Select SMS To and From Numbers

Overview:

In this article, we will discuss how to select the phone number for sending SMS messages in the Conversations module. This feature gives you flexibility to choose the right number for each message, making your communications more relevant and efficient.

Covered in This Article

• How to select a phone number for sending SMS
• Role level access to phone numbers

How to select a phone number for sending SMS

1. Navigate to the Conversations module and open the message composer. Click on the SMS tab to start composing your message.

2. Locate the From number dropdown and click the dropdown to view available phone numbers.

3.Clicking the dropdown will display all available numbers. By default, the last used number for messaging the contact will be selected. Below each number, the friendly name and the assigned user are displayed. Tags indicating the default number and the last used number are shown next to each option. If there is no previous conversation, default number will be selected.

4. If the contact has multiple numbers, click on the dropdown next to the To field and select the appropriate recipient number for the message.  If there is no previous conversation, primary contact number will be selected by default.

Role level access to phone numbers

Admins: Admins can access all the numbers configured in the account.

Users: Users can access

• Default number configured for the account
• Last used number to message the contact
• Numbers that are assigned to the specific user 
• Numbers that are unassigned.