This article discusses how to purchase and release telephone numbers assigned to your account. As of January 1, 2020 Ytel has introduced a new Number Management system accessed through your Ytel Portal (app.ytel.com).
The following steps will walk you through purchasing, releasing and swapping number (s) assigned to your account and also walks you through how to configure the number(s) for use.
Please note, swapping/releasing numbers is a permanent action that cannot be undone. Please exercise caution prior and please contact Customer Support if you need any assistance.
Navigate to your contact center application and then hit the Ytel API button in the upper right.
Before you purchase your new numbers you will want to ensure that you have sufficient funds in the account, you have a card on file, and the card auto-topoff settings are active. If you need help with adding a card/funds to the account please click here.
Click Numbers > Purchase Numbers
Make the appropriate selections on the drop down menus (in our example, we will be searching for Arizona numbers) and click Search.
A listing of available numbers will display on the screen. By default, all numbers are voice enabled. This page will also display whether whether or not they support SMS.
Make your selection(s) and click Purchase
You will then be take to a confirmation screen - verify the total shown corresponds to the order you place and then click "Confirm". Please note, you will not need to select a number set, just verify the number total is correct.
After the purchase completes, the screen will refresh.
Navigate back to Contact Center application and click on Ytel API and then click the "Sync" button.
The purchase is complete. You are now able to manipulate the number to suit your needs.
Swapping numbers allows for a 1:1 exchange of numbers. For example, if you choose to swap a number in the 702 area code, the system will replace it with another 702 area code automatically. By it's very nature, when you swap a number you disconnect and lose access to the then current number assigned to your account. Please exercise caution when swapping numbers and please feel free to contact Customer Support for assistance.
To start this navigate over to the Ytel API in the upper right then select the number(s) you wish to swap and then click the swap button.
A confirmation page will display. Review this information carefully - a number swap cannot be reversed. Once you are ready to proceed, click the Swap button.
Releasing a number removes it from your account entirely. Once a number is removed, you are not able to recover the number back to your account. Please exercise caution prior to releasing a number.
To release a number navigate to Ytel API.
You will then select the numbers you want to release and then click the release button.
A confirmation page will display. Review this information carefully - a number release cannot be reversed. Once you are ready to proceed, click the Release button.
The number has successfully been removed from your account.
Navigate over to Ytel API in the upper right. You will then want to select the numbers you want to manage and then click settings.
The Campaign tab allows you to manage the use of this number as part of a Caller ID set. If you do not want this number used as a caller ID, choose the DID Route tab.
The DID Route tab will give you drop downs to select where you want to call to terminate. Make your selections as appropriate for your needs.
Important things to keep in mind:
- Keep a card on file to quickly add funds, buy numbers and "auto-topoff" the account when your balance runs low.
- Make sure when releasing numbers you are careful to not release a number you are using - they can't be recovered once released.
- When modifying numbers, test the number to confirm functionality.
If you are still having trouble, reach out to the Ytel support team at 800-382-4913 option 1 , email support at email@example.com or you can click the live chat button at the bottom right of your screen.