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Documentation Index

Fetch the complete documentation index at: https://docs.conversekit.ai/llms.txt

Use this file to discover all available pages before exploring further.

ConverseKit allows you to instantly create a free phone number (U.S. only) without needing an external provider. This number can be used for both inbound and outbound calls via your Assistant domestically within US. Follow the two-step process below:

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🧩 Step 1: Create Number in ConverseKit Web App

  1. Log in to the ConverseKit Web App.
  2. Navigate to the Phone Numbers section.
  3. Click “Create ConverseKit Number”.
  4. Fill in the following:
    • Name – A friendly label to identify your number (e.g., “Support Line”)
    • Area Code – Enter a 3-digit area code based on the region you’d like your number to originate from (e.g., 415 for San Francisco)
  5. Click Create.
✅ After creation, your new ConverseKit number will appear in the list with a unique External ID.
This ID is required for connecting the number inside Salesforce.

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🧩 Step 2: Register Number in ConverseKit Salesforce App

  1. Open the ConverseKit app inside Salesforce.
  2. Navigate to the Phone Numbers tab.
  3. Click “Import”.
  4. Enter the External ID received in Step 1.
  5. Select the Assistant you want to associate with this number.
  6. Click Import to finish setup.
📞 Your ConverseKit number is now connected and ready to receive inbound and place outbound calls through your Assistant.

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🧪 Test Your Number

To verify your setup, follow the steps in the Test Your Number section.