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  1. Open the assistant in Advanced and set the direction to receive calls under General.
  2. Assign an inbound-capable number. A number configured only as outbound caller ID cannot receive calls.
  3. Save the assistant and open Test assistant.
  4. Dial the number shown under Call this number.
If the number is shown under Goes live after you save, save your changes first. Until then, calls follow the previously saved routing. If you have no number yet, use browser voice or text chat to test the assistant. Use a real phone call to verify routing and transfers.