Overview
Efficient communication is the backbone of every practice. Number Intelligence—formerly known as Number Validation—helps reduce interruptions, block spam calls, validate numbers, and identify unknown callers so you can focus on patient care.
⚠️ Important: Starting November 25, 2024, Number Intelligence will automatically be enabled for all accounts currently using Number Validation. Review your settings before this date to ensure they align with your preferences.
Key Features and Benefits
Block Spam Calls – Flags and blocks suspected spam calls from unknown U.S. numbers.
Identify Unknown Callers – Retrieves caller names to personalize patient or lead interactions.
Validate Numbers Before SMS – Confirms if numbers can receive texts before sending, saving time and costs.
Seamless Integration – Automatically enabled if you were already using Number Validation.
How to Use Number Intelligence
1. Enable Number Intelligence
Go to Settings > Phone Numbers > Advanced Settings > Number Intelligence.
Check the boxes to activate:
Spam Detection
Caller ID Lookup
Number Validation
2. Configure Preferences (Opting Out)
Opt out now: Go to Settings > Phone Numbers > Advanced Settings > SMS Compliance and disable Number Validation.
Opt out later (after Nov 25, 2024): Disable Number Intelligence under Advanced Settings > Number Intelligence.
3. Web vs. Mobile Access
Web App: Full access to Spam Detection, Name Lookup, and Number Validation.
Mobile App: Access to Name Lookup and Number Validation (Spam Detection not yet supported).
4. Filtering and Identification
Spam calls flagged as “Spam Likely” on the web dialer.
Caller names automatically retrieved for unknown numbers.
Invalid SMS-capable numbers trigger alerts before sending messages.
5. Call Handling with Spam Detection
All flagged spam calls appear in the Contacts tab with a “Spam Likely” tag for easy review.
Example Use Case: Sales Team Productivity
A practice running outreach campaigns was frequently interrupted by spam calls. After enabling Number Intelligence, they:
Blocked spam calls automatically.
Identified genuine leads before answering.
Verified numbers before sending SMS campaigns.
Result: Greater focus, higher efficiency, and fewer wasted interactions.
Pro Tips
Review Call Insights – Check flagged spam calls regularly to ensure no important calls were misidentified.
Personalize Caller Greetings – Use retrieved caller names in conversations for better engagement.
Set Up Mobile Use – Take advantage of Name Lookup on PXME’s mobile app for quick identification.
FAQs – Number Intelligence
Q1: How does Spam Detection work?
A: It uses an algorithm to flag likely spam calls from unknown U.S. numbers.
Q2: Can I opt out of Number Intelligence?
A: Yes. Disable it anytime under Settings > Phone Numbers > Advanced Settings.
Q3: Does this work internationally?
A:
Spam Detection → U.S. numbers only.
Name Lookup & Validation → International support (where available).
Q4: Will it block legitimate calls?
A: The system is designed to minimize false positives, and flagged calls can always be reviewed.
Q5: Are there extra charges?
A: Yes, usage charges apply. Check your account billing for details.
✅ Key Takeaways
Number Intelligence strengthens communication by blocking spam, identifying unknown callers, and validating numbers before SMS.
Available automatically to accounts using Number Validation (starting Nov 25, 2024).
Helps practices cut through the noise and stay focused on real patients and leads.
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