Phone System

Complete regulatory verification and manage phone setup for your brand.

What is Phone System?

Phone System helps you finish compliance steps some regions require before buying phone numbers, and manage phone-related connections for your agents. Open it at app.swai.ai/setting/phone-system.

You use it to:

Run Regulatory verification (Country & Type → Documents → Submit)
Continue phone and agent setup on the same page
Click Retry if the page does not load

Main screens

Screen	What it’s for
Settings → Phone System (open)	Regulatory verification and phone setup
Regulatory verification	Three-step compliance form

Note: Day-to-day agent and phone product steps are also covered in Conversational Agents. This article focuses on Settings → Phone System and the regulatory form.

Before you start

Select the correct brand (Regulatory verification needs a brand).
Gather identity documents (PDF, JPG, or PNG, max 5MB each).
For business users, prepare a street address (PO Box addresses are not acceptable).

Warning: Regulatory onboarding is in Beta. If you hit hurdles, email support@swai.ai.

Quick start

Open Settings → Phone System (or go to app.swai.ai/setting/phone-system).
Click Regulatory verification and complete all three steps → Submit for Review.
Use the phone setup area on the page to continue configuration.
If the page fails to load, click Retry or sign in again and select your brand.

Regulatory verification

Button: Regulatory verification.

Title: Regulatory verification
Description: Step {n} of 3 — complete onboarding before purchasing numbers in some regions.
Steps: Country & Type → Documents → Submit.

Beta note: We are currently refining our Regulatory Onboarding process in Beta. If you encounter any hurdles, please reach out to support@swai.ai.

If something goes wrong: Something went wrong. Please try again or contact support.

Step 1 — Country & Type

Field	Options
Country*	Choose your country
Number Type*	Local, Mobile, Toll-Free
End User Type*	Individual, Business
Regulation*	Appears after you choose the options above (may show Fetching regulations…)

If you see	What to do
No regulations found for the selected criteria. Please try different options.	Try another number or end-user type
Failed to fetch regulations	Wait and try again
Please select all required fields	Complete every required field
Please wait for regulations to load or select a regulation	Wait for the list, then choose one

Continue with Next: Upload Documents.

Step 2 — Documents

End User Information

Fill the required identity fields for the selected regulation.

If you skipped regulation selection: Please go back and select a regulation first.

Business Address Information

When address documents are required:

Address information is required for business address documents. PO Box addresses are not acceptable.

Field
Address Name*
Street Address*
Street Address Line 2
City*
Region / State
Postal Code*
Country*

Supporting Documents

Upload the required documents. Each document can be uploaded individually, or they will be uploaded when you continue.

Control	Notes
File*	PDF, JPG, or PNG (max 5MB)
Friendly Name*	A clear label for the file
Document Type*	Choose from the accepted types
Upload / Uploading...	Upload each file
Status	Uploaded when ready
Remove	Remove a document
+ Add Document	Add another file

Navigation: Previous, Next: Review & Submit.

Step 3 — Submit

Review your country, number type, end user type, regulation, name, and document count.

Actions: Previous, Submit for Review.

Success

Bundle submitted successfully
Your compliance bundle has been submitted for review.
You may see a reference ID, Status, and sometimes a Failure Reason
The bundle is currently under review. You can close this dialog and continue using Phone System.
Done

If submission fails, follow the on-screen message, go back to fix missing items, or contact support.

Phone setup on the page

Below regulatory verification, Phone System shows phone and agent connection tools for your brand.

If the page won’t load	What to do
Load error	Click Retry
Asked to sign in	Sign in again
Asked to select a brand	Select the correct brand

Scroll down to your numbers, then open Details for a line to manage toggles such as Call forwarding. To verify WhatsApp on the same SWAI number (forward a verification call to a personal phone, then connect WhatsApp in SWAI), see Connecting WhatsApp to a SWAI Phone Number.

For other product how-tos inside this area, see Conversational Agents.

Common warnings and troubleshooting

Regulatory verification unavailable

Select a brand first, then reopen Settings → Phone System (or go to app.swai.ai/setting/phone-system).

No regulations for my country / type

Try a different Number Type or End User Type. If none appear, email support@swai.ai with your country and number type.

Document upload fails

Use PDF/JPG/PNG under 5MB. Fill Friendly Name and Document Type. For business address docs, complete street address fields (no PO Box).

Application rejected

Read Failure Reason or Compliance Issues, fix documents or details, and submit again — or contact support with the reference ID shown on screen.

Page blank or error

Retry, confirm login and brand, then see Agents Help if the page loads but a later step fails.

Glossary

Term	Meaning
Regulatory verification	Compliance steps before buying numbers in some regions
End User Type	Individual or Business
Number Type	Local, Mobile, or Toll-Free
Supporting Documents	Files you upload for review

Need more help?

Note the step number and exact message.
For submissions, keep any reference ID and Status from the success screen.
Email support@swai.ai for Beta regulatory issues.