After your business number is live — finish call setup

Once your LeadLock number shows Live, set AI Receptionist routing, fallback, partner transfer, and a department label — and know what texting approval still means.

Overview

When your business number status shows Live (active) and any repair check has finished, spend a few minutes on routing so callers reach the right experience. A live number can receive calls; it does not automatically mean texting is fully approved or that AI will answer on every plan.

Be clear on Live vs texting vs AI voice

Live / Active means the number can receive calls on LeadLock.
You may see “Business number active — texting approval in progress.” Calls can work while US texting is still pending approval. Do not assume SMS automations will deliver yet.
AI receptionist that answers calls is available on Growth and higher. Starter includes a hosted business number path; use call forwarding or voicemail if voice AI is not on your plan.

1. Open Telecom & AI Setup

1
In the CRM, go to Workspace Settings → Telecom & AI Setup.
2
Confirm your number shows Live, not Needs attention.

2. Set AI Receptionist as primary routing (Growth+)

1
Open the line under Phone lines / routing (from Telecom & AI Setup or Settings → Phone).
2
Under Call routing → Primary routing, choose AI Receptionist if your plan includes voice AI.
3
Turn on the AI Receptionist option for that line if it is shown, then save.
4
On Starter without voice AI, choose Forward to external number or Voicemail only instead. You can review every line on CRM → Settings → Phone (/crm/settings/phone).

3. Set a fallback

1
On the same Call routing card, open the fallback option for calls that are not answered.
2
Pick Forward to number, Voicemail, or AI Receptionist (Growth+).
3
If you forward, enter your cell or office number (for example +15551234567) and save.

4. Partner transfer number (optional)

1
Use this only if you have another LeadLock line on the same workspace (for example Sales vs Service).
2
Open CRM → Phone → Lines and select this line.
3
Set Partner line to the other active workspace number (E.164). It must be another LeadLock line you own — not a random personal cell.
4
Save. The AI transfers only when the caller clearly asks for that specialty and confirms.

5. Department / queue label

1
On Call routing, set Department / queue label to something your team recognizes (Sales, Support, Orlando…).
2
Save. This helps label the line for your team; it does not create a separate phone system by itself.

6. Test before you publish the number

1
Call your new business number from a different phone.
2
Confirm greeting, AI or forward behavior, and that the call shows in Calls / updates a lead.
3
Then put the number on your site, Google profile, or old-line forwarding.

Tips

Common Growth+ setup: primary = AI Receptionist, fallback = forward to your main cell.
Bookmark Telecom & AI Setup (/crm/settings/telecom-ai) as your single setup hub.
If status stays Needs attention, use Help & Support — you do not need your own carrier console for the default hosted path.

Open Telecom & AI Setup

Open phone lines

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