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| Line 54: |
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| | ---- | | ---- |
| − |
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| − | == Twilio Message button (Home) ==
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| − |
| |
| − | === What is Twilio Message button (Home)? ===
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| − |
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| − | The floating Message button on '''[[Mobile Home]]''' opens your Twilio SMS inbox.
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| − |
| |
| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → Message button (right-side floating stack, under Call)
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| − |
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| − | === Using Twilio Message button (Home) ===
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| − |
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| − | # Open Home after login.
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| − | # Tap the Message button (shown when messaging caller ID is enabled).
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| − | # Review the unread badge when new messages exist.
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| − | # The '''[[Messages inbox]]''' opens.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Floating Message shortcut''' – Quick access from Home.
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| − | * '''Unread badge''' – Shows pending Twilio message count (for example 5 or 99+).
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| − | * '''Hidden when disabled''' – Not shown if message caller ID is off.
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| − | * '''Pairs with Call button''' – Call and Message share the Home floating stack.
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| − | * '''Requires Twilio messaging''' – Needs company/user messaging enablement.
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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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| − | == Messages inbox ==
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| − |
| |
| − | === What is Messages inbox? ===
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| − |
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| − | Messages inbox lists your Twilio SMS conversations with name/company, last message preview, time, and unread count.
| |
| − |
| |
| − | === How to navigate ===
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| − |
| |
| − | '''[[Mobile Home]]''' → Message → '''Messages''' screen
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| − |
| |
| − | === Using Messages inbox ===
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| − |
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| − | # Open Messages.
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| − | # Scroll the conversation list.
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| − | # Use '''[[Search messages|Search]]''' to find a chat.
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| − | # Tap a row to open '''[[Twilio Message chat]]'''.
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| − | # Tap '''[[New Message]]''' (+) to start a new conversation.
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| − | # Pull to refresh / load more as you scroll.
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| − | # If Twilio messaging is not configured, CallProof may show “Twilio number not found.”
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Conversation list''' – One row per SMS thread.
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| − | * '''Unread count badge''' – Per-conversation unread indicator.
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| − | * '''Name / number / company''' – Shows sender identity when known.
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| − | * '''Last message preview''' – Latest SMS text snippet.
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| − | * '''Relative time''' – Today time, Yesterday, weekday, or date.
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| − | * '''Empty state''' – Shown when there are no messages.
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| − | * '''Close''' – Return to previous screen / Home.
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| − | * '''Refresh''' – Reload chats from CallProof / local cache.
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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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| − | == Search messages ==
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| − |
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| − | === What is Search messages? ===
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| − |
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| − | Search messages finds conversations in the '''[[Messages inbox]]''' by name, number, or related text.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Messages inbox]]''' → Search bar
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| − |
| |
| − | === Using Search messages ===
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| − |
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| − | # Open the Messages inbox.
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| − | # Tap Search.
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| − | # Type a name, number, or keyword.
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| − | # Review filtered conversations.
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| − | # Clear search to show the full inbox again.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Inbox search''' – Filter the conversation list quickly.
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| − | * '''Local list filter''' – Matches against loaded chats.
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| − | * '''Clear / cancel''' – Reset search and restore the full list.
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| − | * '''Opens into chat''' – Tap a result to continue the thread.
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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
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| − | == New Message ==
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| − |
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| − | === What is New Message? ===
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| − |
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| − | New Message starts a Twilio SMS by searching for an existing contact or entering a recipient.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Messages inbox]]''' → New Message (+) button
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| − |
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| − | === Using New Message ===
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| − |
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| − | # Tap New Message.
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| − | # Search “To:” or search existing contacts.
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| − | # Select a contact/phone number.
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| − | # Open the chat composer.
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| − | # For unknown numbers, choose '''Add New Account''' or link to an existing account when prompted.
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| − | # Send your first message.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Recipient search''' – Find contacts by name/number.
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| − | * '''Contact picker''' – Choose from CallProof contacts.
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| − | * '''Unknown number handling''' – Add as company phone or new contact/account.
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| − | * '''Filter options''' – Narrow contacts when filters are available.
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| − | * '''Opens chat''' – Continues into '''[[Twilio Message chat]]'''.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
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| − |
| |
| − | == Twilio Message chat ==
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| − |
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| − | === What is Twilio Message chat? ===
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| − |
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| − | Twilio Message chat is the conversation screen for one SMS thread—send/receive texts, templates, AI help, photos, and call the contact.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Messages inbox]]''' → tap a conversation
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| − | or '''[[New Message]]''' → select recipient
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| − |
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| − | === Using Twilio Message chat ===
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| − |
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| − | # Open a conversation.
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| − | # Review message history with the contact/company header.
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| − | # Type in the message box.
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| − | # Optional: tap template, photo, or '''Write with AI'''.
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| − | # Tap Send.
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| − | # Use Call to place a voice call to the same number.
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| − | # Use More / Contact Info to manage account linking for unknown numbers.
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| − | # Scroll to latest messages; a new-count button appears when needed.
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| − |
| |
| − | === Features include ===
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| − |
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| − | * '''Chat thread''' – Full SMS history for the number/contact.
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| − | * '''Header identity''' – Name, company, or formatted phone.
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| − | * '''[[Send SMS]]''' – Outbound text via Twilio.
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| − | * '''[[Message templates]]''' – Insert saved templates.
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| − | * '''[[Write with AI (SMS)]]''' – Generate message text with AI.
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| − | * '''[[Message photos]]''' – Attach images.
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| − | * '''[[Call from chat]]''' – Switch to a voice call.
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| − | * '''Contact Info / More''' – Account actions for the thread.
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| − | * '''[[Link unknown SMS number]]''' – Add to existing or new account.
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| − | * '''Copy phone number''' – Copy the thread number when available.
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| − | * '''Requires Twilio messaging''' – Alert if token/message caller ID is missing.
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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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| − | == Send SMS ==
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| − |
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| − | === What is Send SMS? ===
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| − |
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| − | Send SMS delivers a text message through your CallProof Twilio messaging number from a chat thread.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Twilio Message chat]]''' → type message → Send
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| − |
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| − | === Using Send SMS ===
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| − |
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| − | # Open a chat.
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| − | # Type your message in the composer.
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| − | # Optional: insert a template, AI draft, or photo.
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| − | # Tap '''Send'''.
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| − | # If the message box is empty, CallProof shows “Text messages is required.”
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| − | # Wait for delivery and continue the conversation.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Send button''' – Sends the outbound SMS.
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| − | * '''Twilio business number''' – Uses company messaging identity when configured.
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| − | * '''Empty message validation''' – Blocks blank sends.
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| − | * '''Chat history update''' – Sent/received messages appear in the thread.
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| − | * '''Works with templates / AI / photos''' – Compose richer outreach before sending.
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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 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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| − | * '''Hidden when AI off''' – Button is not shown if AI/chatbot is disabled.
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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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| − | # Tap received images to preview when available.
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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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| − | * '''Image preview''' – Open sent/received chat images.
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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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| − | == Call from chat ==
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| − |
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| − | === What is Call from chat? ===
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| − |
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| − | Call from chat lets you place a voice call to the same number while you are in a Twilio SMS thread.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Twilio Message chat]]''' → Call icon
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| − |
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| − | === Using Call from chat ===
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| − |
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| − | # Open a chat.
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| − | # Tap the Call icon in the header/actions.
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| − | # If Twilio Voice is enabled, CallProof places a Twilio call; otherwise native dialer may open.
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| − | # Return to the chat after the call if needed.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Call shortcut in chat''' – Switch from SMS to voice quickly.
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| − | * '''Same number''' – Uses the thread phone number.
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| − | * '''Twilio preferred''' – Uses CallProof Voice when enabled.
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| − | * '''Native fallback''' – Device dialer when Twilio calling 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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| − | == 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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| − |
| |
| − | === 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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| − | * '''Copy phone number''' – Copy the number while linking.
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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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| − |
| |
| − | == 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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| − |
| |
| − | === 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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| − |
| |
| − | === 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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| − |
| |
| − | <div style="clear: both;"></div>
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| − |
| |
| − | ----
| |
| − |
| |
| − | == Native SMS fallback ==
| |
| − |
| |
| − | === What is Native SMS fallback? ===
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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.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | Message action when Twilio messaging is unavailable → iOS Messages composer
| |
| − |
| |
| − | === Using Native SMS fallback ===
| |
| − |
| |
| − | # Tap Message from Accounts, Recents, or related screens.
| |
| − | # If Twilio messaging is unavailable, the native composer opens.
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| − | # Send using your personal device number (not CallProof Twilio number).
| |
| − | # For business SMS logging in CallProof, enable Twilio messaging with your admin.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Device Messages composer''' – Standard iOS SMS UI.
| |
| − | * '''Used when Twilio SMS is off''' – Fallback path.
| |
| − | * '''Alert when required''' – “Twilio number not found” on inbox/chat when Twilio SMS is required but missing.
| |
| − | * '''No CallProof Twilio identity''' – Native SMS uses the phone’s SIM number.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
| − |
| |
| − | ----
| |
| − |
| |
| − | == Incoming SMS notifications ==
| |
| − |
| |
| − | === What are Incoming SMS notifications? ===
| |
| − |
| |
| − | Incoming SMS notifications alert you when a new Twilio message arrives so you can open the related chat quickly.
| |
| − |
| |
| − | === How to navigate ===
| |
| − |
| |
| − | Push / in-app notification → opens '''[[Messages inbox]]''' or '''[[Twilio Message chat]]'''
| |
| − |
| |
| − | === Using Incoming SMS notifications ===
| |
| − |
| |
| − | # Allow notifications for CallProof when prompted.
| |
| − | # When a new SMS arrives, tap the notification.
| |
| − | # Open the conversation and reply.
| |
| − | # Unread badges update on Home and in the inbox.
| |
| − |
| |
| − | === Features include ===
| |
| − |
| |
| − | * '''Push / in-app alerts''' – Notify on new Twilio SMS.
| |
| − | * '''Deep link to chat''' – Jump into the related thread when possible.
| |
| − | * '''Unread badges''' – Home Message button and inbox row counts update.
| |
| − | * '''Requires messaging enablement''' – Works with Twilio message caller ID configured.
| |
| − |
| |
| − | <div style="clear: both;"></div>
| |
