Managing Your Call & Text Settings (Lofty AOS)

Introduction

Your Call & Text settings are the control center for how you call and text in Lofty — your phone numbers and packages, plus the tools that shape every call: scripts, questionnaires, voicemail drops, do-not-contact rules, and texting compliance. This article maps the area so you know where each setting lives.

Opening Call & Text Settings

1. Click the Settings gear in the left menu.
2. Under Communication, click Call & Text.

The page opens on Info & Settings, with these tabs across the top: Info & Settings, Call List Settings, Voice Messages, Call Scripts, Questionnaires, Do Not Contact Settings, 10DLC Compliance, and More.

Info & Settings

• My Call License — your Call Package and Text Package (for example, Elite) and this month's call/text Usage. Use Manage Call/Text License, Delete, or Transfer License to change the license.
• My Numbers — your Personal Virtual Number and any Company number assigned to you.
• Outbound Call Type — your default calling mode, such as VoIP (Call via browser). You can change the mode before any individual call.

The Other Tabs

• Call List Settings — defaults that apply when you power-dial through a call list.
• Voice Messages — record and manage voicemail drops you can leave with one click during a call.
• Call Scripts — reusable talk tracks that appear while you're on a call.
• Questionnaires — sets of questions to capture answers during a call.
• Do Not Contact Settings — numbers and leads to exclude from calling and texting.
• 10DLC Compliance — register your number for A2P 10DLC so your text messages are delivered in the US.
• More — additional call and text settings.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.