Overview

The article explains the process for migrating agencies and sub-accounts to Scalendo Phone System, which became available to all agencies as of October 19th.

Why Scalendo Phone?

Scalendo Phone eliminates the need for third-party telephony providers like Twilio or Plivo. "Sending & receiving SMS/Calls in the CRM works right out of the box!"

Step 1: Validate Scalendo Phone System Access

Agencies should check Agency Settings → Phone System - Twilio to confirm access to the Scalendo Phone System modal. 3D secure verification may be required.

Step 2: Convert Agency to ISV

• Click "Switch to Scalendo Phone System"
• Accept the acknowledgment checkbox
• Confirm the change
• Note: A2P registration must be redone and will not migrate automatically

Step 3: Migrate Existing Sub-Accounts

The article provides three migration pathways:

A. Bulk Migration (US/Canada accounts):

Click "Switch all sub-accounts to Scalendo" and confirm. The process takes 2-3 business days.

B. Single Account Migration (US/Canada):

Similar to bulk migration but for individual accounts. Takes 2-3 business days.

C. Non-US/Canada Accounts:

Requires creating a Regulatory Bundle first. Takes 4-5 business days.

Important Notes