The ClickSend integration lets you send and receive SMS and MMS messages directly within your Re:amaze dashboard.
ClickSend integration features
- Receive SMS and MMS messages from customers in your Re:amaze shared inbox
- Respond to SMS and MMS messages
- Collaborate on SMS messages with other agents
- Send and receive image attachments
- Run automated workflows on SMS and MMS messages
Connect ClickSend
Navigate to Settings > Mobile Channels and select Add a SMS Channel.
Give your mobile channel a name and enter your ClickSend credentials. Once complete, select Fetch Number to automatically pull the number registered with your ClickSend account.
Once connected, incoming SMS and MMS messages will appear in your main dashboard under All Conversations or under the dedicated SMS and MMS filter.
New SMS and MMS conversations will not have existing customer profiles attached to them. SMS and MMS conversations support the same settings and controls as other conversation types. You can resolve, unresolve, assign, reassign, set reminders, and apply manual workflows. Note that SMS and MMS conversations cannot be moved to a non-SMS or non-MMS channel.
Customers can send you images via SMS/MMS and you will receive them as attachments. You can also reply to customer with attachments.
Merge a customer's SMS profile
To merge a customer's phone number with an existing profile, navigate to Contacts and locate the customer's primary profile. Select Add a Phone Number, then select Update to save. This will also merge all existing SMS and MMS conversations from the original phone number profile into the primary profile.
Once merged, refresh the SMS/MMS conversation and the profile will be updated with the customer’s correct avatar and conversation histories.
Send an outbound SMS message
You can send an outbound SMS or MMS message to a customer by selecting New Message.
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