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| Line 44: |
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| | ---- | | ---- |
| − |
| |
| − | == Twilio Call button (Home) ==
| |
| − |
| |
| − | === What is Twilio Call button (Home)? ===
| |
| − |
| |
| − | The floating Call button on '''[[Mobile Home]]''' opens CallProof Voice (Twilio) dialer tabs.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → Call button (right-side floating stack)
| |
| − |
| |
| − | === Using Twilio Call button (Home) ===
| |
| − |
| |
| − | # Open Home after login.
| |
| − | # Look for the Call button (shown when Twilio caller ID is assigned and Twilio is enabled).
| |
| − | # Tap Call to open Keypad / Voicemail / Recents / Contacts.
| |
| − | # Badge count shows recent Twilio call activity when available.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Floating Call shortcut''' – Quick access from Home.
| |
| − | * '''Caller ID required''' – Hidden if Twilio number/caller ID is missing.
| |
| − | * '''Count badge''' – Shows Twilio call activity count when returned by the API.
| |
| − | * '''Internet / token''' – App loads Twilio access token for VoIP calling.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Twilio Call tabs ==
| |
| − |
| |
| − | === What are Twilio Call tabs? ===
| |
| − |
| |
| − | Twilio Call tabs are the bottom tabs inside CallProof Voice: '''Keypad''', '''Voicemail''', '''Recents''', and '''Contacts'''.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → Call → Twilio Call tab bar
| |
| − |
| |
| − | === Using Twilio Call tabs ===
| |
| − |
| |
| − | # Open Twilio Call from Home.
| |
| − | # Tap '''KEYPAD''' to dial.
| |
| − | # Tap '''VOICEMAIL''' to listen to messages.
| |
| − | # Tap '''RECENTS''' to view call history.
| |
| − | # Tap '''CONTACTS''' to find accounts and call.
| |
| − | # Dismiss / back to return to Home.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''[[Keypad]]''' – Number pad dialer.
| |
| − | * '''[[Voicemail]]''' – Voicemail inbox.
| |
| − | * '''[[Call Recents]]''' – Call log.
| |
| − | * '''[[Twilio Contacts]]''' – Account/contact picker for calling.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Keypad ==
| |
| − |
| |
| − | === What is Keypad? ===
| |
| − |
| |
| − | Keypad is the Twilio dial pad where you enter a phone number and place a CallProof Voice call.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Twilio Call tabs]]''' → '''KEYPAD'''
| |
| − |
| |
| − | === Using Keypad ===
| |
| − |
| |
| − | # Open Keypad.
| |
| − | # Enter the phone number on the pad.
| |
| − | # Use clear/backspace if you mistype.
| |
| − | # Tap the green '''Call''' button.
| |
| − | # Allow microphone access if prompted.
| |
| − | # Complete the call on the '''[[Active call screen]]'''.
| |
| − | # If the number is invalid, CallProof shows “Enter Valid Number.”
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Number pad''' – Dial digits for outbound calls.
| |
| − | * '''Call button''' – Places the Twilio call.
| |
| − | * '''Clear / edit number''' – Fix the dialed number before calling.
| |
| − | * '''Hide keypad''' – Collapse pad when needed during/after dialing.
| |
| − | * '''End / Save after call''' – Call Ended state with save action when applicable.
| |
| − | * '''Mic permission''' – Required to place voice calls.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Active call screen ==
| |
| − |
| |
| − | === What is Active call screen? ===
| |
| − |
| |
| − | The active call screen is the in-call UI for an ongoing Twilio call (outbound or incoming).
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | Place or answer a Twilio call → Active call screen opens automatically
| |
| − |
| |
| − | === Using Active call screen ===
| |
| − |
| |
| − | # While on a call, review company/contact name and number.
| |
| − | # Tap '''Mute''' to mute/unmute your mic.
| |
| − | # Tap '''Speaker''' to switch audio output.
| |
| − | # Tap '''Keypad''' to send DTMF digits (extensions, menus).
| |
| − | # Add '''Contact Type''', '''Notes''', or '''Add Account''' if the number is unknown.
| |
| − | # Use '''Record / Voice message''' options when available.
| |
| − | # Tap '''End''' to hang up.
| |
| − | # Use '''Save''' after the call when prompted.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Caller identity''' – Company name, person name, profile image.
| |
| − | * '''Mute''' – Mute/unmute microphone.
| |
| − | * '''Speaker''' – Speakerphone on/off.
| |
| − | * '''In-call keypad''' – Dial tones during the call.
| |
| − | * '''Past Notes''' – View/add notes related to the contact.
| |
| − | * '''Contact Type''' – Assign/save contact type.
| |
| − | * '''Add Account''' – Create or link an account for unknown numbers.
| |
| − | * '''Record voice message''' – Record voicemail-style audio when available.
| |
| − | * '''End call''' – Hang up the active call.
| |
| − | * '''Incoming and outbound''' – Same screen for both call directions.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Call Recents ==
| |
| − |
| |
| − | === What is Call Recents? ===
| |
| − |
| |
| − | Call Recents (call log) lists your Twilio call history—outgoing, incoming, and missed—grouped by date.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Twilio Call tabs]]''' → '''RECENTS'''
| |
| − |
| |
| − | === Using Call Recents ===
| |
| − |
| |
| − | # Open Recents.
| |
| − | # Scroll call history by date.
| |
| − | # Tap Filter to narrow by type, date range, or keyword.
| |
| − | # Search by name or keyword.
| |
| − | # Tap a row to call back or open related actions.
| |
| − | # Message the number when messaging is available.
| |
| − | # Link unknown numbers to a new or existing account if prompted.
| |
| − | # Pull to refresh.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Call history list''' – Outgoing, Incoming, Missed.
| |
| − | * '''Type filter''' – All / Outgoing / Incoming / Missed.
| |
| − | * '''Date from / Date to''' – Filter by date range.
| |
| − | * '''Search''' – Search name or keyword; also search existing contact.
| |
| − | * '''Clear All Filters''' – Reset filters.
| |
| − | * '''Missed call highlight''' – Missed calls shown in red.
| |
| − | * '''Callback''' – Call the number again from the log.
| |
| − | * '''Message from Recents''' – Open SMS / Twilio message for that number.
| |
| − | * '''Add / link account''' – Save unknown callers into CallProof.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Voicemail ==
| |
| − |
| |
| − | === What is Voicemail? ===
| |
| − |
| |
| − | Voicemail shows Twilio voicemail recordings left for your CallProof Voice number.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Twilio Call tabs]]''' → '''VOICEMAIL'''
| |
| − |
| |
| − | === Using Voicemail ===
| |
| − |
| |
| − | # Open Voicemail.
| |
| − | # Select a voicemail entry.
| |
| − | # Tap play/pause to listen.
| |
| − | # Use the playback slider to scrub audio.
| |
| − | # Share or manage the recording when options are available.
| |
| − | # Return to other Twilio tabs as needed.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Voicemail inbox''' – List of recordings.
| |
| − | * '''Play / pause''' – Listen to messages.
| |
| − | * '''Playback slider''' – Seek within the recording.
| |
| − | * '''Share recording''' – Share voicemail audio when available.
| |
| − | * '''Synced list''' – Loaded from CallProof voicemail data.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Twilio Contacts ==
| |
| − |
| |
| − | === What is Twilio Contacts? ===
| |
| − |
| |
| − | Twilio Contacts lets you search CallProof accounts/contacts and place a Twilio call from the Voice tab bar.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Twilio Call tabs]]''' → '''CONTACTS'''
| |
| − |
| |
| − | === Using Twilio Contacts ===
| |
| − |
| |
| − | # Open Contacts.
| |
| − | # Search for an account.
| |
| − | # Select a contact/account with a phone number.
| |
| − | # Place a Twilio call.
| |
| − | # Use menu options (three-dot) when extra actions are available.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Account search''' – “Search for Accounts.”
| |
| − | * '''Contact list''' – Accounts available for Twilio calling.
| |
| − | * '''Call from list''' – Dial selected contact numbers.
| |
| − | * '''Empty state''' – Shows when no accounts are found.
| |
| − | * '''Menu actions''' – Additional contact options via overflow menu.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Call from Accounts ==
| |
| − |
| |
| − | === What is Call from Accounts? ===
| |
| − |
| |
| − | From '''[[Accounts]]''' (and related contact/people screens), you can call a number with Twilio when enabled, or fall back to the device dialer.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Accounts]]''' → open account / people / phones → Call
| |
| − |
| |
| − | === Using Call from Accounts ===
| |
| − |
| |
| − | # Open an account and find phone numbers.
| |
| − | # Tap Call.
| |
| − | # If Twilio is enabled and caller ID exists, CallProof places a Twilio call.
| |
| − | # If Twilio is not available, the native dialer may open instead.
| |
| − | # After the call, activity is logged in CallProof when using Twilio.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Account call shortcut''' – Call without opening Home dialer first.
| |
| − | * '''Twilio preferred''' – Uses CallProof Voice when enabled.
| |
| − | * '''Native fallback''' – Device dialer when Twilio is off / unavailable.
| |
| − | * '''Multiple numbers''' – Choose among contact phone numbers when listed.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Allow Incoming Calls ==
| |
| − |
| |
| − | === What is Allow Incoming Calls? ===
| |
| − |
| |
| − | Allow Incoming Calls is the Settings toggle that registers your device for Twilio VoIP so you can receive CallProof Voice calls in the app.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → '''[[Settings]]''' → '''Allow Incoming Calls'''
| |
| − |
| |
| − | === Using Allow Incoming Calls ===
| |
| − |
| |
| − | # Open Settings.
| |
| − | # Turn '''Allow Incoming Calls''' on.
| |
| − | # CallProof registers Twilio for VoIP pushes.
| |
| − | # Turn off to unregister and stop receiving Twilio calls on this device.
| |
| − | # Keep microphone and notification permissions enabled for reliable incoming calls.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''On/off toggle''' – Enable or disable incoming Twilio calls.
| |
| − | * '''Twilio registration''' – Registers/unregisters VoIP when toggled.
| |
| − | * '''Caller ID dependency''' – Requires Twilio enablement and caller ID.
| |
| − | * '''Missed call handling''' – Missed calls can appear in notifications / Recents.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == CallProof Voice Settings ==
| |
| − |
| |
| − | === What is CallProof Voice Settings? ===
| |
| − |
| |
| − | CallProof Voice Settings is the Settings area for Twilio/Voice preferences (number display and related voice options).
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Settings]]''' → '''CallProof Voice Settings''' (when available)
| |
| − |
| |
| − | === Using CallProof Voice Settings ===
| |
| − |
| |
| − | # Open Settings.
| |
| − | # Open CallProof Voice Settings.
| |
| − | # Review your Twilio number / voice options.
| |
| − | # Return to Home and use Call / Message buttons as configured.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Voice preferences''' – Manage CallProof Voice options.
| |
| − | * '''Number visibility''' – Related to your assigned Twilio caller ID.
| |
| − | * '''Works with Allow Incoming Calls''' – Complements the incoming-call toggle.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Twilio Message ==
| |
| − |
| |
| − | === What is Twilio Message? ===
| |
| − |
| |
| − | Twilio Message is CallProof’s business SMS inbox. Send and receive texts from your company Twilio messaging number, keep chat history by contact, and use templates or AI help when enabled.
| |
| − |
| |
| − | Messaging is available when Twilio messaging (message caller ID) is enabled for your user. If the Message button is missing on Home, contact your administrator.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → floating '''Message''' button (right side)
| |
| − | Opens the '''[[Messages inbox]]'''.
| |
| − |
| |
| − | '''Other entry points:'''
| |
| − | * '''[[Accounts]]''' / People / Contact phones → Message
| |
| − | * '''[[Call Recents]]''' → Message on a call log row
| |
| − | * '''[[Twilio Message chat]]''' deep link / notification for incoming SMS
| |
| − | * Push notification for new Twilio messages
| |
| − |
| |
| − | === Using Twilio Message ===
| |
| − |
| |
| − | # From Home, tap the '''Message''' button.
| |
| − | # Browse the '''[[Messages inbox]]''' conversation list.
| |
| − | # Tap a conversation to open '''[[Twilio Message chat]]'''.
| |
| − | # Or tap '''New Message''' to pick a contact/number.
| |
| − | # Type a message, use a template, attach a photo, or Write with AI.
| |
| − | # Tap Send.
| |
| − | # Use Call from chat if you need to switch to a voice call.
| |
| − | # Close to return to Home.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''[[Twilio Message button (Home)]]''' – Floating Message shortcut with unread badge.
| |
| − | * '''[[Messages inbox]]''' – List of SMS conversations.
| |
| − | * '''[[New Message]]''' – Start a chat with a contact or number.
| |
| − | * '''[[Twilio Message chat]]''' – Conversation thread with send/receive.
| |
| − | * '''[[Message templates]]''' – Reuse saved text templates.
| |
| − | * '''[[Write with AI (SMS)]]''' – AI draft help in chat (when AI is enabled).
| |
| − | * '''[[Message photos]]''' – Attach/send images in chat.
| |
| − | * '''[[Link unknown SMS number]]''' – Add to existing or new account.
| |
| − | * '''[[Message from Accounts]]''' – Start SMS from account/contact screens.
| |
| − | * '''[[Native SMS fallback]]''' – Device Messages app when Twilio messaging is unavailable.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Twilio Message button (Home) ==
| |
| − |
| |
| − | === What is Twilio Message button (Home)? ===
| |
| − |
| |
| − | The floating Message button on '''[[Mobile Home]]''' opens your Twilio SMS inbox.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → Message button (right-side floating stack, under Call)
| |
| − |
| |
| − | === Using Twilio Message button (Home) ===
| |
| − |
| |
| − | # Open Home.
| |
| − | # Tap Message (shown when messaging caller ID is enabled).
| |
| − | # Review unread badge count when new messages exist.
| |
| − | # Open inbox and continue conversations.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Floating Message shortcut''' – Quick access from Home.
| |
| − | * '''Unread badge''' – Shows pending Twilio message count.
| |
| − | * '''Hidden when disabled''' – Not shown if message caller ID is off.
| |
| − | * '''Pairs with Call button''' – Call and Message share the Home floating stack.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Messages inbox ==
| |
| − |
| |
| − | === What is Messages inbox? ===
| |
| − |
| |
| − | Messages inbox lists your Twilio SMS conversations with name/company, last message preview, time, and unread count.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Mobile Home]]''' → Message → Messages screen
| |
| − |
| |
| − | === Using Messages inbox ===
| |
| − |
| |
| − | # Open Messages.
| |
| − | # Scroll the conversation list.
| |
| − | # Use search to find a chat.
| |
| − | # Tap a row to open '''[[Twilio Message chat]]'''.
| |
| − | # Tap '''New Message''' (+) to start a new conversation.
| |
| − | # Pull to refresh / load more as you scroll.
| |
| − | # If Twilio messaging is not configured, CallProof may show “Twilio number not found.”
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Conversation list''' – One row per SMS thread.
| |
| − | * '''Unread count badge''' – Per-conversation unread indicator.
| |
| − | * '''Name / number / company''' – Shows sender identity when known.
| |
| − | * '''Last message preview''' – Latest SMS text snippet.
| |
| − | * '''Relative time''' – Today time, Yesterday, weekday, or date.
| |
| − | * '''Search''' – Find conversations quickly.
| |
| − | * '''Empty state''' – Shown when there are no messages.
| |
| − | * '''Close''' – Return to previous screen / Home.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == New Message ==
| |
| − |
| |
| − | === What is New Message? ===
| |
| − |
| |
| − | New Message starts a Twilio SMS by searching for an existing contact or entering a recipient.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Messages inbox]]''' → New Message (+) button
| |
| − |
| |
| − | === Using New Message ===
| |
| − |
| |
| − | # Tap New Message.
| |
| − | # Search “To:” or search existing contacts.
| |
| − | # Select a contact/phone number.
| |
| − | # Open the chat composer.
| |
| − | # For unknown numbers, choose '''Add New Account''' or link to an existing account when prompted.
| |
| − | # Send your first message.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Recipient search''' – Find contacts by name/number.
| |
| − | * '''Contact picker''' – Choose from CallProof contacts.
| |
| − | * '''Unknown number handling''' – Add as company phone or new contact/account.
| |
| − | * '''Filter options''' – Narrow contacts when filters are available.
| |
| − | * '''Opens chat''' – Continues into '''[[Twilio Message chat]]'''.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Twilio Message chat ==
| |
| − |
| |
| − | === What is Twilio Message chat? ===
| |
| − |
| |
| − | Twilio Message chat is the conversation screen for one SMS thread—send/receive texts, templates, AI help, photos, and call the contact.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | '''[[Messages inbox]]''' → tap a conversation
| |
| − | or '''[[New Message]]''' → select recipient
| |
| − |
| |
| − | === Using Twilio Message chat ===
| |
| − |
| |
| − | # Open a conversation.
| |
| − | # Review message history with the contact/company header.
| |
| − | # Type in the message box.
| |
| − | # Optional: tap template, photo, or '''Write with AI'''.
| |
| − | # Tap Send.
| |
| − | # Use Call to place a Twilio/native call to the same number.
| |
| − | # Use More / Contact Info to manage account linking for unknown numbers.
| |
| − | # Scroll to latest messages; new-count button appears when needed.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Chat thread''' – Full SMS history for the number/contact.
| |
| − | * '''Send message''' – Text outbound SMS via Twilio.
| |
| − | * '''Header identity''' – Name, company, or formatted phone.
| |
| − | * '''[[Message templates]]''' – Insert saved templates.
| |
| − | * '''[[Write with AI (SMS)]]''' – Generate message text with AI.
| |
| − | * '''[[Message photos]]''' – Attach images.
| |
| − | * '''Call from chat''' – Switch to a voice call.
| |
| − | * '''Contact Info / More''' – Account actions for the thread.
| |
| − | * '''Add to existing Account / New Account''' – Link unknown SMS numbers.
| |
| − | * '''Clipboard / copy''' – Copy message text when available.
| |
| − | * '''Requires Twilio messaging''' – Shows alert if token/message caller ID is missing.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
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| − | ----
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| − |
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| − | == Message templates ==
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| − |
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| − | === What are Message templates? ===
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| − |
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| − | Message templates are saved SMS snippets you can insert into '''[[Twilio Message chat]]''' instead of typing from scratch.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Twilio Message chat]]''' → template / clipboard button
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| − |
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| − | === Using Message templates ===
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| − |
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| − | # Open a chat.
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| − | # Tap the template button.
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| − | # Choose a saved template from the bottom sheet.
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| − | # Edit the inserted text if needed.
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| − | # Tap Send.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Template picker''' – Bottom template list.
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| − | * '''Insert into composer''' – Fills the message box.
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| − | * '''Editable after insert''' – Change text before sending.
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| − | * '''Faster outreach''' – Reuse common field messages.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Write with AI (SMS) ==
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| − |
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| − | === What is Write with AI (SMS)? ===
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| − |
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| − | Write with AI helps draft Twilio SMS text inside chat when '''[[CallProof AI]]''' is enabled.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Twilio Message chat]]''' → '''Write with AI''' / AI icon
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| − |
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| − | === Using Write with AI (SMS) ===
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| − |
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| − | # Open a Twilio chat.
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| − | # Tap '''Write with AI''' (shown when AI + chatbot are enabled).
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| − | # Describe what you want to say or refine a draft.
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| − | # Insert the AI text into the composer.
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| − | # Edit and Send.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Write with AI button''' – Visible only when AI is enabled.
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| − | * '''Draft assistance''' – Generates SMS wording.
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| − | * '''Editable result''' – Always review before sending.
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| − | * '''Same AI family''' – Related to '''[[SMS AI assistance]]''' used elsewhere in the app.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Message photos ==
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| − |
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| − | === What are Message photos? ===
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| − |
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| − | Message photos let you attach an image to a Twilio SMS chat from the camera or photo library.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Twilio Message chat]]''' → photo / attach button
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| − |
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| − | === Using Message photos ===
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| − |
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| − | # Open a chat.
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| − | # Tap the photo button.
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| − | # Choose camera or library (as prompted).
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| − | # Allow permission if needed.
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| − | # Attach and send with or without text.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Photo attach''' – Add images to the conversation.
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| − | * '''Camera / library''' – Capture or pick an image.
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| − | * '''Permission prompts''' – Camera/photos access required.
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| − | * '''Send with text''' – Combine image and message when supported.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Link unknown SMS number ==
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| − |
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| − | === What is Link unknown SMS number? ===
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| − |
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| − | When an SMS comes from an unknown number, CallProof lets you link it to an existing account or create a new account/contact.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Twilio Message chat]]''' → More / Contact Info → Add to existing Account or New Account
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| − |
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| − | === Using Link unknown SMS number ===
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| − |
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| − | # Open a chat with an unknown / unlinked number.
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| − | # Tap More or Contact Info options.
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| − | # Choose '''Add to existing Account''' or create a '''New Account'''.
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| − | # Complete account/contact fields.
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| − | # Continue messaging with the number now linked in CallProof.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Add to existing Account''' – Merge number into a known account.
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| − | * '''New Account''' – Create account from the SMS number.
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| − | * '''Company phone / new contact options''' – How the number is saved.
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| − | * '''Keeps chat history''' – Conversation stays available after linking.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Message from Accounts ==
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| − |
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| − | === What is Message from Accounts? ===
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| − |
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| − | From '''[[Accounts]]''', people, or contact phone screens, you can start a Twilio SMS (or native SMS if Twilio messaging is off).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Accounts]]''' → account / people / phones → Message
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| − |
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| − | === Using Message from Accounts ===
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| − |
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| − | # Open an account phone number.
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| − | # Tap Message.
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| − | # If Twilio messaging is enabled, open Twilio chat / AI draft flow.
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| − | # If not, the device SMS composer may open instead.
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| − | # Send your message.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Account message shortcut''' – SMS without opening Home inbox first.
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| − | * '''Twilio preferred''' – Uses CallProof messaging when enabled.
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| − | * '''AI optional''' – May open AI draft popup when AI is on.
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| − | * '''Native fallback''' – Device Messages when Twilio messaging is unavailable.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Native SMS fallback ==
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| − |
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| − | === What is Native SMS fallback? ===
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| − |
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| − | If Twilio messaging is not configured (no access token / message caller ID), CallProof can open the device’s built-in Messages app instead.
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| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | Message action when Twilio messaging is unavailable → iOS Messages composer
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| − |
| |
| − | === Using Native SMS fallback ===
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| − |
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| − | # Tap Message from Accounts, Recents, or related screens.
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| − | # If Twilio messaging is unavailable, the native composer opens.
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| − | # Send using your personal device number (not CallProof Twilio number).
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| − | # For business SMS logging in CallProof, enable Twilio messaging with your admin.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Device Messages composer''' – Standard iOS SMS UI.
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| − | * '''Used when Twilio SMS is off''' – Fallback path.
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| − | * '''Alert when required''' – “Twilio number not found” on inbox/chat when Twilio SMS is required but missing.
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| − | * '''No CallProof Twilio identity''' – Native SMS uses the phone’s SIM number.
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| − |
| |
| − | <div style="clear: both;"></div>
| |
