Giving Agents SMS Capabilities

Giving Agents SMS Capabilities

In order for agents to send and receive SMS messages, access needs to be granted to their account. You can grant access using the following steps: Log in as an administrative user Click on Settings in the left side menu … Continued
To Send an SMS Message

To Send an SMS Message

To send a new SMS message to a client or customer you must first be logged in as an agent that has access to send SMS messages. If you have access to send messages you will see an SMS menu … Continued
SMS History

SMS History

You can get a quick overview of all the SMS messages received by viewing the SMS History screen. In the screen you will see a truncated version of messages received. You can see the full message by putting the customer’s … Continued