Team & Phone Numbers

About

The Team & Phone Numbers page is your central hub for managing who can access Goliath and how they communicate with leads and sellers. From this page, organization admins invite new team members with appropriate permissions, provision (purchase) phone numbers for outbound calling and texting, assign those numbers to users, and configure voicemail greetings. When a user has multiple assigned numbers, one is designated as the primary number—the default used for outbound calls and texts. This single page brings together user management, telecom provisioning, number assignment, and voicemail configuration, ensuring your team stays organized and every call is routed correctly.

Step-by-Step Guide

This guide is organized into four key workflows: inviting team members, provisioning phone numbers, assigning numbers and setting a primary, and managing voicemail greetings.

1. Inviting Team Members

1. Open the Team & Phone Numbers page

   Navigate to the Team & Phone Numbers page from your organization settings or main navigation. Only organization admins can invite new users.

2. Click Invite Member

   At the top of the page, click the Invite Member button to open the invitation dialog.

3. Enter email and assign a role

   Enter the new team member’s email address and choose a role: Admin or Member. Admins can invite and remove users, change billing, provision phone numbers, and edit organization settings. Members can use Goliath for daily deal work but cannot perform admin-gated actions. Click Send Invite to deliver the invitation by email.

4. Track pending invites

   Pending invites appear in the team table until the recipient accepts. Once accepted, the user gains access to Golioth with the assigned role.

2. Provisioning (Purchasing) Phone Numbers

1. Click Add Number or Add Phone Number

   From the Team & Phone Numbers page, click the Add Number (or Add Phone Number) button to open the provisioning flow. This action is admin-only.

2. Search for an available number

   Enter an area code or search for a specific prefix. Goliath queries available numbers from Twilio and displays a list of options, along with the monthly cost per number.

3. Select and confirm your number

   Choose a number from the list and click Confirm (or Purchase) to buy it. The newly provisioned number lands in the Unassigned pool, visible on the same page, and is ready to be assigned to a team member.

A2P 10DLC Registration Required for SMS

Before a newly provisioned number can send outbound text messages, your organization must complete Twilio’s A2P 10DLC brand and campaign registration. This is a US-carrier compliance requirement for application-to-person SMS. Outbound calling works immediately; SMS does not until A2P is approved (typically a few business days). A2P registration is managed from the Team & Phone Numbers page. See the Sending Text Messages article for full details.

3. Assigning Numbers and Setting a Primary

1. Open a user’s Manage Phone Sheet

   Click on a team member’s row in the table to open the Manage Phone Sheet for that user. (Alternatively, open the Unassigned Numbers sheet to assign a number from the pool directly.)

2. Assign a number from the unassigned pool

   In the Manage Phone Sheet, select a number from the unassigned pool and click Assign (or similar). The number is now assigned to that user. A single user can have multiple assigned numbers (e.g., a main pickup number, a marketing number, and a burner for a specific campaign).

3. Set a primary number

   When a user has more than one assigned number, designate one as the primary. The primary number is the default used for outbound calls and texts initiated from that user’s account (for example, when clicking Call or Text on a contact without specifying which number to use). If the user has only one number, it is automatically the primary. To change the primary, click Set Primary next to a different assigned number in the Manage Phone Sheet.

4. Managing Voicemail Greetings

1. Open the Manage Phone Sheet for the user and number

   Every assigned phone number should have a voicemail greeting that plays when callers reach the number outside working hours or when unanswered. In the Manage Phone Sheet, locate the number for which you want to configure voicemail.

2. Record or upload a voicemail greeting

   You have two options:

   • Record Voicemail: Click Record Voicemail to record a greeting in-browser using your microphone. The UI guides you through record → review → save. This is ideal for a personal greeting in the user’s own voice.
   • Upload Voicemail: Click Upload Voicemail to upload a pre-recorded audio file (WAV or MP3). This is useful when a professional voice-over has been produced externally, or when your team wants a consistent brand greeting across many numbers.

3. Preview and save

   Before saving, you can preview the greeting to ensure it sounds correct. Once saved, the greeting plays automatically for callers who reach voicemail. You can replace the greeting at any time by repeating this process.

Pro Tips

• Primary number confusion? Think of it this way: your primary is the number you dial out from by default. If you have a main number and a campaign burner, set the main as primary unless you want the burner to be your default caller ID.
• Unassigned pool visibility: The Unassigned Numbers sheet or drawer shows all numbers not yet attached to a user. Admins can assign from there or from a user’s Manage Phone sheet—whichever workflow feels faster.
• Voicemail + David AI: If you enable David AI Missed Call Assistant for a number, the AI agent handles missed calls instead of (or in addition to) a static voicemail. See the David AI article for details.
• Number porting: You can port an existing number from your current carrier into Goliath. Contact support to initiate a port request; the process typically takes a few business days.

Frequently Asked Questions

Q: How many phone numbers can a single user have?

There is no strict limit—a user can be assigned multiple numbers (e.g., a main line, a marketing line, and a campaign-specific burner). Billing scales per number, so each additional number incurs a monthly cost.

Q: What happens to assigned numbers when a user is removed from the organization?

When a user is removed, their assigned numbers return to the unassigned pool and can be re-assigned to another team member. No numbers are lost; they simply become available for reassignment.

Q: Can two users share one phone number?

No. Each phone number can only be assigned to one user at a time. However, you can configure inbound-routing rules (e.g., based on availability or time of day) to forward calls dynamically. Consult your admin or support for advanced routing setups.

Q: Is there a cost difference between recording and uploading voicemail greetings?

No. Recording in-browser and uploading a pre-recorded file are both free features. The only cost is the monthly fee for the phone number itself.

Q: Can I port an existing number from my current carrier into Goliath?

Yes. Contact Goliath support to initiate a number port. The process typically takes a few business days and allows you to keep your existing phone number while gaining all of Goliath’s call and SMS features.

Q: Why can’t I send text messages from my newly provisioned number?

US carriers require A2P 10DLC registration before application-to-person SMS can be sent. Outbound calling works immediately, but SMS is blocked until your organization completes Twilio’s brand and campaign registration (managed from the Team & Phone Numbers page). Approval usually takes a few business days. See the Sending Text Messages article for step-by-step A2P instructions.