How to Text
Texting (SMS/MMS)
If your extension has been assigned a registered texting number, you can text from Portal, Web Phone, or your Mobile App.
- You may both text (SMS) and attach pictures (MMS).
- You can also call the contact right from the texting window.
How to Text
- Click on the Messages Tab.
- If you have an Admin permission level and are in your Manager View, you may use the dropdown next to your Profile Name to choose Messages. Your View will automatically swap to Extension View and open in the Messages tab.
- Choose the Chat and SMS tab.
- Any previous Chat and SMS (texting) conversations will be available on the page.
- You can continue your Text by highlighting the conversation and then clicking the Reply icon.
- You can delete a Text thread by highlighting the conversation and then choosing the red Delete icon.
- If you would like to start a new Text, choose New Conversation.
- A pop-up Texting window will open. Enter the Phone Number of the person you would like to text with.
- Select the Phone Number. Choose Start.
- Type your message or attach a file by clicking the Attachment paper clip. When you are ready to send, just enter.
- If you would like to switch from the current text thread to an actual Call with the recipient, choose the Call phone icon at the top of the Texting window.
- If you choose the three dot Menu at the top of the Texting window, you may either turn off the notifications for the current conversation or delete the conversation.
Need More Information?
Try our Portal Guides! Each Permission Level has a Guide specifically created for them with an interactive Table of Contents so that you may skip quickly to the relevant section.
Admin/Manager Guides
- "Office Manager" Admin Guide
- "Advanced User" Admin Guide
- "Call Center Supervisor" Admin Guide
- "Site Manager" Admin Guide
Only have access to your own Extension?
Your Extension has access to your Voicemail, Profile Settings, Extension Routing, and more!
Want to Know How to Register a Texting Number?
Click here for more information: Text (SMS) Number Registration FAQs.
Want to Know How to Use a Texting Number to Send Automated Text Messages to Customers?
Click here for more information: Text Responder AI.
Texting options are available in the Business Essentials plan and above.
Want to learn more about Texting?
Give our Customer Service Team a call at 1-800-676-3995! We are available Monday-Friday 8am-9pm EST.
We’re here to help you find better, easier ways to run your business.
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