Creating Transactional Channels (PBX)

This guide walks you through the steps to create transactional messaging channels within your Cloud PBX system. Learn how to configure routes for automated, one-way messages—ideal for sending alerts, confirmations, and other transactional notifications through supported messaging platforms.

The Messaging channels feature allows you to manage and create streams directly from the PBX.

Creating a Transactional Channel

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NOTE

Handling the Transactional Channel message events can be done through the IVR configuration flow

To create a Transactional channel:

  1. Go to Settings > Messaging Channels
**Settings > Messaging Channels** tab

Settings > Messaging Channels tab

  1. Click Add New Channel
  2. From the Type drop-down list, select SMS
  3. Provide a dedicated channel name to present the business logic messages you send through this channel
  4. For the Channel Type field, select Transactional
Creating New Transactional Channel

Creating new Transactional Channel

  1. Click Create.

A new channel is created and added to the Messaging Channels table with the following information on all existing channels:

ColumnDescription
Channel TypeA messaging channel type:

- SMS/Two way SMS
- SMS/Transactional
- WhatsApp Business
NameA messaging channel name
ActiveModify the channel status by enabling (Active) or disabling (Not Active).
Actions- Add Event - opens the New Event for SMS Channel wizard
- Edit - opens the Edit SMS Communication Channel wizard
- Delete - opens the popup window to confirm or cancel the action.

New Transactional Channel

New Transactional Channel

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NOTE

If you have issues configuring your channel, please click here to request assistance, and our support team will be happy to help you configure your first business channel.

Adding New Transactional Event

In the New Event for SMS Channel wizard, fill in the necessary information to complete each step.

Step 1: Channel Settings

Start by entering stream details: ​

  • Default Sender ID - select your allowed sender from the drop-down list or use search
  • Active - modify the channel status by enabling (Active) or disabling (Not Active) it
**Channel Settings** section

Channel Settings section

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NOTE

If you have issues with selecting the correct Sender ID, please click here to request assistance. Our support team will be happy to help you configure your first channel event.

Step 2: Message Content

  • Event name - create a meaningful name to present the action/reason for the message.
  • Body - the message content that you send to your audience. You can set your SMS text to make the content more personal for the receiver.
  • Available variables - Used on dilaer only
  • Is Public - enables agents to use the event to connect with the lead while on a call. Used on dialer only
  • Limit amount of the SMS per same call (mandatory) - define how many times the agent triggers the event by sending an event body message to the callee on the same call. This setting is defined to prevent spamming your audience. Used on dialer only
Setting message content

Setting message content

Step 3: Creating Event

Finally, click Create. The new event will appear on the list of existing events in your messaging channel.

To view the list, click the + button next to Channel Type.

Messaging channel with the list of existing events

Messaging channel with the list of existing events