Send a text and chat with customers in real time

Send a single text

1. Click Send SMS in the menu or on the dashboard.
2. Enter the recipient name (optional) and phone number, or click Contacts to pick someone from your directory.
3. Type your message and click Send SMS.

Use the chat center

1. Open Chat View (Chat Center).
2. Conversations with unread messages appear at the top. Use the search box to find a name or number.
3. Select a conversation to see the full message history.
4. Type your reply and click Send. Conversations refresh automatically, or click Refresh.

Tips for one-to-one texting

• Keep messages short and clear; long messages are split into multiple parts
• Identify your business in the first message of a conversation
• Reply promptly. Customers expect fast answers by text
• Never ask customers to text passwords or full card numbers

Still need help?

If these steps did not solve the problem, our team is ready to help.