Setting up SMS support is straightforward - you just need to get a phone number and enable the channel.

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Get Started

1

Get a Phone Number

  1. Go to Phone Numbers in your dashboard
  2. Click “Purchase Number”
  3. Select your preferred country and area code
  4. Complete the purchase
2

Enable SMS

Once you have your number:

  1. Go to AI Agents -> SMS in the dashboard
  2. Select your purchased number
  3. Click “Enable SMS Support”

Your purchased number can be used for both SMS and voice support. If you already have a number for voice, you can use the same one for SMS.

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Features Available

After setup, you can:

  • Receive and respond to SMS
  • Handle multiple conversations
  • Transfer to human agents when needed
  • Track all interactions
  • Access conversation history

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Testing Your Setup

Before going live:

  1. Send a test message to your number
  2. Check the AI’s response
  3. Try a handoff scenario
  4. Verify message history

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Compliance Check

When setting up SMS, our dashboard automatically runs a compliance check to ensure you meet all regulatory requirements:

Automatic Verification

We check for:

  • Message opt-out options
  • Privacy policy requirements
  • Regional compliance
  • Message content rules

Required Actions

You must ensure:

  • Clear opt-out instructions
  • Proper user consent
  • Data privacy compliance
  • Message frequency limits

Your dashboard will show a compliance status for each requirement and guide you through any necessary updates.

Share your SMS number on your website and support materials so customers know they can reach you via text.

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