Hoory agent/admin Setting Up a Call Based Channel

When the admin/agent user navigates to “Add inbox” page the user should be able to see “ Call” type channel with “ New “ badge.Upon hovering the “ Subscribe” icon should appearWhen the user clicks on the “ Call “ channel (whole area should be clickable)Call flow should start and the user will get on the First Step

Second step Title: [Create Inbox]Title: Create Call Based ChannelIntro text: Free web call channel powered by AI Assistant, which you can share with your customer to provide communication via web calls.

Web Call Board In this board the user will see how much they will be charged monthly and yearly Upon changing the selector the price will be changed By default Monthly should be selected (active state) $4.00/month If the user change to Yearly the price will show $48/yearly

Input: Name your Call Channel The user should input a name for the Call channel Validation Maximum and Minimum Character Limits:Minimum: 3 character (common minimum requirement)Maximum: 100 characters (a typical maximum limit)Allowed Symbols:Alphanumeric Characters: A-Z, a-z, 0-9Underscore ("_")Hyphen ("-")Rules:No leading or trailing spaces.No consecutive spaces or special characters.Case insensitive (e.g., "ChannelName" and "channelname" are considered the same).Cannot be empty

Error: Invalid Channel Name (should run when the user clicks on Continue Button)

Your channel name must adhere to the following rules:

Must be between 1 and 100 characters long.

Can only include alphanumeric characters (A-Z, a-z, 0-9) and the following symbols: underscore ("_"), Hyphen ("-")

Cannot contain leading or trailing spaces.

Cannot have consecutive spaces or special characters.

Cannot be empty

The channel name should be unique

The Web Call link should be autogenerated based on the channel name in real-time.

However, user can still edit the Slug manually Your Web call link must adhere to the following rules:

Must be between 1 and 100 characters long.

Can only include alphanumeric characters (A-Z, a-z, 0-9) and the following symbols: underscore ("_"), Hyphen ("-")

Cannot contain leading or trailing spaces.

Cannot have consecutive spaces or special characters.

Cannot be empty

The channel name should be unique

When the user attempts to navigate “ Back “ after making changes, display a confirmation alert with the message: "Your changes will not be saved if you go back. Do you want to proceed?"The alert should have two buttons: "Yes" and "No".If the user clicks "Yes", they will be redirected to the Add Inbox page.If the user clicks "No", they will remain on the current step.

When the user clicks on the “ Continue “ button ” Own your business number “ window will pop - up

Title: Own Your Business NumberIntro text: Should be updated

What you will be charged at the end of the subscription - Number Price Monthly - Calls Usage - SMS Usage

Channel Activation Payment You will be charged upon activating your number

Third step Title: Own you business number Intro: The number will be used for initiating inbound and outbound calls. What you will be charged for at the end of the subscription:Number price / monthly Calls initiated during the subscription period SMS used during the subscription period NOTE: You will be charged right after activating your number.

User should be able to select Country Code from the drop-down

Once selected we should show Twilio number price table with the following criteria

Number - Number, Location Name Type - Local, Mobile , Toll free Capabilities - Voice, SMS Address requirement - Show the Address IF Required Monthly Fee - We should show the sum of Twillio phone number price + %50 Hoory MarginSelect CTA - when the user clicks on the select button the number should be selected See the following table with example data:

Number+1 775 618 8703▲

Fernley, NV US

TypeLocal

Capabilities Voice, SMS

Address Requirement

None

Monthly fee

CTA

Select

If there is no result the user will see the following message.” No results found. We couldn't find any numbers that matched your search criteria. “ add this state in the UI

At the same page (step) the user can apply the following search opportunities 4.1 Search Criteria Search by area code, prefix, or characters you want in your phone number - (NOTE: will be defined based on the Country Code the user has been selected) NumberLocality - - - - - – -- The user should be able to type search by digit or phrases (the text should be the text placeholder)

4.1 When the user clicks on the Search button the system should show up the results based on the options selected or defined in the search inputs

4.2 When the user clicks on the Reset button the system should overwrite the results and empty all selected options

The user should be able to apply advanced search as well,

Advanced Search

Number typeLocal Mobile Toll-free (will be auto filled based on the country code )

Address requirements (Should be selected by the drop-down)AnyBeta numbers

Check / uncheck Exclude beta phone numbers in search results.

Emergency CallingCheck/uncheck Only include phone numbers capable of emergency calling.

Next to each phone number there should be ability to Select the number When the user clicks on the Select buttonThe pop up will appear with the data based on the Selected Number option Pop-up Title Title: PurchaseSelected number : +X XXX XXX XX Info Text: You will be charged [$xx] immediately . Afterwards you will be charged […….]$3/monthly in addition the usage you get on the phone number. UsageVoice - rate per minute[$2]SMS - rate per SMS [$3]NOTE: OTHER Regulatory steps might be required for a specific number this data we will get from Twillio and will show up accordingly.

When the user clicks next they will get on the next step to fill in business information. When the user gets on the next strep “ Business information “ the user should already see the number that he selected in the previous step, the country should not be editable. “ NOTE: Country Code can be changed only in the first step.”

Depending on the selected country, users may need to provide additional information to meet regulatory requirements:

Business name

Street address 1

Street address 2

City

State

Postal code

Regulatory bundles may be required for countries like Australia and Germany before purchasing a phone number.

The user will need to submit regulatory bundles and wait for approval in these countries.     Each country has different requirements for you to complete. See Twilio’s guidance for specific requirements for each country. 

When the user clicks on " Continue" the user will get on the Stripe Page and the the info of the 7th point for the Phone Number (should be charged immediately) plus the Call Based Channel Subscription fee $4 monthly / yearly which will be applied after the Free Trial

The user will be charged write from the Credit Card Attached if the user is still in Free Trial and they do not have any attached card we should ask to attach it. ( stripe flow should be updated).

When the admin user clicks on the “ Next” the system will navigate the user to the next step, where, a channel greeting message should be added. Channel greeting step is mandatory. The input field explanation will be “ The AI Assistant will Auto read greeting messages when customers start a call”

After Activating the number in the channel settings the user should be able to Configure Phone Number Settings:

Users configure settings for the phone number in Settings > Phone > Phone settings:

Give the phone number a name for internal reference.

Set a welcome greeting for inbound calls.