Work the sections in order. Each one depends on the previous: you can’t create a Subscription without a Subscriber, a Number, and a Package; you can’t provision a Number without Routes. Skip optional sections (Voice, Data) if they’re out of scope.
Checklist
Intelligent Accounts — Child Accounts Under the Distributor
Skip if operating under a single account.Intelligent Products — SKUs That Will Be Billed
Intelligent Packages — Bundle Products into Priced Offerings
Intelligent Routes — Message and Voice Routing Infrastructure
Intelligent Subscribers — The End-User Record
Intelligent Mobile Numbers — Number Provisioning and Lifecycle
Intelligent Port-In — Full Lifecycle (if porting is in scope)
Intelligent Port-Out — PIN Issuance (if porting out is in scope)
Intelligent Subscriptions — Link Subscriber + Number + Package
Intelligent Messaging — SMS and MMS Round-Trip
Intelligent Voice — Call Placement and Receipt
Skip if voice is not in scope.Intelligent Data — Data Attach and Session
Skip if data is not in scope.CDRs — Call Detail Records
Sign-off
Phase complete when: Every relevant Intelligent API category has been tested on dev. The partner can provision, message, and (if applicable) call from a number they created themselves.
Previous: Phase 2 — Connectivity
Webhooks and SIP interconnect
Next: Phase 4 — Production Cutover
Move to production credentials and go live