🔧 How-to Guides
📞 Contact Center Guide
💬 Omnichannel Messaging Guide
👩‍💼 Agent Guide
📱 Agent Operations on Mobile Client

Start a Messaging Session with a Customer

If you need to send customers messages for notifications, marketing campaigns, or other purposes, you can proactively start a messaging session via SMS messaging channel.

Requirements

Contact the system administrator to make sure that PBX server meets the following requirements:

  • Version: 84.12.0.57 or later.
  • Plan: Enterprise Plan or Ultimate Plan
  • Messaging: At least one messaging channel is set up on PBX.

IZT Cloud Voice Mobile Client

Make sure that the version of your IZT Cloud Voice Mobile Client meets the following requirements:

  • IZT Cloud Voice iOS Client: Version 5.2.9 or later
  • IZT Cloud Voice Android Client: Version 4.13.16 or later

Start a Messaging Session

  1. On IZT Cloud Voice Mobile Client, go to Chat > External Chat.
  2. At the top-right corner, tap add
  3. In the drop-down menu, select Create SMS Session.
  4. Tap the Sender field, then select the channel number for sending messages.
  5. In the Recipient field, enter the recipient's phone number in E.164 format ([+][country code][phone number]). For example, +18003275906.
  6. At the top-right corner, tap Create.

The messaging session will appear in the external chat list after you send a message.

Note: You can only proactively start a messaging session via SMS messaging channel.

💻 Agent Operations on Desktop Client