There are multiple ways you can send an SMS in Agentcis: from the top info bar and from the contact's, partner's, agent's, and user's detail page.

To send an SMS from the top info bar Agentcis:

Step 1: Click on the Message icon at the top info bar.



Step 2: Select Send New SMS.



Step 3: Select a phone number that is shared to you to send an SMS from the dropdown list.
If you do not see a phone number, you can either purchase one or ask an admin to share a number with you.



Step 4: Select the recipient of the SMS. You can select a number that has already been added in the system or you can type in any number.



Step 5: Choose an SMS Template or type in the message.



Step 6: Click on Send.



To send an SMS from the contact's, partner's, agent's, and user's detail page:

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