Cloudfon CX’s SMS integration makes it easy to handle SMS messages sent to your business alongside your other communication channels. The integration allows you to receive SMS messages from your customer and reply to them from inside the Cloudfon CX Agent Console. This means that you can provide quicker, more effective customer service over SMS than ever before.
You need to set up an account and phone number with Twilio first before using Cloudfon CX’s SMS integration.
Step-by-Step Instructions
To connect your Instagram Professional account to Cloudfon CX, follow these steps:
Log in to your Cloudfon CX Panel.
From the left navigation menu, go to Inbox > Channels > SMS.
Twilio SMS
a. Create a Twilio account
First you’ll need to create a Twilio account. You’ll also need to buy a Twilio phone number which supports SMS.
b. Click Add and choose Twilio SMS from the drop-down list.
You should see the following:
Note: The”Name” is custom.
c. Copy Twilio settings to CloudFon CX
From your Twilio account settings:
(1) Copy your Account SID and your Auth Token to the CloudFon CX Twilio setup page.
(2) From your Twilio phone number settings page copy your phone number SID to the CloudFon CX Twilio setup page.
(3) Once you've filled in the information in the CloudFon CX Twilio setup page, click Save
Message Bird SMS
a. Click Add and choose Message Bird SMS from the drop-down list.
You should see the following:
c. Copy Message Bird settings to CloudFon CX
Copy your Message Bird API Key, Channel ID and Phone Number to the CloudFon CX Twilio setup page.
(1) Log in https://dashboard.messagebird.com.
(2) Click Bird icon, go to Dashboard page,
On the Dashboard page, click Show, Message Bird API Key will display.
(3) Click Channels,
(4) then click SMS,
you can get Message Bird Channel Id.
(5) Click edit icon,
Phone Number will display.
d. Once you've filled in the information in the CloudFon CX Message Bird setup page, click Save
The phone number is added. You can continue to add more phone numbers if you have more than one you want to manage using Cloudfon CX.
