Fax is an optional feature. If you don’t see Faxes in your sidebar, it
isn’t enabled for your workspace yet — contact your administrator.
Set up fax numbers (admins)
Before anyone can send a fax, at least one of your workspace’s phone numbers must be fax-enabled:1
Open fax settings
Go to Faxes → Settings (Company Admins only).
2
Enable fax on a number
Toggle fax on for the number you want to send from. Your numbers themselves
are purchased and managed under AI Campaigns → Phone Numbers; this page
only controls which of them can fax.
3
Set a default (optional)
Mark one number as the default fax number — it will be pre-selected
whenever someone sends a fax.
Send a fax
1
Start a new fax
In Faxes, click Send fax. You can also fax directly from a lead or
account record.
2
Choose the From number
Your default fax number is pre-selected; pick a different one if needed.
3
Enter the recipient
Type the recipient’s fax number — pick the country code from the
dropdown, then the number. Or click CRM to search your leads and
accounts by name or number; choosing one fills the number and links the
fax to that record.
4
Attach the document
Upload the document as a PDF (up to 50 MB). Other file types aren’t
supported — export to PDF first.
5
Send
Optionally set the quality and a caller ID name, then click Send. The
fax is queued and delivered in the background.
Receive faxes
Inbound faxes to your fax-enabled numbers appear automatically in the fax list, where you can open and download the document. Faxes that need attention are flagged Needs review.Track delivery
The Faxes dashboard shows your sent, received, delivered, and failed counts, your overall success rate, and a 14-day activity trend. Open any fax to see its full status history — and if a fax failed, you can retry it from its detail page.Billing
Faxes are billed per page, in both directions — outbound faxes are charged per delivered page, and inbound faxes per received page — against your workspace wallet at your plan’s rates.Page count and rates are handled automatically; you’ll see fax usage draw down
the same balance as your other channels. See Billing & wallet
for top-ups and how consumption works.