SMS Platform
Initial Setup — Microsoft 365 SSO
Enter your Azure AD app registration details to enable sign-in.
SMS
📒 Contacts
Personal Information
Appearance
UI Size
🔔 Notifications on this device
These preferences apply to this browser/device only.
🔒 Authentication
You are authenticated via Microsoft 365 SSO. Your organization's MFA policy applies.
You are signed in with a local account.
Signature
Use
{name} for your display name. Leave blank to use the global default.
📱 Default Send Number
Choose which phone number to use by default when creating new SMS conversations. If set, the number selector will be locked to this number.
📱 Mobile Notifications
Get push notifications on your Android phone even when the screen is locked.
Agent Management
| Name | Role | Presence | Actions |
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Group Management
| Group Name | Members | Linked Number | Actions |
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🔗 Team Chat Bridge
Join this app's team chat with another SMS-app instance. Once paired, the other side's people appear in everyone's Team panel under a 🔗 section — message them like teammates, mix them into group chats, and both sides get their normal notifications. Customer SMS never crosses a bridge.
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📱 Phone Number Management
Manage the Twilio phone numbers available for sending SMS. Set a default number, assign numbers to groups, and give them friendly names.
| Phone Number | Label | Default | Route to Group | Status | Actions |
|---|
Blocked Numbers
These numbers are permanently ignored by the system and receive escalating auto-replies when they text.
| Number | Blocked By | Reason | Date | Action |
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📨 Twilio Account
☎️ 3CX Phone System
Groundwork for the 3CX integration (caller-ID lookup, call logging, click-to-call). Create an API client in the 3CX Admin Console → Integrations → API and paste its credentials here. Nothing changes until an integration feature is built on top.
👥 Group Texting (Group MMS)
Lets agents start real carrier group threads (like an iPhone group text) from one dedicated MMS-capable number: members see each other and replies go to everyone. Uses Twilio Conversations — keep this OFF until the number below is dedicated to group texting on this instance.
Application Settings
Web Form Integration
Use this webhook URL to connect your website's contact/assessment form. It creates a conversation with a note and sends an auto-reply SMS to the submitter.
POST JSON: { name, phone, message, email?, company? }
For the website chatbot. POST JSON with any of: team (silent team-chat alert), customer (note and/or SMS in their thread), sms (raw text to a staff phone).
🔐 Microsoft 365 SSO
Single sign-on with your Microsoft 365 accounts. Values come from the Azure app registration (Entra admin center → App registrations).
Both IDs must be valid GUIDs — the form refuses anything else, so a stray keystroke can't break sign-in.
🔐 Google SSO
Single sign-on with Google accounts. Values come from an OAuth client in the Google Cloud Console (type "Web application"). Agents are matched by their Email field.
Authorized redirect URI for the OAuth client:
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🔒 Sign-in Policy
Only enforced while an SSO provider (Microsoft or Google) is configured. If SSO is ever removed or breaks, password sign-in turns back on automatically — the policy can never lock everyone out.
Push Subscriptions
Active browser push subscriptions. Each agent can have one per browser context (browser tab) and one per PWA install. Delete stale ones to clean up duplicates.
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🤖 Inbox AI
The AI assists inside the inbox: ✨ suggested replies on every incoming text, smart unanswered-reminders, and the composer Polish button. The OpenAI key below powers everything AI, including the website chatbot.
AI Chatbot Brain
Host the website chatbot's AI here — the OpenAI key and each site's persona/knowledge live on this server, so websites stay thin clients. Website posts to /webhook/chatbot/<secret>/ai with { session_id, messages }.
🎨 Branding
How this instance looks to your team: name, login-page text, logo, and colors. Everything is optional — leave a field blank to keep the stock look.
Shown in the top bar and on the login page instead of the app name text. PNG, JPEG, or WebP under 1 MB — a wide logo with a transparent background works best.
Replaces the stock tab icon for this instance only. Square PNG (512×512 recommended — a PNG also becomes the installed-app icon) or ICO, under 500 KB. Remove it to go back to the stock icon.
Shows an independent-verification badge at the bottom of the login page, linking to the certifier's public record. Upload the badge image from your kit (SVG or PNG, under 500 KB) and paste the record URL. Remove it if the verification lapses.