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SMS Overview

Applies to: 0.1.1-Phase1B · Permission:

Overview

Use SMS conversations to communicate with customers by text message.

Requirements

SMS access and configured SMS service.

Step-by-Step Instructions

  1. Open SMS or Communications
  2. Select a conversation or contact
  3. Enter a message
  4. Send it
  5. Review the conversation history.

Screenshots

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

Tips & Best Practices

Keep SMS messages clear, brief, and business appropriate.

Troubleshooting

If SMS cannot send, check SMS configuration, phone number, and license status.

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Last Updated: July 7, 2026