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SMS Conversations

Applies to: 0.1.1-Phase1B · Permission:

Overview

Review and continue text conversations with contacts.

Requirements

SMS access.

Step-by-Step Instructions

  1. Open SMS Conversations
  2. Select a thread
  3. Review prior messages
  4. Type the response
  5. Send.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Use contact records so SMS history stays connected to the customer.

Troubleshooting

If a thread appears under the wrong contact, review phone number formatting.

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Last Updated: July 7, 2026