TidyAnswer Help Center

Configure a TidyAnswer business line

Prepare a line for calls, voicemail, SMS, routing, and regulatory checks.

Before you begin

  • You need channel-administration permission and a provisioned TidyAnswer line.

Steps

  1. Open Phone and SMS channel settings and select the line you want to configure.
  2. Set a clear internal label and enable only the voice or messaging capabilities you will use.
  3. Review calling, SMS registration, recording or transcript readiness, quiet hours, and team routing.
  4. Place an inbound and outbound test call before sharing the line.

If you still need help

Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.