Overview
Copilot CRM offers 2-way text messaging, allowing you to communicate with customers directly from the platform.
Note:
2-way texting is only available on the Enterprise tier.
SMS availability is currently guaranteed only in the U.S., Canada, and Australia.
How to Enable Text Messaging
Step 1: Navigate to the Text Messaging Feature
You can access the text messaging setup in two ways:
Click on Marketing > Text in the left-side menu.
Click the chat bubble icon in the top-right corner of your Copilot screen.
Step 2: Enable Text Messaging
If you haven't signed up for texting yet, you will see a message explaining the text messaging feature.
Click Enable Text Messaging.
You will be prompted to select an area code.
Choose a texting number that will be associated with your account.
If you don’t have a preference for an area code, simply click Search without entering a number.
Note: Available phone numbers depend on Twilio, and we cannot guarantee that the area code you want will be available for use.
Handling Area Code Availability Issues
If Twilio does not have an available number in your desired area code or the one you searched, you will see this error message:
"There was a problem searching for a phone number."
If you encounter this error:
Try searching for nearby area codes that you can use instead.
Enter the new area code into the search box and click the Search Phone Numbers button.
Important Notes
Once you select a number, it may take up to a day for Twilio to register it before you can start sending text messages.
If your number isn’t working after 24 hours, reach out to our Support Team for assistance.