What it is and what it is for
Ask about documents without an app and without logging in? With a phone share, the recipient calls an inbound number, enters their PIN and talks to the Conversation Agent about exactly one workspace. It requires a “Protected agent” with inbound enabled and a workspace of type Business.
How it works
- Open Conversation AI → Conversation Agents. Use New Conversation Agent to create an agent with the Protected agent role.
- On the Telephony tab, choose the country and enable inbound. PaperOffice assigns the pool number for that country. Save.
- Open Workspaces, open the workspace and switch to the Sharing tab.
- Click New external share and choose the Phone channel.
- Enter the Recipient mobile number and a PIN (4–6 digits). Optional: language, voice, expiry date, delivery email.
- Click Save and activate sharing. Give the recipient the inbound number and the PIN.
Good to know
- Only the registered mobile number may call. All recipients dial the same inbound number; caller number and PIN identify the share.
- If one mobile number has several shares, each workspace needs its own PIN.
- After three wrong PINs, access is locked for 15 minutes.
- The agent sends documents only to the fixed email address in the share.
- The access right of the email share does not apply to the phone.
- Calls are a paid feature. They are charged to the account that shares the workspace.