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Phone Setup

Phone Setup is one of the most important areas in Avidra. If this is wrong, missed-call recovery and SMS workflows may fail even if the rest of the workspace looks correct.

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What you configure

Phone Setup covers:
  • routing mode
  • Avidra/Twilio number
  • business phone number
  • forwarding configuration
  • verification state

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Routing modes

Avidra supports two main patterns:
  • Forwarding: your existing line forwards missed calls into Avidra
  • Avidra number: Avidra acts as the primary business-facing number
This choice affects how missed calls are detected and which webhook path is used.

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What to verify

Operators should confirm:
  • the Twilio-backed Avidra number exists
  • the business phone number is correct
  • forwarding is configured correctly with the carrier
  • verification steps have been completed
  • test calls behave as expected

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Symptoms of phone setup problems

Common symptoms include:
  • missed calls do not create leads
  • no text-back after a missed call
  • inbound SMS does not attach to the expected workspace
  • Conversations stay empty even after testing

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Common mistakes

  • choosing forwarding mode but not enabling forwarding at the carrier
  • using the wrong business number in setup
  • assuming the number is active without running a live test
  • changing routing but not re-verifying behavior afterward