How to Send SMS and Manage Contact Information

This is a step-by-step guide to starting conversations and updating contact details.

Sending an SMS

Select the inbox you want to send the SMS from. Available inboxes are listed under Phones at the bottom of the left column.
Start a new conversation by clicking the + icon next to the inbox name. A “To:” text field will appear to the right.
Enter a new phone number or search for an existing contact.
Type your message in the provided space at the bottom of the window.
Press Enter or click the Send button to transmit your message.

Once inside a conversation, you can easily update contact details.

Click on any of the following categories, make your changes, and press Enter to save.

Name – Add or update the contact’s name

Compliance – Enable the Opt-Out option for compliance purposes

About – Update details like phone number, email, company name, or add new properties tailored to your needs