Editing SMS template

Edit SMS templates easily to personalize your messages precisely as you need.

If you want to edit the existing SMS template and make changes then it can be done. For this:

Step 1: Select the edit icon of the template you want to edit.

Step 2: Make the changes as required and then save.

Step 3: If you want to delete any sms then you can select the delete icon.

Send an SMS

There are multiple ways to send an SMS on Agentcis that is  from the top info bar and from the contacts, partners, agents and users profile page.

To send the SMS from the top info bar
Step 1: Click on the Message icon at the top info bar.

Please Note: SMS can be sent to the number already added in the system and new number as well.


Step 2: If you are sending the SMS to the number already added in the system then search the contact from the search bar.

If you are sending the SMS to a new contact then select the “New Conversation” tab. 

Then in the recipient section simply type the new number or select the number from the drop-down.

Step 3: Select a phone number that is shared with 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: Type in the message or simply select a template.

If you are selecting the SMS template then select the template icon and then select the template from the dropdown.


Step 5: Select the Apply tab for the template.

Step 6: Click on the icon to send the SMS.

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