbound calling with your own phone numbers.

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Adding a Caller ID

1

Navigate to Agent Settings

Open the agent configuration in the Advanced Editor.
2

Add Caller ID

In the Caller IDs section, enter your phone number.
3

Start Verification

Twilio will initiate the verification process.
4

Complete Verification

Follow the verification steps provided by Twilio.
You can also start this same verification flow directly from the Outbound numbers panel using Add your own number. See Verifying Your Own Number above for the step-by-step call-and-code process.

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Caller ID Limitations

Verified Caller IDs have specific limitations compared to Twilio numbers:
  • Cannot be automatically swapped for spam protection
  • Require manual management if flagged
  • Only support outbound calls as caller ID
  • Must be verified through Twilio’s process

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Managing Caller ID Status

Caller IDs can have different verification states:

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Multiple Numbers per Agent

An agent can have multiple assigned numbers. This is useful for:
  • Volume distribution: Reduce spam risk
  • Regional segmentation: Different numbers for different areas
  • Redundancy: Backup if a number has issues

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How Multiple Numbers Are Used

The number with the best Phone Health has priority for outbound calls.

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Swap Numbers

You can swap a problematic number for a new one from the Phone Health report:
1

Open Phone Health

Click the health indicator on the agent.
2

Identify the number

Find the number with Warning or Spam status.
3

Start Swap

Click the Swap button next to the number.
4

Confirm

The system shows the proposed new number. Confirm the swap.

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What Happens During a Swap

  1. Old number is unlinked and marked for return
  2. New number is assigned with assigned status
  3. Assignment states are updated in real-time
Only Twilio numbers can be swapped automatically. Verified Caller IDs must be managed manually.

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Disconnect a Number

To remove a number without replacing it:
  1. Open the Phone Health report
  2. Click Disconnect next to the number
  3. Confirm the disconnection
If you disconnect the agent’s only number, it won’t be able to make or receive calls until you assign another.

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Request New Numbers

To request additional numbers:
  1. In the Advanced Editor, Settings section
  2. Click “Request more numbers”
  3. You’ll be redirected to the request portal
New numbers are typically available within 24-48 hours.

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Supported Country Prefixes

Meetzy supports phone numbers in multiple countries:
Use local numbers from your customers’ country to increase answer rates. Customers are more likely to answer calls from local numbers.

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Best Practices

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Number Management Workflow

For efficient number management:
1

Regular Monitoring

Check assignment states regularly across all subaccounts.
2

Credential Management

Ensure all subaccounts have proper credentials configured.
3

Assignment Tracking

Use the new assignment states to track number utilization.
4

Cleanup Operations

Use reset and return functions to manage unused numbers.

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Number Rotation

For high-volume campaigns:
  1. Assign multiple numbers to the agent
  2. The system rotates automatically based on assignment status
  3. Monitor Phone Health regularly
  4. Swap numbers before they reach “Spam” status

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Caller ID Strategy

For verified Caller IDs:
  1. Use for brand recognition and customer trust
  2. Monitor spam reports manually
  3. Have backup Twilio numbers ready
  4. Keep verification status current

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Subaccount Organization

  • Use the main account for primary business numbers
  • Organize specialized campaigns in separate subaccounts
  • Apply consistent naming conventions across subaccounts
  • Configure credentials for full management capabilities
  • Regularly review and clean up unused numbers using reset/return functions

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FAQ

Twilio numbers are fully managed by Meetzy and can be automatically swapped. Verified Caller IDs are your own phone numbers that require verification and manual management.
No, verified Caller IDs cannot be swapped automatically like Twilio numbers. They require manual management if they become flagged for spam.
Caller IDs appear with a 🔒 lock icon and verification status badge, while Twilio numbers show standard management controls.
Reset clears a number’s configuration but keeps it in your account as unassigned. Return completely removes the number from your account and returns it to Twilio’s pool.
No, returned numbers cannot be recovered. They become available to other Twilio customers.
You can view phone numbers in unconfigured subaccounts but cannot perform management operations like assign, reset, or return.
Assignment states provide clear visibility into number utilization and help identify numbers that need attention or can be reset/returned.
Each number is exclusive to your account. It’s not shared between different Meetzy customers.
Yes, you can assign numbers from multiple countries to the same agent.
No, each subaccount maintains its own pool of phone numbers that cannot be shared with other subaccounts.
Numbers cannot be moved between subaccounts. You would need to return the number and request a new one in the target subaccount.
As soon as a 400 number is added to the agent’s rotation (either manually or by copying from another agent), the agent automatically switches to calling only from its 400 numbers. This is not a manual setting — it’s inferred from the numbers in the list.
No. 400 numbers cannot receive the verification call used for self-service numbers. To add a 400 number, open a request to the Meetzy team.
You can simply click Call me with the code again from the Outbound numbers panel to request a new call and code.
This setting is managed exclusively by the Meetzy team at the account level. It is not available as a self-service option in the client dashboard.
It can. If the copied numbers include a 400 number and the target agent didn’t have one before, that agent will also start calling only from 400 numbers.

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Next Steps

Phone Health

Monitor the health and reputation of your numbers.

Make Test Calls

Learn to test your agent with real calls.