Engage Overview
What is Engage? The built-in FieldPulse phone system for calls, texts, voicemails, and email — how the pieces fit and what each user role can do.
Setting Up 10DLC Compliance Registration
Register your FieldPulse Engage numbers with The Campaign Registry, publish the required SMS compliance pages, and track your brand and campaign status.
Setting Up Audio Samples
Record or upload custom audio samples in FieldPulse Engage, then use them as voicemail greetings, after-hours messages, or hold music for callers.
Setting Up Call Routing
Route incoming FieldPulse Engage calls per line with a phone tree, call forwarding, or sequential ring so callers reach the right person.
Setting Up Caller ID
Set the business name or number that shows on outbound FieldPulse Engage calls, and submit it to Twilio for approval so customers know it’s you.
Setting Up Email in Engage
Connect your email account to FieldPulse Engage with an app password so customer email threads appear alongside their calls, texts, and voicemails.
Setting Up Engage Notifications
Control incoming call and message tones in FieldPulse Engage, silence the ringer on a shared line, and decide how missed calls show up in conversations.
Setting Up Ring Duration
Set how many seconds a FieldPulse Engage call rings before rolling to voicemail, for general calls and for each line in a sequential call ring.
Setting Up Engage via SIP (DID)
Set up SIP and DID in FieldPulse Engage so VoIP desk phones and direct-dial numbers place and receive calls through your phone system.
Setting Up Voicemail
Set a default voicemail greeting for every FieldPulse Engage phone line using text to speech or a recording, then override it on any single line.
Setting Up Working Hours
Set your time zone and business hours in FieldPulse Engage, then choose where calls go after you close — company-wide or per phone line.
Setting Up a Yealink VoIP Phone
Connect a Yealink VoIP desk phone to FieldPulse Engage — find its IP address, enter your Engage SIP server details, and export the config file.
Setting Up Call Transcripts and Summaries
Turn on AI transcripts and summaries for FieldPulse Engage calls and voicemails, tune the summary prompt, and read them on web or mobile.
Setting Up Engage Filters
Create company filters in FieldPulse Engage, assign them to specific users or the whole team, and set how filtering and sorting behave across views.
How to Use Additional Contacts and Alternate Phone Numbers
Switch between a customer’s contacts, primary number, and saved alternate numbers in FieldPulse Engage so calls and texts land under the right person.
How to Assign a Phone Number to a Lead Source
Attach a FieldPulse lead source to each Engage phone line so every incoming call is credited to the ad, campaign, or landing page that drove it.
How to Block a Phone Number
Block contacts, customers, or unknown numbers in FieldPulse Engage to stop unwanted calls and texts for your whole team, and unblock them anytime.
How to Put a Caller on Hold
Place a live call on hold with hold music in FieldPulse Engage, juggle several active and held calls, and keep working while a caller waits.
How to Create Custom Tags in Engage
Create color-coded tags for calls, conversations, and voicemails in FieldPulse Engage, apply them from any record, and filter your lists by tag.
How to Use Do Not Disturb
Turn on Do Not Disturb in FieldPulse Engage to send your own incoming calls straight to voicemail without changing availability for your teammates.
How to Create an Engage Report
Build a custom Engage call report in FieldPulse over any date range, then choose columns and filters to see who answered, call outcomes, and lead sources.
How to Mark All Notifications as Read
Clear every unread call, conversation, and voicemail for all users at once with the admin-only Mark all as read action in FieldPulse Engage.
How to Purchase and Port Phone Numbers
Buy a new local or toll-free number in FieldPulse Engage, or port in your existing business line — LOA steps and the porting timeline to expect.
How to Use Transfers in Engage (non-SIP)
Hand off a live call to another team member instantly with a blind transfer in FieldPulse Engage — the transfer type the web app supports.
How to Filter and Sort Conversations, Calls, and Voicemails
Narrow a crowded FieldPulse Engage inbox with saved filters, quick filter tabs, and sort options, and keep unfiltered items one click away.
Phone Line Settings Details
Name each Engage phone line in FieldPulse, control call recording and AI call summaries, and assign the users and managers who staff the line.
Phone Number Format (E.164) Details
Format customer phone numbers in E.164 so FieldPulse syncs them to Engage and calls and texts connect — the four rules, examples, and how to fix a number.
Engage User Roles Details
See how FieldPulse roles map to Engage call and line permissions, and set the controls that hide customer contacts and block native-device calls and SMS.
Troubleshooting Dropped or Rough Engage Calls
Run the built-in network diagnosis in FieldPulse Engage on web or mobile to test your connection and audio quality when calls drop or sound rough.
Troubleshooting Engage Network Warning Messages
Match each network warning FieldPulse Engage shows during a live call to its cause and the steps that restore clear audio, from Wi-Fi to your ISP.