Phone numbers, Power Dialer, and outreach
Buy and set up phone numbers, choose how calls are answered, run browser calling sessions with cost review before each call, and check phone safety.
This guide covers the calling side of Chat & Voice: buying a number, deciding who answers it, making calls from your browser with the Power Dialer, and keeping an eye on phone safety. It's for workspace admins setting up phones and for teammates who make calls.
To send text messages from a US local number, you also need carrier registration. See A2P 10DLC registration.
Before you begin
- Plan: Chat & Voice requires a paid plan.
- Role: only workspace admins and owners can buy numbers. Changing call setup and assigning agents needs Chat & Voice edit access.
- Credits: numbers, calls, and texts use workspace credits. Number setup and the first month are charged at purchase, then renew monthly. Call usage is billed separately. See Workspace billing and usage.
- Where you call: numbers can be bought in the United States, Canada, Australia, and Thailand. The Power Dialer can call the US, Canada, and the UK.
- A microphone and a current Chrome browser for browser calls.
Buy a phone number
- Open Chat & Voice → Phone Numbers and select Buy a Number. If the tab is greyed out, you'll see Only admins and owners can buy phone numbers.
- Under Find your next number, choose a Country.
- Enter an area code, city, or state or province. Or select Random to let Spacebrain pick a local area with numbers available.
- Choose a Number type: All types, Local, or Toll-Free.
- Select Search Numbers. Results show Phone Number, Estimated due today, and Monthly renewal.
- Select Review next to the number you want.
- In Review your number, check Setup fee, First month, and Estimated due today. Optionally add a Name (optional), such as "Vancouver sales".
- Select Buy with credits.
Some numbers need extra details for local rules. The button then reads Add registration details. Fill in Complete the required information (for example, a business address or a document), then select Save & review purchase. Saving doesn't buy the number; you review the price again first.
What you should see
A banner shows the number as Purchased, with the credits charged and your remaining balance. Select Set up number to decide how incoming calls are handled.
If it says Awaiting confirmation, the provider is still confirming. Do not buy the number again. Check Active Numbers for the result.
Using your own phone provider
Built-in numbers are handy for getting started and testing. For long-term use, you may prefer a SIP provider such as Twilio, which gives you more control over setup and regional rules.
Choose how incoming calls are answered
Open Chat & Voice → Phone Numbers. The Active Numbers tab lists each number with Incoming calls, Status, and Monthly cost.
| Status | Meaning |
|---|---|
| Ready | Something answers this number. |
| Needs setup | Nothing answers yet. |
| Paused | Calls aren't handled. May be because renewal credits ran out. |
| Inactive | The number isn't active. |
To set it up, select Call setup on the number. Pick one option in Incoming calls, then Save:
- AI agent answers – your assigned voice agent picks up.
- Forward to my phone – rings your real phone. Enter the number in Forward to (E.164), for example +15551234567. If nobody answers in about 25 seconds, your missed-call automations can text the caller back.
- Missed-call capture (keep your number) – keep advertising your existing number. Your carrier sends only the calls you miss to Spacebrain, where each becomes a lead and gets a text back. Spacebrain shows the dial codes to turn carrier forwarding on and off on your phone.
To choose the agent, select Assign to agent or Change agent, pick one under Select agent, and select Assign. Assigning an agent keeps any forwarding or missed-call setting you already have.
Other actions in the … menu:
- Pause number / Resume number.
- Unassign agent – the agent stops answering this number. This doesn't release the number or cancel its monthly billing.
If a number shows Paused because renewal credits ran out., select Add credits, then refresh once renewal restores it.
Make calls with the Power Dialer
The Power Dialer lets you call through a list one contact at a time from your browser, taking notes as you go.
Set up a session
Open Chat & Voice → Power Dialer.
- Set up your session: add a Session name (optional) and choose Call from. Only active, unpaused numbers are listed.
- Build your call list: choose a Voice audience (optional), paste numbers, or both. Put one number per line with the country code, up to 500. Select Review numbers to see which are ready, duplicated, or need fixing.
- Capture the conversation: manual notes and outcomes are always saved. Tick Add AI transcripts and summaries if you want AI notes. You must then also tick I have the consent required to record these calls.
- In Ready when you are, select Test microphone, then Start calling.
Recording consent is your responsibility
Ticking the consent box records that you have the consent needed. Recording and consent rules differ by place. Spacebrain can't tell you what applies to your calls.
Review the cost before each call
In many workspaces, each browser call is funded before it's dialed. When that applies:
- The status shows Review call cost.
- A message explains how many credits the call reserves, for a maximum of 5 minutes. Unused credits return after the provider confirms the call.
- Select Accept and call to dial, or Skip this contact to move on.
Because you confirm each call, Automatically call next after saving is turned off in this mode.
The same review appears when you select Call now on a CRM record: choose Accept and call or Skip call.
During and after a call
- Use Mute / Unmute and End call.
- In Notes & outcome, type in Call notes, then choose an outcome: Connected, Voicemail, No answer, Busy, Wrong number, or Do not call. Choosing an outcome saves your notes.
- Do not call removes that contact from future dialer lists.
- Select Call next contact when you're ready.
- Pause & leave keeps the session for later. End session skips the remaining contacts and can't be resumed.
Past sessions appear under Recent sessions with Review and Resume. Call activity lists outcomes and notes, and Export CSV downloads them.
Check phone safety
A Phone safety & health card appears on Phone Numbers, Power Dialer, and Messaging Compliance. It shows:
- Registration – how many carrier-ready texting campaigns you have.
- Service connection – whether texting and calling are enabled for your workspace.
- Delivery health – recent confirmed outcomes.
If there's a hold, new activity may be paused. Buying credits or adding a number doesn't remove a safety hold. Select Review safety and funding to see details on Messaging Compliance.
Workspace admins and owners can also select Pause activity to stop new messaging or calling for the whole workspace or one number, Lower safety limits, or Request review on a hold. Requesting a review doesn't resume activity by itself.
Outreach audiences and campaigns
- Chat & Voice → Audiences holds the CRM audiences you use for outbound calling and the Power Dialer.
- Chat & Voice → Campaigns is for planning and running outbound calling campaigns.
Before a first run, confirm where each contact came from, that they agreed to be contacted, their time zone, and that suppressed contacts are excluded. Start with a small list, and pause before editing a live campaign.
Recordings and analytics
- Chat & Voice → Recordings – review completed calls, transcripts, and outcomes.
- Chat & Voice → Analytics – usage and performance trends.
Limit who can download or share recordings. Review a mix of calls, including failures, opt-outs, and handoffs, not only the best ones. Reports can lag behind live activity.
If something goes wrong
| What you see | What to do |
|---|---|
| Only admins and owners can buy phone numbers | Ask a workspace admin or owner. |
| There are not enough credits for this purchase. | Add credits, then select Retry review. |
| Awaiting confirmation after buying | Don't buy again. Check Active Numbers later. |
| Number shows Needs setup | Open Call setup and choose who answers. |
| No numbers in Call from | You need an active, unpaused number. Select Get a number. |
| Allow microphone access in your browser settings… | Allow the microphone for Spacebrain, check your headset, then Test microphone. |
| This browser does not support the phone audio format. | Use the current version of Chrome. |
| This call was saved, but its charge failed. | Check your credit balance before dialing again. |
| Texts from a number don't send | Complete A2P 10DLC registration and activate the number. |
For more, see agents, calls, and messaging troubleshooting.
FAQ
Can I release a number from the Phone Numbers page?
No. You can pause a number or unassign its agent, but neither cancels monthly billing. If you no longer need a number, contact support to ask about your options.
Why do I have to accept every call?
When your workspace uses funded calling, each call reserves credits for up to 5 minutes before it's dialed. Unused credits return after the provider confirms the call. Confirming each call lets you see the cost first.
Does buying a number let me send texts?
Not to US numbers on its own. US business texting from a local number needs A2P 10DLC registration first.
You're responsible for compliance
Having a number or a successful call doesn't mean it was lawful. Check calling, recording, texting, consent, quiet-hours, and data-retention rules for every place you contact.
Next step
Connect a number to an agent: Build and operate an AI agent.
Next step
Keep moving
Open the relevant Spacebrain screen or contact support if you need help.
Last updated on
Configure in-call SMS actions
Let a voice agent text a caller a link or reference during a call, write safe instructions, and test consent, delivery, failures, and credits.
A2P 10DLC registration (Messaging Compliance)
Register your business and texting campaign for US A2P 10DLC, review the exact credit quote, fix rejections, and activate your numbers for SMS.