Getting started - Waveline Support

Waveline is a business phone system that brings calling, messaging, shared inboxes, and flexible call routing together across web and mobile apps. This guide gives organization Owners a simple path from creating an account to launching their first working business line.

Sign Up

Create your organization and first personal work line.

Invite Your Team

Add teammates, assign roles, and optionally give them direct phone numbers.

Choose or Port a Number

Add a new business number or transfer one customers already know.

Create an Inbox

Create a shared inbox for a team, optionally connecting a number and adding members as you set it up.

Joining an existing team?

If you received a Waveline invitation, follow Join a team to accept it by creating an account or signing in. Waveline then creates your personal inbox.

Start here: Launch Waveline

Follow these steps in order to prepare your organization, team, numbers, and first shared inbox.

Sign up and finish organization setup.
Use Dashboard Overview to learn where calls, messages, inboxes, analytics, and Settings are located. Then return here and continue the launch path before customizing additional settings.
Invite your team. When a teammate accepts, Waveline creates their personal inbox and assigns a direct number if one was included in the invitation.
Install the apps, then ask accepted teammates to do the same. Allow microphone and notification access on every device that will handle calls. Use Mobile App Overview to find your way around the phone app. If Waveline asks you to set up or verify an authenticator, follow Two-step Verification.
Prepare a number for each shared line:
- For a new line, purchase a Waveline number and leave it unassigned.
- To keep an existing business number, use a temporary Waveline number to prepare the receiving inbox before submitting the port.
Create a shared inbox, add the teammates who should answer it, and assign the prepared number.
Use Inbox Overview to configure the inbox's members, hours, ring order, recording preferences, voicemail, and routing.
Prepare business texting before relying on outbound customer SMS. For local numbers, complete Business Profile and Register for SMS. Toll-free numbers use separate texting details in Trust Center; see Toll-free calling and texting.
Test calling, messaging, voicemail, and analytics.

Keeping a number your customers already know?

Create and test the receiving inbox with a temporary Waveline number before starting the port. Select that inbox when submitting the port request, and keep service with your current carrier active until the transfer completes.

Optional next steps

Review subscriptions and payment methods when managing organization billing.
Configure deskphones and IP phones if your team uses supported external calling devices.
Explore Call Flows Overview when the included starter routing no longer meets your needs.

Ready to launch?

Before routing customer communications through Waveline, confirm that:

The necessary teammates have accepted their invitations.
Everyone who should answer has installed Waveline and allowed the required permissions.
Every active number is connected to the intended personal or shared inbox.
Shared-inbox members, hours, ring order, voicemail, recording preferences, and routing have been reviewed.
Calls, messages, and voicemail have been tested.
The appropriate texting registration is complete for the numbers you will use: local-number SMS registration or toll-free verification.
After the first live day, review Analytics, Call History, and unhandled-call filters to identify missed calls or routing changes your team may need.