Prepare an outbound phone account

Starting conditions and inputs

Have authority to use the caller number and an available test recipient. Inbound provisioning is separate.

Values for this task

entry_url, organization_id, phone_account_id, caller_number, test_customer_id, call_records_url

Command sequence

open "$entry_url" && snapshot -i

# Outside browser: The telephony operator provisions number authorization and outbound routing.

snapshot -i

click "$outbound_account" && snapshot -i

get text body

# Outside browser: Use the AI outbound calling procedure to call the designated test recipient once.

open "$call_records_url" && snapshot -i

get text body

Ref targets and expected results

#	Command / ref	Target and verification
1	Outside browser	The telephony operator provisions number authorization and outbound routing.
2	`click` `$outbound_account`	Phone account used for outbound calls
3	`get text`	Compare caller number and organization with provisioning confirmation.
4	Outside browser	Use the AI outbound calling procedure to call the designated test recipient once.
5	`open`	Call record for that outbound attempt
6	`get text`	Compare the caller ID seen by the recipient with the actual call record.

Check the result

The call correlates to this delivery and the recipient sees the intended caller number.

Resuming after interruption

Recheck the same account and organization. Resume after required authentication or review; do not substitute a new account.

Confirm informational use

Define an informational purpose, such as a reservation confirmation. AI outbound calls are not offered as advertising robocalls. Decide what to communicate and which customers need the call.

Confirm ownership and permitted use of the displayed calling number with the activation contact. Provide the organization, contact, purpose, and number. Check whether an active inbound number needs separate outbound setup.

Check the account

Compare the activated account’s organization, phone platform, and calling number with the confirmed details. Select this account in the phone template. Report number-display or connection problems with the account and activation details.

Prepare a test recipient

Choose a test number you control and agree on a test time. Check the contact basis and prepare representative questions and an ending condition. A template preview does not establish a completed phone connection.