Overview

This article explains how to choose phone numbers for sending SMS messages in the Conversations module, enabling users to select the most appropriate number for each message.

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

Step 1: Navigate to the Conversations module and open the message composer. Access the SMS tab to begin composing your message.

Step 2: Find the From number dropdown and click it to view available phone numbers.

Step 3: The dropdown displays all available numbers. By default, the most recently used number for contacting that specific person will be selected. Each option shows the friendly name and assigned user below it. Tags identify the default number and the last used number. If no previous conversation exists, the default number will be selected.

Step 4: When a contact has multiple numbers, click the To field dropdown and select the appropriate recipient number. The primary contact number will be selected by default if no previous conversation exists.

Role Level Access to Phone Numbers

Admins: Can access all numbers configured in the account.

Users: Can access:

• "Default number configured for the account"
• Last used number to message the contact
• Numbers assigned to the specific user
• Unassigned numbers