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How do I get access to the SMS texting feature of Playbooks?

Overview

You want to know how to enable the SMS texting feature of Playbooks.

Solution

Prerequisites

  • You must have the Manage Teams permission

In order to send SMS, you must have an SMS-enabled Direct Inbound Number (DIN) assigned to your account. If you do not have one, please refer to the Assignor Migrate Direct Inbound Numbers (DINs) article.

Note: LocalPresence numbers cannot be used to send SMS. SMS is only available in the US and Canada.

Once the DIN is assigned to the organization, you must assign the SMS-enabled DIN to the corresponding users.

  1. Go to the Teams tab in the Playbooks Manager app

  2. Select the team(s) and user(s) you would like to assign an SMS-enabled DIN

  3. Click on the 'Change' button to assign a number to this user. Once you do, you should see the 'SMS' icon next to the number confirming that the text functionality is enabled.
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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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