1 Define the support promise Decide if calls ring someone first or go straight to voicemail. State the reply channel and a response window you can meet.
2 Test the caller experience Use the shared trial line and PIN to test the greeting, transcript, and email alert.
3 Choose a dedicated number On a paid plan, pick a number in the US, UK, or Canada. Never publish the shared trial line.
4 Write an order-ready greeting Ask for name, email, order number, and a short description. Warn callers not to leave card details.
5 Publish the number in Shopify Add it to your contact page, footer, help page, order emails, or package inserts.
6 Define the internal handoff Decide who reads transcripts, where orders are checked, and who replies.
Reply through the existing channel Email the customer from your usual system. Replay the audio if the transcript is unclear.
Know when to move up If customers need instant answers or volume gets out of hand, consider staffed helpdesk voice, an answering service, or an AI phone agent.