2-way texting is only available on the Enterprise plan.
Copilot CRM offers 2-way text messaging, allowing you to communicate with customers directly from the platform.
đŹ SMS availability is currently guaranteed only in the U.S., Canada, and Australia.
Step 1: Navigate to the Text Messaging Feature
You can access text messaging setup in two ways:
Go to Marketing > Text in the left-side menu.
Or click the chat bubble icon in the top-right corner of your Copilot screen.
Step 2: Enable Text Messaging
If you havenât signed up yet, youâll see a message explaining the text messaging feature.
Click Enable Text Messaging.
Youâll be prompted to select an area code.
Choose a texting number to associate with your account.
If you donât have a preference, click Search without entering a number.
Important: Available phone numbers depend on Twilio, and your preferred area code may not always be available.
Handling Area Code Availability Issues
If Twilio doesnât have numbers in your desired area code, you may see this error message:
âThere was a problem searching for a phone number.â
To resolve this:
Try searching for nearby area codes.
Enter a new area code in the search box.
Click Search Phone Numbers again.
After you select a number, activation completes in about 1â2 minutes. If activation still hasnât completed after 10 minutes, contact Support for help.