Phone numbers
Open Phone Agent > Phone Numbers to manage numbers used by Phone Agent.
From this page you can:
Purchase a new number if your business profile is complete and you have not reached your active number limit.
See whether numbers are provisioned, deployed, disconnected, or released.
Connect a number to an agent.
Disconnect a number from an agent.
Release a number you no longer need.
Show previously released numbers where available.
Business profile requirement
Open Phone Agent > Settings > Business and complete the required business details before purchasing a number. You can open the purchase dialog while the profile is incomplete, but purchase remains unavailable there. The main Purchase Number button is disabled when you have reached the active-number limit.
Call transfers
Phone Agent can transfer callers when transfer is enabled for the agent. In the agent configuration, add transfer targets with a name, phone number, and optional description of when that target should be used.
You can also enable transfer screening. When screening is enabled, the agent asks what the call is about before transferring and can block selected categories such as marketing, sales, recruitment, or survey calls. Blocked callers can optionally be asked to leave a message.
Review call history
Open Phone Agent > Call Logs to review call activity.
You can filter by:
Date range, such as last 24 hours, last 7 days, last 30 days, last 90 days, all time, or custom dates.
Call status: active, completed, failed, or abandoned.
Agent.
Displayed caller number, callback number, or agent name search.
Follow-up activity: needs follow-up, follow-up completed, or no action needed.
Urgency: high, medium, or low.
For an ordinary call, Call Logs shows the caller number supplied by the phone network. If a forwarded line does not provide reliable caller ID, Motics shows Forwarded call instead and withholds the clinic or answering-service forwarding line. A number the caller asks you to use appears separately as Callback number; it is not treated as verified caller identity. Search can match the displayed caller number or callback number, but not a withheld forwarding line.
Call details
Click a call to open the call details drawer. Depending on the call and your organisation settings, this can include transcript, recording, summary, sentiment, action required, urgency, tags, tool usage, telephony cost, credit usage, staff notes, and feedback.
Follow-up workflow
If Phone Agent marks a call as needing follow-up, use the Call Logs filters to find those calls quickly. Open the call, review the summary and transcript, then mark the follow-up as completed once the clinic has handled it.
Deleting calls
Deleting call records can remove transcripts, recordings, and associated notes. Only delete call records when you are sure the clinic no longer needs them.