How do I start texting customers?

An SMS inbox connects one of your phone numbers to texting. Once it is set up, texts to that number land in your Peakify inbox, and your replies send from the same number.

Start the connection

1. Go to Settings, then Connections.
2. Click Connect SMS.
3. Depending on your account, this either opens the SMS wizard directly, or asks you to finish the connection inside Peakify CX Chat instead.

Pick where you'll text

Choose Canada only, United States only, or both. This matters because US numbers need a one-time registration, A2P 10DLC, before your texts to them will actually deliver; Canadian-only sending does not need it. If you pick a US option and have not registered yet, you are sent to start that registration before you can finish setting up SMS. Come back here once it is done. See Why do I need to register before I can text? for what that registration involves.

Pick the number and name your inbox

1. Pick which of your phone numbers should send and receive the texts. Only numbers not already attached to another SMS inbox are offered, since one number can only serve one SMS inbox at a time.
2. Name the inbox. This shows in your sidebar, not to customers.
3. Click Create inbox.

Texting starts working on that number right away.

If you don't have a number yet

You will see a card offering to add your first phone number or buy an extra one, whichever fits your account, right there inside the wizard. Pay for it and you are brought straight back here to finish connecting SMS, with no need to hunt for the numbers page separately. See How do I get a phone number? for the full details.

Where you send SMS, later on

Once connected, you can change which destinations, Canada, US, or both, your organization is allowed to send to, from Settings, then SMS. Switching to include the US flags your account for the A2P registration described above; Canadian-only sending needs no registration and works right away.