Overview: Phone Services and Numbers

Managing business communication effectively is essential in today’s competitive landscape. The Phone Services and Phone Number Settings platform within Wind Solutions offers a centralized solution for purchasing, configuring, and optimizing phone numbers for seamless inbound and outbound communication. With features like call forwarding, Missed Call Textback, caller ID customization, voicemail settings, and regulatory compliance tools, this platform is tailored to meet diverse business needs.

Key Features

Make Calls

The Make Calls feature allows businesses to initiate outbound calls directly from the Wind Solutions platform. Using an intuitive interface, you can quickly dial numbers, manage your calling activity, and ensure consistent communication with your customers.

• Dialer Interface: The platform provides a simple, user-friendly keypad to input phone numbers for outbound calls. Select your desired number from which to place the call, ensuring brand consistency and familiarity for the recipient.
• Integration with Contacts: Save time by accessing stored contacts directly from the dialer, eliminating the need to input numbers manually.

This feature streamlines communication efforts, making it efficient and reliable for your business needs.

 

 

Manage Numbers

The Manage Numbers section allows businesses to easily purchase and configure new phone numbers for SMS and calls. This functionality includes the ability to create number pools specifically designed for lead tracking or to add verified caller IDs, ensuring consistency and professionalism in all communications. Forwarding options are available to guarantee that no calls are missed, allowing businesses to direct incoming calls to other numbers, such as personal or team lines. To streamline operations, businesses can also set default numbers for consistent use in outbound communication, simplifying processes and enhancing brand consistency.

 

 

Advanced Call Settings

Advanced Call Settings provide tools to improve call management and security. The Call Connect feature ensures that calls are only connected when the receiver confirms, adding a layer of intentionality and security to call handling. Whisper messages can be configured to alert team members about the source of incoming calls, providing important context for more effective and relevant responses. Additionally, call recording is available for quality assurance, training, and compliance purposes, with options to customize recording settings.

 

 

Trust Center

The Trust Center empowers businesses to establish trust and authenticity in their communications. CNAM registration allows businesses to display their name as the caller ID, improving brand recognition and increasing the likelihood that calls will be answered. Shaken/STIR verification protects against call spoofing by validating caller IDs, ensuring customers can trust the authenticity of incoming calls. These features collectively enhance the reputation and reliability of the business in the eyes of its customers. Note that for now the Trust Center is designed for the US Market, but is also useful for Users outside of the US.

 

 

Messaging Analytics

The Messaging Analytics feature provides detailed insights into messaging performance, enabling businesses to optimize their communication strategies. Through this feature, businesses can track the delivery of messages, including sent, delivered, and undelivered statuses, along with error rates. These analytics help identify areas for improvement and ensure that communication efforts remain effective and aligned with customer needs.

 

 

Advanced Settings (Missed Call Textback)

Advanced Settings offer additional tools to enhance communication and operational efficiency. The Number Intelligence feature validates unknown phone numbers, detects spam calls, and improves call handling through automated insights. Voice Intelligence enables call transcription, turning recorded conversations into actionable insights for business growth. Voicemail and missed call textback settings allow businesses to customize voicemail messages and automate text responses to missed calls, ensuring that no customer interaction is left unaddressed. These features collectively enhance the communication experience for both businesses and their customers.

 

 

Navigate and Use the Phone Services / Phone Numbers

Make Calls

The Phone Services interface in Wind Solutions is designed to provide seamless navigation and functionality for managing calls. You can initiate calls from anywhere within Wind Solutions by selecting the green call icon at the top right. This feature ensures that your communication workflow remains organized and efficient. Note that you need a configured Phone Number in your sub-account to make and receive Calls - more further down.

Making calls within Wind Solutions is straightforward. By clicking on the dial icon, you can either enter a phone number manually or search for an existing contact from your list. The system automatically displays the selected caller ID for outbound calls, ensuring brand consistency.

When calling an existing contact, their name will appear during the call, and you can access their details directly by clicking on their name. This feature streamlines customer interactions and ensures you have all necessary information at your fingertips.

Wind Solutions supports advanced call handling features, including blind transfers and warm transfers. The blind transfer option allows you to forward a call directly to another number or contact without prior communication.

Warm transfers, on the other hand, enable you to place the current call on hold and speak to the recipient before merging the calls together. These features are designed to provide flexibility and professionalism in managing complex communication scenarios.

To ensure smooth call operations, the Wind Solutions platform requires appropriate browser permissions. This includes granting access to the microphone for outbound and inbound calls. You can manage these settings under the browser's site permissions menu. Adjusting these configurations ensures that your hardware is fully functional and compatible with the platform, preventing technical interruptions during calls.

Phone Number Settings

To access the phone number management system in Wind Solutions, navigate to the left sidebar and click on Settings. Under the Settings menu, locate the Phone Numbers option. This section allows you to manage all aspects of your business communication, including the addition, configuration, and analysis of phone numbers.

Manage Numbers

The Manage Numbers tab in the Phone Numbers Settings enables you to oversee your existing phone numbers or add new ones. By selecting the + Add Number button, you can choose to add a new phone number for SMS and calls, create a number pool for lead tracking, or add a verified caller ID for caller ID masking. This streamlined interface provides businesses with the flexibility to customize their communication setup according to their needs.

Manage Numbers Tab

The Manage Numbers Tab provides a centralized location to oversee your phone numbers, number pools, and verified caller IDs. From this interface, users can easily add new numbers for calls and SMS, set up number pools to enhance lead tracking, and configure verified caller IDs to maintain a professional image. With a streamlined view, you can monitor the configuration and status of each number to ensure optimal performance and organization.

Phone Numbers

The Phone Numbers section within the Manage Numbers tab lists all the registered phone numbers for your account. Each number is displayed alongside its friendly name, forwarding number, and other relevant details. By selecting the options menu for a specific number, you can view its information, configure advanced settings, set it as the default number for outbound calls, or delete it if no longer needed.

Number Info

The Number Info screen provides detailed information about a specific phone number. Here, you can view its friendly name, purchase date, phone number type, and current capabilities (e.g., voice or SMS). This feature ensures that you have a clear overview of the functionality and purpose of each number in your account.

 

 

Set as Default Number

The Set as Default Number option allows users to designate a specific number as the primary option for outbound communication within a sub-account. This ensures consistent branding and simplifies the calling process by automatically using the selected number for calls and messages. Note that you can only set a number as default if there are more than on numbers configured.

 

 

Edit Configuration

The Edit Configuration interface allows users to customize the settings for individual numbers. 

The settings include:

1: Name your Number

This section allows you to assign a recognizable and meaningful name to your phone number. By naming your number, you can easily identify its purpose, such as for sales, support, or specific campaigns. This is particularly useful when managing multiple numbers in the system.

2: Pass called number as Caller ID

If this feature is left unchecked, the system will display the phone number of the incoming caller. By activating this option, the system will display the number you assigned as the Caller ID. This is helpful for knowing which number was dialed by the caller, especially when using the number for specific campaigns or sub-accounts.

3: Forward Calls to

This feature enables seamless call forwarding. Enter the desired number where calls should be forwarded. This ensures that all incoming calls are directed to a preferred device or team member, minimizing missed opportunities.

4: Use your verified Number as callerID for outbound calls

By activating this option, you can ensure that your verified number appears as the Caller ID to recipients during outbound calls. This builds trust and brand consistency, as the recipient will see your verified number instead of an unrecognized one.

5: Enable Call connect Feature

This feature requires the receiver of an inbound call to press a key to accept the connection. By enabling it, you can enhance call reporting accuracy and avoid false connections, such as calls answered by voicemail systems. This is especially useful for managing call statuses within the CRM and automating responses based on connection status.

6: Whisper Message

The Whisper Message is an audio notification played to the receiver of an inbound call when the Call Connect feature is enabled. This message can include information such as "Call from [source]" or other personalized identifiers. It helps provide context to the receiver before connecting the call.

7: Call Recording

This powerful feature allows you to record calls for quality assurance, training, or compliance purposes. Recordings are saved directly into the conversation stream alongside other communication records like emails and messages. Ensure that callers are notified if call recording laws in your jurisdiction require it.

8: Incoming call timeout

This setting determines how long an inbound call will ring before being forwarded to voicemail or dropped. Scenarios include: allowing the call to reach personal voicemail, sending the call to a pre-recorded message in the CRM, or routing the call directly to a voicemail box. Adjust this setting based on your preference for call handling.

9: Outgoing call timeout

This setting controls the duration an outbound call will ring before being disconnected. Setting an appropriate timeout, such as 30 seconds, improves the chances of reaching a lead or customer while reducing delays in campaigns or outbound communication workflows.

10: Ring Incoming Call to selected Users

This feature ensures that incoming calls are routed to selected team members within your sub-account. All selected users' phones will ring simultaneously until the call is picked up or the timeout expires. This increases the chances of answering calls, especially when some team members may be unavailable.

 

 

Delete

The Delete function enables users to remove a phone number from the system. This option is useful for maintaining an organized account by deactivating numbers that are no longer in use or relevant to the business.

 

 

More about Setting up a Phone Number below in the according headline.

 

 

Number Pools

The "Number Pools" section allows users to manage groups of phone numbers for specific campaigns or tracking purposes. By organizing multiple numbers into a pool, you can streamline lead tracking and assign numbers dynamically to improve efficiency. Within this interface, you can view key details such as the pool name, visitor source, number of tracking numbers, and their status. To make changes, click on the settings icon next to the pool to configure options like forwarding calls, activating call recording, or setting whisper messages. This functionality ensures that businesses can optimize their phone systems for marketing and customer service.

The configuration page for a number pool provides a variety of customization options to suit your business needs. You can assign a name to the pool for easy identification and set a forwarding number to redirect all calls received by numbers in this pool. Additional features include enabling or disabling the pool, activating call recording for quality assurance, and configuring whisper messages to inform users about the call's source. You can also adjust incoming and outgoing call timeouts to control the call flow and ensure that calls are either answered or routed to voicemail promptly. This flexible setup enables efficient call handling for targeted campaigns or specific departments.

The Number Pools feature includes a dynamic number swapping functionality that enhances call tracking capabilities. By integrating a specific tracking code into your funnel or website, the system dynamically replaces displayed phone numbers with unique tracking numbers from your pool. This process allows for precise attribution of incoming calls to specific marketing campaigns or visitor actions. When a lead visits your designated landing page, the embedded tracking script detects the source and swaps the displayed number accordingly. This dynamic number insertion ensures that each visitor sees a unique number, enabling accurate tracking of their journey and interactions. Implementing this functionality provides valuable insights into the effectiveness of your marketing efforts and helps optimize strategies based on detailed call data.

More about Setting up a Number Pool below in the according headline.

 

 

Verified Caller IDs

The "Verified Caller IDs" section enables businesses to ensure the authenticity of outbound calls. This feature allows you to link and verify your business's phone numbers for consistent branding and credibility. Verified Caller IDs ensure that recipients see your business name and number, increasing trust and recognition during communications. You can add and manage verified numbers in this section, which provides a streamlined view of caller ID details such as the number and associated name. Use this feature to maintain professional communication standards and enhance customer relationships.

More about Setting up Verified Caller ID below in the according headline.

 

 

 

 

Regulatory Bundle/Address

In the Regulatory Bundle/Address tab, you can manage compliance with local telecommunications regulations. This section is crucial when purchasing or using phone numbers in specific countries, as it ensures adherence to legal requirements. Here, you can add or validate your business addresses and regulatory bundles, keeping your setup operational and compliant.

Regulatory Bundle/Address Tab

The Regulatory Bundle/Address Tab is a critical feature for ensuring compliance with telecommunication regulations, especially for accounts outside the USA and Canada. Regulatory bundles and addresses are industry-standard practices designed to improve the telephone experience by verifying the legitimacy of users and their locations. In this tab, you can view, manage, and validate your registered addresses and bundles for specific phone numbers. It is highly recommended to complete the regulatory bundle/address registration to ensure uninterrupted services and comply with local requirements.

Address Bundle

The Address Bundle allows you to register and verify your business address to comply with telecommunication requirements. This process involves entering accurate business details such as the friendly name, customer name, and address information (including state, postal code, and country). Once submitted, these details are validated, ensuring that your phone number complies with local regulations. This is especially crucial for businesses operating in regions that enforce strict telecommunication policies.

 

 

Regulatory Bundle

The Regulatory Bundle focuses on verifying the end-user type and number type. When creating a regulatory bundle, you must select the country, end-user type, and the type of phone number (e.g., Local, Mobile, or Toll-Free). After selecting the options, you proceed to enter the required details such as the business name and contact information. This step ensures compliance with regional telecommunication regulations, helping to protect your business and enhance trustworthiness.

The Enter End User Information section is where you input specific details about the business or individual using the phone number. For businesses, you must provide the official business name along with the first and last names of the primary contact. This information ensures that the regulatory bundle is linked accurately to the correct user or entity, fulfilling all necessary compliance requirements.

 

 

You may be required to upload supporting documents as proof during the regulatory bundle or address registration process. These documents might include government-issued IDs, business registration certificates, utility bills, or other official paperwork that verifies your identity and address. Ensure all documents are accurate and up to date to avoid delays in the validation process.

 

 

Trust Center

The Trust Center tab is where you can enhance the credibility of your business communications. Features like CNAM Registration allow your business name to appear on caller IDs, improving brand recognition. Additionally, Shaken/STIR Verification ensures your calls are authenticated, protecting against spoofing and boosting customer trust in your communications.

Trust Center Tab

The Trust Center Tab is a crucial section designed to enhance the integrity and trustworthiness of your communication systems. It consolidates several key features under distinct tabs for managing SMS and voice-related functionalities. Note that for now the Trust Center is designed for the US Market, but is also useful for Users outside of the US.

Important Note: During the registration process for Trust Center features, such as A2P Messaging, CNAM, and Shaken/STIR, you may need to provide proof of documents. These documents typically include business registration details, tax identification numbers (EIN or DUNS), and other identity-verification records to confirm the legitimacy of your business. Ensure all submitted documents are accurate and match the information provided during registration to avoid delays or rejections.

Here’s a breakdown of its primary components:

A2P Wizard

The A2P Wizard simplifies the process of registering your messaging campaigns and brands for Application-to-Person (A2P) messaging. This is essential for sending verified messages to U.S. phone numbers and complying with regulations. By completing the registration, you ensure message delivery optimization and prevent unnecessary interruptions in SMS campaigns.

 

 

Brands (SMS)

The Brands (SMS) tab is an essential part of the A2P Wizard registration process, as it is where you manage your brand registration for Application-to-Person (A2P) messaging. A2P messaging is a requirement for businesses sending SMS messages to U.S. phone numbers using local or mobile numbers. By registering your brand, you comply with the 10DLC (10-Digit Long Code) regulations, which enhance message deliverability and trustworthiness.

To complete your brand registration:

1. Ensure your business name and tax details (EIN or DUNS) match official documents. This information is critical for identity verification.
2. Submit accurate data to avoid delays or rejections, as discrepancies could negatively impact the approval process.
3. Once approved, your brand will have a status listed in this tab, allowing you to proceed with campaign registration.

Proper brand registration ensures higher message throughput rates and fewer message delivery issues, especially for businesses heavily reliant on SMS communication.

 

 

Campaigns (SMS)

The Campaigns (SMS) tab is directly tied to your brand registration. Once your brand is approved via the A2P Wizard, you must create and register specific campaigns associated with that brand. Campaign registration defines the type of messages you send, whether for marketing, notifications, or customer service.

To register a campaign:

1. Select an approved brand and specify the campaign's purpose, use case (e.g., marketing or customer notifications), and sample messages.
2. Ensure the content and intent of your messages comply with A2P 10DLC best practices to avoid rejection. For instance, avoid prohibited content and ensure clear opt-in and opt-out mechanisms.
3. After approval, you can track your campaign's status, messaging throughput, and usage directly within this tab.

By aligning brands and campaigns with A2P regulations, your business ensures compliance while enjoying increased deliverability, reduced carrier filtering, and a seamless SMS communication experience.

 

 

Shaken/STIR (Voice)

The Shaken/STIR (Voice) section is dedicated to verifying your caller ID, thus protecting your phone numbers from spoofing. By enabling this feature, you increase answer rates and provide recipients with confidence in the legitimacy of your calls.

 

 

CNAM (Voice)

The CNAM (Voice) tab enables the display of your business name on caller IDs, enhancing brand recognition and improving call pickup rates. To activate this feature, ensure your business registration ID is valid and proceed with the provided registration process.

 

 

Voice Integrity (Voice)

Currently marked as "coming soon," the Voice Integrity (Voice) feature promises to further bolster the authenticity and security of your voice communications. Stay tuned for updates.

 

 

 

 

Messaging Analytics

The Messaging Analytics tab provides insights into your communication performance. Here, you can track metrics such as the number of messages sent, delivered, and undelivered, along with error rates. By analyzing this data, businesses can refine their messaging strategies and ensure maximum effectiveness in their communication efforts.

Messaging Analytics Tab

The Messaging Analytics Tab provides a comprehensive overview of your messaging activity, allowing you to track key performance metrics for your SMS campaigns. This dashboard displays a variety of insights, including the total number of messages sent, delivered, undelivered, and the overall error rate. Additional metrics such as messages received, skipped, opted-in, and opted-out are Coming Soon in future updates.

You can also filter the data by date range using the filters in the top-right corner to focus on specific timeframes. Each card on the analytics dashboard represents a distinct metric and can be clicked to access more detailed information about that specific category. For example, clicking the "Sent" or "Delivered" card will open a detailed messaging report as shown in the second image.

The Messaging Report offers a deeper look into the specific messages sent during the selected timeframe. This report includes details such as the recipient's name, phone number, message status, and the activity date. Each entry provides a clear breakdown of individual message delivery outcomes.

 

 

Advanced Settings

The Advanced Settings tab offers additional options to enhance your phone number setup. These include configuring voicemail and missed call textbacks, enabling call transcription for actionable insights, and validating phone numbers through Number Intelligence. This tab is designed for users who want to optimize their communication settings and gain deeper insights into their call and messaging activities.

Advanced Settings Tab

The Advanced Settings Tab provides a wide range of customizable features to enhance how you interact with your phone system. These include Number Intelligence, Voice Calls, Voicemail & Missed Call Textback, SMS Compliance, Messaging Limit, and Restriction History. Each subsection is designed to optimize communication, ensure compliance, and deliver insights for better business operations.

Number Intelligence

The Number Intelligence feature allows users to gather detailed information on unknown phone numbers before engaging with them. By enabling this option, the system can detect spam calls, identify the caller's location, and provide critical data such as the validity of the number. This enhances the ability to avoid unnecessary or fraudulent calls. 

The visualization here illustrates how incoming calls marked as potential spam are highlighted with critical warnings, empowering you to make informed decisions on whether to accept or decline.

 

 

Voice Calls

The Voice Calls section is divided into four features: Voice Intelligence, Inbound Call Management, Outbound Call Management and Call Recording.

Voice Intelligence offers automatic transcription of inbound and outbound calls, turning conversations into text for documentation or insights. This is particularly useful for identifying patterns or analyzing customer interactions.

Inbound Call Management enables forwarding calls to a designated business number or to specific users, ensuring no calls are missed. For organizations with multiple users, this can be configured to ring the assigned individual or general business line.

Outbound Call Management includes options like connecting with leads after a call recording message, streamlining communication with customers by minimizing delays.

Call Recording capabilities offer the option to automatically log conversations for quality assurance or training purposes. The feature allows you to enable settings to delete older recordings automatically, freeing up storage while retaining the most recent interactions. This is especially beneficial for maintaining compliance with data storage regulations and improving operational efficiency.

 

 

Voicemail & Missed Call Textback

This feature allows you to set up a customized voicemail message for calls that aren’t answered within a specified time. Additionally, the Missed Call Textback function ensures that leads or customers who call outside business hours automatically receive a text message acknowledging their call. Users can personalize the text to provide relevant information, ensuring continued engagement.

 

 

SMS Compliance

SMS Compliance tools make it easy to ensure that your messages adhere to regulatory standards. You can customize opt-out messages (e.g., "Reply STOP to unsubscribe") and add sender identification (e.g., "Thanks, [Your Business Name]"). These features build trust with recipients and reduce the risk of regulatory violations.

 

 

Messaging Limit

Messaging limits ensure a gradual ramp-up in SMS volume, helping you build a reliable sender reputation. Starting with a daily limit of 100 messages, businesses can progress to higher thresholds by consistently utilizing their full capacity. The system monitors activity to increase limits while maintaining compliance, which is critical for businesses scaling their outreach.

 

 

Restriction History

The Restriction History section provides a log of any restrictions applied to your messaging activities. It identifies the type and reason for restrictions, such as opt-out rates exceeding acceptable limits. This transparency helps businesses pinpoint and resolve issues quickly, maintaining seamless communication while avoiding further penalties.

 

 

 

 

Setting up a new Phone Number

To set up a new phone number, navigate to the Manage Numbers tab in your phone system dashboard. Here, you will see three options under the Add Number dropdown menu:

• Add Phone Number: Use this for SMS and calls.
• Add Number Pool: Ideal for lead tracking with multiple numbers.
• Add Verified Caller ID: Useful for masking caller IDs during outbound calls.

Add Phone Number

After selecting "Add Phone Number," you’ll be presented with a list of numbers to choose from. Filter results by country, capabilities (SMS, MMS, Voice), and number type (Local, Mobile, Toll-Free) to find the perfect fit for your needs. The cost and address requirements for each number will also be displayed.

Filtering Options: Click the "Filter" button to refine your search based on provider, number digits, and specific capabilities.

Selecting a Number: Once you select a number, proceed by clicking Proceed to Buy.

Once you’ve selected a number:

1. Confirm the chosen country and number type.
2. If applicable, provide a regulatory address or bundle. For instance, certain countries like Austria require regulatory compliance through document submission.
3. Complete the purchase and set up your number for immediate use.

Setup Address Bundle / Regulatory Bundle

If your selected number requires an Address Bundle or Regulatory Bundle, additional steps will be needed. Provide business details such as:

• Friendly Name and Customer Name.
• Address, including city, state, and postal code.

You may also need to upload supporting documents like passports or business registration papers to complete the process.

Ensure all fields are accurately filled out before submitting. Refresh the page to view updated compliance status.

By following these steps, you’ll successfully integrate and configure a new phone number tailored to your communication needs.

Address Bundle

 

 

Regulatory Bundle

 

 

 

 

Add Number Pools

This section enables you to set up tracking numbers to monitor your campaigns or visitor activities. You can create numbers that align with specific marketing efforts or visitor interactions on your website. Choose "Marketing Campaign" to track all calls related to a single campaign or "Visitor Activity" to monitor behaviors linked to PPC keywords, website interactions, and more.

Marketing Campaign

For marketing campaigns, you can track specific types of visitors, such as "All Visitors," "Search," or those linked to specific landing pages. Selecting the tracking options allows you to fine-tune the scope of your monitoring based on your campaign goals. Once chosen, you can proceed to create your pool of numbers. (Same Process as “Add a Phone Number”)

 

 

Visitors Activity

Visitor Activity tracking enables you to target and monitor specific types of visitors such as PPC users, landing page visitors, or organic traffic. By setting this up, you can correlate calls to particular online behaviors for better insights.

 

 

Add Verified Caller IDs

You can add an external number as a verified caller ID by entering your number and completing the verification process. This step ensures that calls can display your desired number as the caller ID.

Once the number is submitted, a verification call will be initiated. Answer the call and provide the given 6-digit code via the Number Block to confirm the number's ownership.

Use your Verified Caller ID Number

After verification, navigate to the Manage Numbers tab, select the phone number, and enable the Use Verified Number as Caller ID option. This configuration allows outbound calls to display your external verified number, enhancing brand consistency and credibility.

Best Practices

Effective phone service management enhances customer engagement, ensures regulatory compliance, and optimizes communication strategies. Below is a consolidated guide combining best practices:

Optimize Call Settings

• Call Connect Feature: Enable this feature to ensure meaningful call engagement by requiring recipients to press a key to confirm the connection.
• Voicemail Timeout: Configure voicemail timeout to a reasonable duration (e.g., 60 seconds) to manage caller expectations and minimize missed opportunities.
• Missed Call Textback Feature: Activate missed call textback to automatically send SMS to customers when a call is missed. Customize the message to address the customer’s needs promptly, enhancing customer satisfaction.

Regulatory Compliance

• Keep Business Information Updated: Ensure all regulatory addresses and required information are up-to-date in the Regulatory Bundle/Address section to avoid service disruptions.
• Document Submission: Be prepared to provide proof of documents, such as passports or business licenses, during the setup process for regulatory compliance.

Enhance Trust

• Register for CNAM: Display your business name as the Caller ID to enhance credibility and improve call answer rates.
• Shaken/STIR Registration: Boost call success rates by reducing spam call labels and ensuring your calls are authenticated and recognized as legitimate.

Leverage Analytics

• Review Messaging Analytics: Regularly analyze messaging analytics to identify patterns in SMS delivery, error rates, and opt-outs. Use the data to optimize communication strategies and resolve issues quickly.
• Detailed Reports: Click on specific analytics cards to view message logs and detailed activity, helping you pinpoint potential problems and make informed decisions.

Enable Intelligence Features

• Number Intelligence: Use this feature to identify spam calls, check the validity of unknown numbers, and improve call handling efficiency.
• Voice Intelligence: Enable call transcription for inbound and outbound recorded calls to uncover valuable business insights.

Utilize Verified Caller IDs

• Verification Process: Add and verify your external business or personal numbers as Caller IDs to enhance the professionalism of your outbound calls.
• Usage in Outbound Calls: Set verified Caller IDs to display your trusted number during outbound calls for better recognition and trust.

Leverage Number Pools for Campaigns and Tracking

• Marketing Campaign Tracking: Use single or multiple tracking numbers to monitor campaign performance and track calls based on visitor activity, such as Google Ads or specific landing pages.
• Pool Size Optimization: Adjust your number pool size based on peak traffic to ensure adequate coverage during high-traffic periods.

Ensure SMS Compliance

• Add Opt-Out Options: Include opt-out instructions such as "Reply STOP to unsubscribe" in your SMS messages to comply with regulations.
• Sender Information: Add sender details to provide transparency and legitimacy in your SMS communications.

Monitor Restriction History

• Regularly review the Restriction History section to identify and resolve issues related to high opt-out or error rates, ensuring uninterrupted messaging services.

By incorporating these best practices, you can create a reliable, compliant, and efficient phone communication system that strengthens customer relationships and drives business success.

FAQ

Conclusion

The Phone Services tool from Wind Solutions equips businesses with a comprehensive toolkit to manage communication effectively. From purchasing and configuring phone numbers to leveraging advanced call and messaging features, the platform simplifies and enhances your communication strategy. By adhering to best practices and utilizing advanced tools like CNAM, Shaken/STIR, and analytics, businesses can establish trust, maintain compliance, and improve engagement with their customers.