Who can text and call my bot?
Everyone on your team with a mobile number on the bot's list. Their texts and calls reach the bot; everyone else reaches your team as always.
Everyone on your team whose mobile number is on the bot's list. Texts and calls from those numbers reach the bot. Everyone else, like your customers, reaches your team, as always.
Also called: team phones, who talks to the bot, PIN, caller ID, route texts, numéro de cellulaire, NIP, qui peut parler au bot
You don't fill anything in to start. Everyone on your Alori account is on the list with their signup phone, and your app's teammates are added from your team list, with the phone from their employee file. The list updates every hour.
Step 1: Open the list
Open Bots and your bot. In the side panel, see Who can text and call me. Each person shows with their email and mobile number. On a small screen, tap Automations and team first.
Click: Bots › your bot › Who can text and call me
Step 2: Add or change a phone
Click Add a phone under a name (or click their number to change it), type their mobile number and click Save.
Click: Add a phone › Save
Step 3: Choose bot or inbox
The switch next to each person says whether their texts and calls reach the bot. Turn it off and their texts go to the team inbox instead: the list shows "Their texts go to the inbox".
They can do it themselves by text: "inbox" sends theirs to the team inbox, and "bot" brings them back to the bot.
Click: the switch next to a name
Step 4: Set a PIN for calls
Some carriers can't confirm who is calling. Click PIN for calls, type a 4-digit PIN and click Save. When the bot can't confirm the caller, it asks for the PIN, said or typed. It then shows PIN set.
Click: PIN for calls › Save
Good to know
Same person twice? Click Same person as…, pick the other row and click Merge.
Wrong PIN. Three wrong tries end the call. After too many wrong PINs, the bot stops answering that phone for an hour.
Teammates have limits. They can make automations only for themselves. See What does the bot do on its own, and when does it ask first?
Slack and Discord work too: see How do I use my bot in Slack or Discord?
If it doesn't work
"That doesn't look like a phone number." Check the number, with its area code.
"Someone else already has that number." Two people can't share a number.
"A PIN is 4 digits." Type exactly 4 numbers.
"These are two different people in Alori." Both have their own Alori sign-in, so they can't be merged.
"That didn't save. Try again." Wait a moment and save again.
No PIN for calls button. It shows once your business number takes calls and the person has a phone.